Welcome to
Stable Plus Shares
Groundbreaking Option Spread Overlay Semi-Index Funds
Explore SPS Funds
Innovative Alternative to Traditional Annuities
(with a zero expense ratio*)
* The Fund charges a performance fee with High Water Mark
SPS Funds
Groundbreaking Funds Designed for Income, Growth, and Stability
Stable Plus Shares (SPS) offers a unique suite of investment solutions designed to provide stability, income, and outperformance. Our portfolio includes four option spread overlay semi-index ETFs, the Stable Existing Portfolio Income Plus SMA, and the Virtual Annuity.
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Each of these six SPS funds is constructed with a dual-subportfolio approach, comprising:
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Equity Portfolio: This subportfolio tracks a U.S. stock market index, providing broad market exposure.
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Options Overlay Tail Risk Hedge: This subportfolio employs an options strategy designed to hedge against market volatility and tail risk.
What Sets SPS Funds Apart?
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SPS funds are not your typical options overlay index funds. While many other funds in this category aim to generate income or improve risk-adjusted returns, SPS takes a more aggressive approach to deliver absolute returns and enhanced stability. Our funds are the first-ever options overlay funds with the following features:
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Outperformance of Benchmark Total Return Index
SPS funds aim to outperform the tracking benchmark’s total return index on an absolute return basis, annually. This focus on absolute return sets us apart from traditional funds that typically aim for relative performance. -
Consistent Monthly Income Stream
We are committed to delivering a reliable income stream with an annual payout target of 6%. This monthly income is designed to provide stability and enhance the income-generating potential of your investment. -
Tail Risk Mitigation
Our options overlay strategy also seeks to curtail tail risk, providing protection against extreme market moves and reducing downside volatility. This sets SPS apart from other funds, which may focus primarily on generating income without addressing the potential for significant market drawdowns.
Why Choose SPS Funds?
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Targeted Absolute Returns: Our focus on absolute return allows investors to capture returns regardless of market conditions, seeking to outperform the benchmark in any environment.
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Reliable Income: With a monthly income target of 6% per year, SPS funds provide predictable cash flow while remaining actively managed for growth potential.
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Tail Risk Hedging: Our innovative options overlay strategy is designed to limit the impact of extreme market events, offering enhanced protection during periods of volatility.
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Diversification with Focused Strategy: By combining an equity portfolio with an options overlay, SPS funds offer investors a unique blend of growth potential, income, and risk mitigation.
Learn More About SPS Funds
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Discover how SPS funds can complement your investment strategy by providing a balance of income, stability, and performance. Whether you are looking for predictable cash flow, capital protection, or an innovative strategy that seeks to outperform market benchmarks, SPS has a solution for you.