How Well Was Risk Managed?

About two weeks ago, I talked about an easy way to invest if you want to dip a toe into stocks but don’t want a front seat rollercaster ride.

Stocks High, Risk Managed

Here’s a quick follow-up. I tracked how HELO and SPY stacked up from November 4 through the end of the market on November 19.

Over the time period, stocks were sliding. So, how did HELO do?

It did just what you’d expect.

The ups and downs were smoother with HELO than with SPY, and even though $10,000 in HELO lost some value, it didn’t drop as much as SPY did.

Risk managed as promised.

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