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STRATEGIES

Zoe Bollinger

Director of Client Relations,

Bollinger Capital Management

  • Dir. of Client Relations at Bollinger Capital Management
  • Prior Board Chair of the LA Chapter of the Social Enterprise Alliance
  • Graduate of American University

About Zoe

Zoë Bollinger is vice president and portfolio manager at Bollinger Capital Management, where she develops and implements innovative investment offerings for clients. As a Certified Financial Planner™, Zoë also assists clients in achieving their long-term financial goals. Zoë serves on the board of the International Federation of Technical Analysts (IFTA) and is an international speaker on technical analysis and investment management strategies. Zoë was recognized as a Next-Gen Rising Star Honoree in the ThinkAdvisor 2024 Luminaries Awards.


Zoe's Videos

John and Zoe will examine how to strategically create portfolios that deliver returns with reduced volatility. Traditional wisdom about buy and hold strategies fails to consider that many investors are not comfortable sitting through full market cycles, especially when drawdowns exceed 20%. Through an exploration of how to combine complementary strategies and respond tactically to market activity, John and Zoe will demonstrate some of the alternatives to a pure indexing approach. 

John Bollinger and Zoë Bollinger will discuss the performance advantages that can be created through an active approach to investing. They will explore various rules-based investing and trading strategies and how they compare to a buy-and-hold approach. 

Market action in 2022 stood in sharp contrast to the post financial crisis bull market. It was a down year, a debacle for 60/40 investors, and a test for the resolve of passive indexers. However, 2022 also brought opportunities for technically-driven trading strategies to add value. Substantial market swings created space for volatility strategies to perform and we started to see a market of stocks with diverse opportunities rather than a monolithic stock market. In this presentation, John and ZoBollinger will discuss the dynamics of the current market and explore technically-driven approaches that you can implement to take advantage of volatile markets.