Vista Financial Advisors

Investing in Tomorrow. Today.
Vista's Investment Strategies

Hedged Equity

Volatility of US Equity portfolios can be reduced over the long-term by combining the US Equities Strategy with a smaller percentage of the Bear Market Strategy.  Since "avoiding major losses" is a critical & essential component of a successful long-term investment strategy, this approach can lead to higher long-term results.  Reducing volatility also helps prevent panic during periods of negative stock market performance.  Historically, many clients have chosen to structure their US Equities Strategy with the "Bear Market" or hedge position ranging from 0-25%.