Portfolio performance comparison between an options-based portfolio approach relative to the Nasdaq-100 and Dow Jones. The annual performance data from 2021, 2022 and 2023 is overlaid. These data demonstrate portfolio robustness, largely matching and outpacing the broader market returns throughout a bull market run (2021) and mitigating losses during a market downturn (2022). Collectively, over a three (3) year period, significantly outperforming both indices. These results were achieved with substantially reduced portfolio risk and a much lower portfolio beta (measure of portfolio volatility).

 

The options-based portfolio possesses extensive overlap with the Nasdaq-100 and the Dow Jones in terms of depth and breath of options and long-term stock positions. Notable long equity positions include Apple, Microsoft, Amazon, Nvidia, Alphabet, Meta Platforms, Costco, Adobe, Netflix, Qualcomm, Intel, AMD, Starbucks, PayPal, Johnson & Johnson, American Express, Visa, Disney, Salesforce, Goldman Sachs, JP Morgan, Home Depot, Netflix, Accenture and Nike. Thus, the comparator of choice is the Nasdaq-100 and Dow Jones to benchmark the growth/technology centric strategy of an options-based approach.