Hedging Market Portfolios Using Analytics

Hedging: Its Importance And Trade-Offs

What follows is a recording of my presentation to the San Francisco chapter of the American Association of Individual Investors on June 25th. Given the proximity to San Francisco, many of these investors have large positions in current or former employers' shares, so risk management was of particular concern to them.

TalkMarkets readers with a similar concerns may find this of interest, although I also discussed the importance of hedging market risk.

Competitive Returns While Strictly Limiting Risk

Below is the final performance of the most recent aggressive portfolio to finish, the December 26th, 2019 portfolio hedged against a >20% decline, which I described in the video above. The full chart didn't fit in the presentation, so I have reproduced it here. 

 

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David J. Calloway 4 years ago Member's comment

Enjoyed this, just followed you. Thanks.

David Pinsen 4 years ago Contributor's comment

Thank you, David.

David J. Calloway 4 years ago Member's comment

My pleasure.