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Welcome to
Stable Plus Shares
Options Overlay Semi-Index Funds that Strive to Outperform their Respective Benchmark Index in Absolute Return
Explore SPS Funds
An Innovative Alternative to Traditional Annuities
(with a zero expense ratio*)
* The Fund charges a performance fee with High Water Mark
SPS Funds
by Retirement Income Security LLC
Stable Plus Shares (SPS) currently offers three options overlay semi-index ETFs, Portfolio Stabilizer Plus SMA, and Virtual Annuity. All five SPS funds comprise two sub-portfolios: an equity portfolio tracking a US stock market index and an options overlay tail risk hedge portfolio. SPS funds differ from other existing options overlay index funds in strategies. SPS funds are the first-ever options overlay funds to seek to outperform the tracking benchmark total return index in absolute return annually, curtail tail risk, and provide monthly income. In contrast, other options overlay funds seek to generate income or enhance risk-adjusted returns.
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