Since 2013, Liquid Strategies has been applying a layer of index option investing to traditional bond and stock portfolios via SMA, ETF, and interval funds.
Joined September 2019
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Jun 15
Keep it simple: OVL and Chill.
The Overlay Shares Large Cap Equity ETF ($OVL) is a systematic approach to equity exposure with option overlays.
For standardized performance and a link to the prospectus, see this thread.
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Jun 12
The Denali Structured Return Strategy provides private credit exposure with potential for equity market upside while helping to limit market downside.
Learn more about the Denali Structured Return Strategy (DNLIX) from Liquid Strategies, and see the most recent performance with the link in the thread.
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Jun 10
We’re spotlighting the people behind Liquid Strategies and the experiences that shape who they are — both professionally and personally.
For Elio Chiarelli, that includes a passion for leadership, resilience, faith, family, and lifelong learning. Whether he’s studying markets and behavioral psychology, coaching youth sports, working on his ranch, or spending time outdoors with his family, his approach is grounded in discipline, stewardship, and long-term thinking.
Outside of work, Elio spends much of his time with family, serving within his church community, operating his ranch and hobby farm, and pursuing a shared family goal of hiking as many National Parks as possible together over the years.
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Jun 9
Many option income strategies generate income by consistently selling covered calls — which may limit upside participation during strong equity markets.
$OVL takes a different approach.
The fund generates option income by selling puts — not calls — seeking to maintain full equity exposure. Since inception, this approach has delivered stronger total returns compared to the CBOE S&P 500 BuyWrite Index (BXM), net of fees.
Performance varies; options strategies involve unique risks (theocc.com).
Past performance does not guarantee future results. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There is no guarantee the Fund will achieve its investment objective. Carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. Read the prospectus carefully before investing.
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Jun 4
Covered call strategies can generate attractive income.
But over time, systematically capping upside participation while still participating in much of the market's downside may come with long-term tradeoffs worth understanding.
Our latest piece explores the tradeoffs embedded within option income strategies and how put spread overlays seek to approach income generation differently.
Read more: blog.lsfunds.com/insights/th…
Investing involves risk, including possible loss of principal.
Options strategies involve risks and may not perform as intended in all market environments.
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Jun 3
We’re spotlighting the people behind Liquid Strategies and the experiences that shape who they are — both professionally and personally.
For Adam Stewart, a passion for investing started early after reading The Intelligent Investor by Ben Graham — a moment that ultimately led him to change his studies from engineering to finance. More than two decades later, Adam continues to bring thoughtful leadership and market experience to his role as Co-Founder and Portfolio Manager at Liquid Strategies.
When he’s not working, Adam enjoys spending time in the Florida Keys, fishing, relaxing at the beach with his wife of more than 27 years, and hanging out with their two dogs.
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Jun 1
Portfolio construction matters in private credit.
The Niagara Income Opportunities Fund ($NAGRX) is built around three pillars of risk management: diversification, credit management, and liquidity management — creating a framework for risk-aware private credit exposure.
To learn more and see important information, check out this thread.
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