If you have a concentrated stock position, or you’re trying to generate income without touching your core holdings, option overlay strategies can be a powerful tool — but most people don’t know where to start.
In this Compound Conversation, Dimitry Farberov will be joined by Adam Butterfield and Bianca Schmidt from SpiderRock to break down everything you need to know about using option overlays in real portfolios. No jargon. No dense theory. Just practical ideas you can use.
We’ll cover:
→How to reduce the risk of a big single-stock position without having to sell
→What to do if you want to dial down market exposure without triggering a big tax bill
→How to generate steady income from your portfolio without giving up your growth assets
If you’ve ever wondered whether overlay strategies make sense for your portfolio — or just want a better understanding of how they work — this is the conversation for you.
Bring your questions!
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.