(Cision - PR Web) - The TrueShares Seasonality Laddered Buffered ETF (ONEZ) is a first-of-its-kind approach to managing market volatility while seeking growth opportunities.
TrueMark Investments today announced the newest addition to its fast-growing TrueShares family of Exchange Traded Funds (ETFs) with the launch of the TrueShares Seasonality Laddered Buffered ETF (ONEZ).
ONEZ is a powerful new tool for investors and advisors and is designed to achieve capital appreciation with reduced volatility compared to the U.S. large-cap equity market. Actively managed and built using a fund-of-funds structure, ONEZ dynamically allocates across TrueShares' innovative families of Structured Outcome ETFs and Quarterly Bull/Bear ETFs.
TrueShares pioneered the uncapped buffered ETF approach in 2020 and has 12 funds in its uncapped buffered suite, each tied to a particular month, that seek upside exposure while partially mitigating losses (in the 8-12% range) through options strategies.
The firm's Quarterly Bull and Bear ETFs – tickers QBUL and QBER, respectively – use options and fixed-income assets that seek to provide substantial principal protection in the face of broader market declines, while also potentially benefiting from an increase (or drawdown) in U.S. large-cap equities.
ONEZ will typically allocate 85-90% of its assets into the uncapped buffered ETF suite, with the remaining 10-15% allocated to the hedged ETFs.
Key to this strategy is that the Fund's management team will rebalance the portfolio monthly utilizing a combination of historical market seasonality performance data, positional Delta analysis, and tactical adjustments to the QBUL/QBER directional hedge weightings.
"ONEZ is the natural next step in the growth of our ETF lineup," said Michael Loukas, Principal and CEO of TrueMark Investments. "By leveraging our existing structured outcome and hedging strategies, this product uniquely aims to allow investors to capture meaningful uncapped upside performance while utilizing a dynamic and flexible approach to risk management, all within a single ticker. This strategy goes beyond simple laddering to bring together several volatility management factors in a single, turn-key portfolio construction tool for the first time."
News provided by
TrueMark Investments
January 27, 2025
