Retirement & Savings Accounts
Assets & Trading Systems/Locations
Market Environment
Infinity Software
Hedging
Portfolio Longevity
Asset Correlations
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Hedging – Deep Dive Outline

Hedging with Puts

  • Take 5% of perceived drawdown and purchase puts
  • 200 to 300-day exp
  • Consider 50 or 25 Delta
  • Factoring ramping effect of Delta
  • Roll every 3 to 6 months
  • Backtesting

Offsets

  • Positions that have a low correlation 
  • Positions that have an inverse correlation
  • Backs don’t use stop losses
  • Correlation Tool

Exchange-Traded Funds

  • What are ETFs 
  • Many inverses or low correlation ETFs are available 
  • ETF Correlation Screener

Looking at the Portfolio