Swan Global Investments Interview 1 episode artwork

EPISODE · Mar 24, 2015 · 24 MIN

Swan Global Investments Interview 1

from Strategic Investor Radio · host OC Talk Radio

This is the first of two interviews of brothers Randy and Rob Swan of Swan Global Investments re: their DefinedRisk Strategy method of investing.  This strategy buys the US Equitiesmarket thru Sector ETF’s, then protects them thru the purchase of long termputs, which they hold for about a year.  The cost of this protection isdesigned to be reduced thru the collection of income thru option spreadpositions sold throughout the year.  It is available in both SeparatelyManaged Acct’s and thru a Mutual Fund.  This is a very unique strategythat you will find to be very interesting. As of the date of this interview,Partnervest Advisory Services did not hold an ownership position of the SDRIXmutual fund discussed during the interview.  Also, this interview is notan offer to sell SDRIX to any listener. 

Episode metadata supplied by the publisher feed · Published Mar 24, 2015

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