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 along with the first half of 2024 (Q1 and Q2). 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 and a half (3) year period, significantly outperforming the Dow Jones and largely matching the Nasdaq-100 performance. 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.