FYI: Protecting your portfolio in a down market. Two investment pros discuss the benefits of stock options and gold.
John Hathaway is now co-portfolio manager of the Tocqueville Gold Fund which he has managed since its 1998 inception. Rated 4-star by Morningstar, the fund which invests in both gold and gold mining stocks has delivered 9% plus annualized returns since inception.
Randy Swan is Founder, CEO and lead portfolio manager of Swan Global Investments, an investment advisory firm he launched in 1997 which now has more than $5 billion dollars under management in separately managed accounts and more recently several mutual funds. Its flagship Swan Defined Risk Fund, started in 2012 has earned a Bronze Medalist rating from Morningstar based on Swan’s track record of “protecting shareholders across multiple market cycles.”
Regards,
Ted
https://wealthtrack.com/options-and-gold-downside-protection-strategies-with-persuasive-track-records/M* Snapshot TGLDX:
https://www.morningstar.com/funds/xnas/tgldx/quote.htmlM* Snapshot SDRAX:
https://www.morningstar.com/funds/XNAS/SDRAX/quote.html
