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You are here: Home / Archives for company stock

321 Plus: More On Hedged Equity and When to Sell Company Stock

November 13, 2020 by David Stein · Updated July 8, 2024

In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member's question about selling his employer's stock that now comprises 75% of his portfolio. Finally, David discusses his recent trade to increase his allocation to the WisdomTree CBOE S&P 500 PutWrite Strategy ETF (PUTW). … [Read more...]

Filed Under: Uncategorized Tagged With: buffer ETFs, company stock, dividends, employer stock, ETFs, futures, JHQAX, options, outcome based ETFs, portfolio trades, PUTW

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