Invest in Equities While Mitigating Volatility With PHEQ

Vettafi04-18

Volatility continues to create churn in April markets as interest rate uncertainty rises. For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF (...

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For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF (...</p>\n\n<a href=\"https://etfdb.com/etf-yield-channel/invest-equities-while-mitigating-volatility-pheq/\">Source Link</a>\n\n</div>\n","source":"etfdb_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Invest in Equities While Mitigating Volatility With PHEQ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvest in Equities While Mitigating Volatility With PHEQ\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://etfdb.com/etf-yield-channel/invest-equities-while-mitigating-volatility-pheq/><strong>Vettafi</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volatility continues to create churn in April markets as interest rate uncertainty rises. For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF (...</p>\n\n<a href=\"https://etfdb.com/etf-yield-channel/invest-equities-while-mitigating-volatility-pheq/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_VIX","symbol_name":"VIX波动率","start_time":0,"source_url":"https://etfdb.com/etf-yield-channel/invest-equities-while-mitigating-volatility-pheq/","article_id":"2428181659","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2428181659","pubTimestamp":1713398400,"sourceInfo":{"source_id":"etfdb_highlight","name":"Vettafi"},"weMediaInfo":null,"summary":"Volatility continues to create churn in April markets as interest rate uncertainty rises. For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF  is worth consideration.The CBOE S&P 500 Volatility Index  measures implied volatility expectations for the next 30 days within U.S. stocks. The VIX rises during market shocks and when investor uncertainty spikes. The VIX rose sharply in mid-April on rate fears, reaching levels not seen since October 2023.That said, VIX measurements below 20 generally reflect stability while levels above 30 mark enhanced market stress.Equities rose choppily in the first quarter as investors hung their hopes on multiple rate cuts this year. Persistent inflation dashed those hopes in mid-April, causing equities to fall.PHEQ Offers Volatility Mitigation and Upside Capture Potential. While PHEQ limits upside capture, the strategy provided a much smoother ride within broad equities YTD. The ability of the fund t","collect":0,"end_time":0,"defaultTopTitle":"etfdb.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"UVXY":"1.5倍做多波动率指数短期期货ETF-ProShares","BK4585":"ETF&股票定投概念","BK4588":"碎股","SVXY":"0.5倍做空波动率指数短期期货ETF","VIXY":"波动率短期期货指数ETF","BK4550":"红杉资本持仓","VXX":"短期VIX期货ETN","FDN":"First Trust Dow Jones Internet I","TVIX":"二倍做多VIX波动率指数短期期权ETN"},"translate_title":"利用PHEQ投资股票，同时降低波动性","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TVIX":0.9,"VXX":0.9,"FDN":0.73,"VIXmain":0.6,"SVXY":0.6,"UVXY":0.6,"VIXY":0.6},"content_text":"Volatility continues to create churn in April markets as interest rate uncertainty rises. For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF (PHEQ B+) is worth consideration.\n\n\n\nThe CBOE S&P 500 Volatility Index (VIX) measures implied volatility expectations for the next 30 days within U.S. stocks. The VIX rises during market shocks and when investor uncertainty spikes. The VIX rose sharply in mid-April on rate fears, reaching levels not seen since October 2023.\n\n\n\n\n\nThat said, VIX measurements below 20 generally reflect stability while levels above 30 mark enhanced market stress.\nEquities rose choppily in the first quarter as investors hung their hopes on multiple rate cuts this year. Persistent inflation dashed those hopes in mid-April, causing equities to fall.\n\n\n\n\n\n\n\n\nContent continues below advertisement\n\n\n\n\n\n\n\n\n\n\n\nPHEQ Offers Volatility Mitigation and Upside Capture Potential\n\nIncreasing geopolitical risk and a resilient economy paint a complex picture for investors to navigate. Factor in the impact of an election year in the second half, and market volatility could prove a mainstay.\nInvestors looking to mitigate equity losses within their portfolios would do well to consider the Parametric hedged Equity ETF (PHEQ B+). The fund seeks to provide capital appreciation while protecting against losses.\nWhile PHEQ limits upside capture, the strategy provided a much smoother ride within broad equities YTD. The ability of the fund to mitigate losses proves a boon in ongoing volatility.\n\n\n\n\n\n\n\n\n\nPHEQ invests in U.S. large-cap stocks within the Solactive GBS US 500 Index while utilizing options to hedge against drawdowns. The strategy optimizes the weights of its holdings to create a risk and return profile similar to that of the Index.\nIt also employs a laddered options overlay strategy that sacrifices some upside potential for downside protection. PHEQ does so by utilizing a put spread collar strategy wherein it buys close to the money protective puts and sells further out of the money puts.\nAny loss mitigation is limited to that which the put spread covers. The fund ladders the one-year options across quarters to allow for optimal downside protection and upside capture. The fund also writes calls, thereby earning a premium to offset the put spreads.\nThe fund engages in tax loss harvesting within its equity holdings to offset realized gains. It distributes a quarterly dividend and carries an expense ratio of 0.29%.\nFor more news, information, and analysis, visit The ETF Yield Channel.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428181659"}