Mitigating Risk, Maximizing Charitable Impact
William Harrison, with a $4.2 million estate, was increasingly anxious about potential market downturns eroding his assets, particularly given his desire to leave a substantial inheritance for his three children and support several charitable organizations. His existing trust was outdated and didn't adequately address his concerns about downside risk and efficient gifting strategies, leaving his legacy vulnerable to market fluctuations.
Using Golden Door Asset's Put Option Calculator, we analyzed William's portfolio and determined the optimal put option strategy to protect against significant losses. By purchasing put options on a portion of his equity holdings, William effectively insured his portfolio against a market decline. For example, by allocating $200,000 to purchase put options with a strike price 10% below the current market value, William could limit potential losses to the premium paid while still benefiting from potential upside. The Agent Labor Arbitrage Calculator helped identify opportunities to optimize the put option purchasing strategy, and the Times Interest Earned Ratio Calculator helped William understand if the put option strategy made sense, in the context of his existing portfolio.
We used the Put Option Calculator to determine the ideal strike price, expiration date, and contract size for William's put options, ensuring optimal protection and cost-effectiveness. We then continuously monitored the positions and adjusted them as necessary based on market conditions.
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$350,000 protection against market downturn while maintaining upside potential
