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LyonsHedge Overlay
LyonsHedge Overlay
LyonsHedge Income Overlay is a solution designed for investors with concentrated stock positions or other marginable securities. The goal of the strategy is to allow our clients to maintain their concentrated position while our Overlay seeks to augment portfolio income and protect capital.
Unlike covered call programs, the LyonsHedge Income Overlay does not involve trading on the underlying stock portfolio; either directly or through options. Instead, the portfolio uses the borrowing capacity of the concentrated stock holding to fund the construction of the Overlay, which is built entirely from listed equity options on positions that are unrelated to your stock holdings. Please see important disclosures in the LyonsHedge Overlay Income section.
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Lyons Tactical Portfolio
Lyons Tactical Portfolio
The objective of the Tactical Allocation Portfolio is to outperform the S&P 500 during extended market uptrends and long-duration market declines. A systematic approach is taken to select a portfolio of 25 stocks based upon return on capital, free cash flow, and enterprise value. We then apply the Quantitative Risk Indicator (QRI) to our portfolio to help us navigate sustained bear markets.
The portfolio focuses on our key fundamental beliefs: that quality stock selection and dividends can outperform basic indexing and that over time a strategy can be both tactical and tax friendly. The Lyons Tactical Portfolio seeks to track the performance of the Lyons Tactical Allocation Index. Please see important disclosures in the Lyons Tactical Allocation Portfolio section.
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Lyons Tactical Index
Lyons Tactical Index
The Lyons Tactical Allocation Index (LTAX) is a systematic, equal-weighted index comprised of 25 dividend paying stocks chosen through a fundamental screening process that seeks attractively priced stocks of companies that generate high returns for shareholders. The Index applies a proprietary risk management model on a monthly basis to determine asset allocation, measuring the relative attractiveness of equities and fixed income securities based on price rate-of-change metrics. The index allocates 100% to equities when equities are anticipated to outperform cash. When maintaining an equity allocation, the index components are rebalanced quarterly. When equities are anticipated to significantly underperform cash, the index allocates 100% to an equally-weighted defensive position in U.S. Treasury ETFs.
The Index inception date is January 1, 2000, and commenced daily calculation and dissemination by NASDAQ OMX with a base value of 1,000.00 on July 18, 2012. The Lyons Tactical Allocation Index is calculated with dividends reinvested in the index components. Please see important disclosures on the Lyons Tactical Index section.
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