How Did OVL Beat the S&P 500?

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OVL is the rare income fund that actually outperforms its benchmark, the S&P 500. Eric and I discuss the pros and cons of the OVL option strategy that produces a 10.5% yield.

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Timestamps:
00:00 Introduction
00:33 Why does OVL outperform the S&P 500?
01:36 Do you (Eric) invest in OVL?
02:10 Why aren't funds like OVL more popular?
05:11 The OVL distributions increased recently; Why?
08:47 Will the higher distributions affect total return for OVL?
10:15 How does the OVL option strategy produce income?
19:43 What are the best and worst market conditions for OVL?
23:32 Why did you leave Simplify to join Liquid Strategies?
26:45 What's the most that OVL could lose on a single option trade?
29:37 Worst case scenario so far for OVL were 2020 and 2022.
30:42 Is the Return of Capital for OVL Constructive or Destructive?
36:30 How "active" is the option strategy for OVL?
39:46 Would combining covered call funds and put spread funds, achieve some balance?
41:58 The other funds focus on Small Caps and Global stocks.
42:29 What about a NASDAQ version of OVL?
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Posted by GG in Default Category 2 days, 23 hours ago  ·  Public

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