Using Covered Call Strategy on the Nasdaq 100 Index for Income – Nasdaq – GlobalX – 11.8.22

Overview:
Title: Using Covered Call Strategies on the Nasdaq 100 Index for Income and Growth
Date: Tuesday, November 08, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand

Topics to be discussed:

  • The current macroeconomic environment presents challenges for investors and the traditional 60/40 portfolio, as central bank policy actions have led to rising rate regimes today. This has put pressure on equities and fixed income, but has also led to higher levels of volatility in the market.
  • In an effort to monetize this volatility, investors can use covered call strategies to potentially diversify portfolios while receiving potentially higher levels of options premiums through call option writing.
  • ETFs like the Global X Nasdaq 100 Covered Call ETF (QYLD) and the Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) may be solutions for investors to consider in the current market environment.
  • Income oriented investors may find covered call writing strategies more appealing than equity income and other fixed income categories for yield.

Speakers:
Rohan Reddy Rohan Reddy Director of Research Global X ETFs

Rohan joined Global X in 2015. He works within the firm’s research team, providing insights into the financial markets and Global X’s unique range of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend strategies. Rohan is also a member of the firm’s Portfolio Construction Committee (PCC), providing model portfolio solutions to investors. He is a frequent contributor to the Global X blog. Rohan earned his BA in Economics from New York University.
Sara Mehle Sara Mehle ESG Index Strategist, Index Research & Development Nasdaq Investment Intelligence

Sara Mehle works as an ESG Index Strategist in Index Research & Development, supporting new and existing index products through original content creation including Nasdaq TradeTalks and published research. Before joining Nasdaq Global Indexes in February 2022, Sara served as an Asset Management Research Senior Analyst on the Nasdaq Dorsey Wright team starting in 2013, specializing in technical analysis research, specifically Point & Figure charting, and Relative Strength investing.

Sara graduated with a Bachelor of Science in Marketing from Virginia Commonwealth University in 2010.
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or guarantee against a loss. This information is not intended as investment advice. Please consult your financial professional for further information. Concentration in a particular industry or sector will subject QYLD and QYLG to loss due to adverse occurrences that may affect that industry or sector. Investors should be willing to accept a high degree of volatility in the price of the fund’s shares and the possibility of significant losses.

The funds engage in options trading. By selling covered call options, the fund limits its opportunity to profit from an increase in the price of the underlying index above the exercise price, but continues to bear the risk of a decline in the index. A liquid market may not exist for options held by the fund. While the fund receives premiums for writing the call options, the price it realizes from the exercise of an option could be substantially below the indices current market price. QYLD and QYLG are non- diversified.

Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

Carefully consider the Fund’s investment objectives, risks, and charges and expenses before investing. This and other information can be found in the Fund’s summary or full prospectuses, which may be obtained at globalxetfs.com. Please read the prospectus carefully before investing.

Global X Management Company LLC serves as an advisor to Global X Funds. The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Global X Management Company LLC or Mirae Asset Global Investments. Global X Funds are not sponsored, endorsed, issued, sold or promoted by Nasdaq or Cboe, nor do these entities make any representations regarding the advisability of investing in the Global X Funds. Neither SIDCO, Global X nor Mirae Asset Global Investments are affiliated with these entities.