Overview: The Dumont & Blake Option Model is designed to complement a core equity strategy using put and call options on individual stocks and ETFs.
Investment Objective: Provide excellent returns in a flat to low return stock market environment. It is also used to increase income in a diversified equity portfolio strategy.
Risk Management: Determine where these trades fit into the client’s overall portfolio, so that no position or sector is weighted too heavily. Calculate and monitor our exact exposure to a position closely so that we are comfortable in case of any adverse movements.