The Missing Piece
Futures can enhance returns and reduce drawdowns when strategically added to a portfolio.
Trading futures and options involves a significant risk of loss. You should consider carefully whether futures or options are appropriate to your financial situation.
Performance bonds for futures are roughly 7% of the value of the contract compared to the 50% of stock and ETF margins. However, leverage is a double-edged sword and can equally lead to substantial losses and gains.
Ease of access and use, low requirements for collateral, standardization of contracts and reduced counterparty risk are characteristics that lend themselves to a highly liquid market.
Futures investments have historically performed independently of traditional investments such as stocks and bonds.
Futures present investors with the opportunity to make money on an investment even when the economy is underperforming.
Profits from futures trading are taxed with a blended rate which, at present, is 60% long-term capital gains and 40% short-term capital gains.
Including futures in a portfolio can potentially smooth the equity curve due to the diverse global markets available.
Although every investment carries risk, by diversifying your portfolio with futures, your portfolio has the opportunity to profit from price changes in stock, bond, currency, and money markets as well as diverse commodity markets.
Protecting the interests of all participants in the futures market is the responsibility of exchange and industry members as well as federal regulators. Working together, we ensure the financial and market integrity expected by investors.
A relationship on your terms
Every customer is different and we know that one size doesn’t fit all. Whether you trade on your own, speak with a broker every day, or both – we can support you.
Including alternatives in your portfolio allows the potential for profits in both rising and falling markets.
Work directly with a broker to develop a customized trading strategy – long or short term.
Start Your Account In 3 Easy Steps
Contact your Icon Alternatives Broker to get started on the account application. If you haven’t been working with anyone, call us at 800-376-0810
Your account can be approved within 3 business days, at which point you will direct money to the account.
Finally, you’ll work directly with Icon to determine what programs or strategies best fit your investment portfolio.