All articles from: November, 2010

Fund Strategy and Research

Posted on November 20, 2010 by admin and has no comments yet.

I created the Σ1 Fund for several reasons. A proprietary fund in which to invest some of my LLC’s assets. A real-world investment vehicle in which to test, refine, and showcase  investing and trading strategies. A hedge fund where my LLC can also make revenue from fees. (Fees as low as reasonably possible.) A fund [...]

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Index Buy-Write Funds

Posted on November 7, 2010 by admin and has no comments yet.

The PowerShares S&P 500 BuyWrite ETF (PBP) and iPath CBOE S&P 500 Buy/Write Index ETN (BWV) both seek to track the BXM Index.  Each advertises a 0.75% expense ratio/annual fee.  The BXM Index reports an “18 years [history], generating a return comparable to that of the S&P 500 with approximately two-thirds of the risk”.  Should [...]

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