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Featured on CityWire: Monetizing Volatility With Active ETFs in Options-Based Portfolios

As more investors incorporate ETFs as part of their portfolio mix, options-based strategies, particularly within actively managed ETFs, are increasingly used as tools for generating tax-efficient cash flow, retaining equity upside, and helping to manage downside risk.

The real strength of these strategies lies in adaptability: unlike static overlays, active approaches adjust exposures, respond to changing volatility, and align more precisely with client goals.

As the traditional 60/40 model evolves, these strategies are emerging as a strategic third sleeve that offers a balanced approach to cash flow, growth, and risk in modern portfolio construction.

To read the full article, visit: Monetizing Volatility: Active ETFs in Options-Based Portfolios

Important Information

This material is for informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security. Views and opinions are those of Shelton Capital Management as of the date of publication and are subject to change without notice. Forecasts, estimates, and forward-looking statements are based on assumptions and are not guaranteed. Past performance is not indicative of future results. Indexes are unmanaged and not available for direct investment.

Author

  • Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Prior to joining the firm, Mr. Martin was Senior Vice President of portfolio management for an investment management firm specializing in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona.

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