Hedging a Stock Portfolio - Hedging Strategies for a Market Crash

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  • Опубликовано: 15 янв 2025

Комментарии • 78

  • @paulkim6866
    @paulkim6866 6 лет назад +30

    I can't believe there's only 825 views. This has to be the best "how to invest" series I've seen.

    • @LearntoInvest
      @LearntoInvest  6 лет назад +2

      LOL, Yea, it's been a slow start from a views/subscriber perspective. I'm grinding it out though, thanks for the support!

    • @DiegoEsteban1910
      @DiegoEsteban1910 3 года назад

      28k now

  • @ghaubold35
    @ghaubold35 6 лет назад +13

    This is a strong video. Packed with great information. Thanks for the work you do!

    • @ghaubold35
      @ghaubold35 6 лет назад +2

      And I agree, cash is a form of a hedge, albeit a bad one. Investors should stay invested.

    • @LearntoInvest
      @LearntoInvest  6 лет назад +2

      Thanks for the support!!!

    • @VitoSgotto
      @VitoSgotto 6 лет назад +2

      Probably the best explanation of how to use options that I've yet to see. Well done!

    • @LearntoInvest
      @LearntoInvest  6 лет назад +2

      Vito Sgotto I really appreciate that! I want to do more videos with options because I think they have so much potential if used wisely. Thanks for the support!!

  • @edvardschock9739
    @edvardschock9739 4 года назад +2

    Thanks for the info Jimmy. You are by far my favorite financial You-tuber.

  • @Vasili_Wears_Shorts
    @Vasili_Wears_Shorts 3 года назад

    Awesome vid!

  • @GoodniteGoosebumps
    @GoodniteGoosebumps 3 года назад

    fantastic video!

  • @JW-sk8gu
    @JW-sk8gu 5 лет назад +1

    You are super in presenting your ideas...LIKE it!!!!!

  • @raterus
    @raterus 3 года назад +2

    I'm really surprised you never mentioned writing covered calls against your stock positions. I like to write or sell deep In-the-Money calls when I'm good with my profits. The market could and probably will move against you for some time, so you won't gain, however when the market drops, even severely, once it bottoms out you close your covered call, and ideally it starts an upward trend again.

  • @seanlynch8869
    @seanlynch8869 5 лет назад +1

    Great video thanks. Currently not hedged but looking into gold & other commodities.

  • @DuyNguyen-lo8xx
    @DuyNguyen-lo8xx 6 лет назад +3

    nice video, I learned much from these strategies, thank you for your work

    • @LearntoInvest
      @LearntoInvest  6 лет назад +1

      I'm glad you like it, thanks for the support!

  • @zane003
    @zane003 6 лет назад +2

    I outright shorted QQQ while studying about options and so far it helped me against the August pull back!

  • @johnzarznia6814
    @johnzarznia6814 6 лет назад +4

    Awesome Video. Love the idea of rolling the put options forward. Depending on the cost, it may make some sense. Any suggestions on buying put options cheap? Besides buying them further away from the strike and with less time?

    • @LearntoInvest
      @LearntoInvest  6 лет назад +5

      Thanks John. Yea, Be sure you watch the prices. This strategy can make sense if the puts are not too expensive relative to the overall value of your portfolio.
      Outside of put options being more out of the money and shorter until expiration, you can try to buy them on low volatility days. High volatility makes all options more expensive so in theory, watch the VIX (Volatility Index) and if it dips lower, you may be able to pick up the puts a bit cheaper.

  • @yahyaidzman4624
    @yahyaidzman4624 5 лет назад +1

    I love u methodology 💓

  • @avikessel
    @avikessel 4 года назад

    WOW, what a great series. Thanks a lot

  • @lorenhaubelt7859
    @lorenhaubelt7859 5 лет назад +4

    My rule is that fundamentals is a tool for what company to enter but technicals are when to enter. Can you go over some enter and exit signals you have.

    • @LearntoInvest
      @LearntoInvest  5 лет назад +4

      Good idea, I'll start to put something together

    • @khary30
      @khary30 4 года назад

      Learn to Invest did you make a video on this?

  • @plopez5392
    @plopez5392 5 лет назад +1

    Thank you great info.

  • @muratnewman5345
    @muratnewman5345 3 года назад +1

    Buy QQQ and hedge it with 1/3x SQQQ, that's how I do it. Same goes for individual companies (AAPL vs TQQQ, or HON vs SDOW etc). Much simpler, manageable and quick. Same can be applied to magnify gains during recovery by adding Bull 3x etfs)

  • @motothedog1710
    @motothedog1710 3 года назад

    If I want to hold underlying, I usually do a delta and gamma hedge. 30-60 days out. Relatively cheap and easy to do for high volume equities like SPY. If I really think a crash is coming, I sell most or all of the equities. Holding equities is a bullish strategy... so it doesn't make sense to hold if you're bearish.
    Just like selling covered calls is a bullish strategy. Usually does not turn out well, to try implementing covered calls in a bearish scenario.

  • @FearedAngels
    @FearedAngels 4 года назад +15

    I wonder how many are watching this after the stock market crash 🥴

    • @N04hrk
      @N04hrk 4 года назад

      XDDDD i thought the same
      "the last market crash in 2015" lol

    • @rubyus7332
      @rubyus7332 4 года назад

      Me :( Do you think the uncertainty continues until November?

    • @craigcothren
      @craigcothren 4 года назад

      i am..... trying to figure out if Gold Miners is my best way forward to add more gold to my portfolio rather than bar gold

    • @BringTheRains
      @BringTheRains 4 года назад

      Watching a video 2 years later is always fun. I am. The old the video gets the more truth there is in it.

  • @129Ed
    @129Ed 4 года назад

    Like it a lot, i would never buy naked puts but i agree with the rest

  • @greghudson8263
    @greghudson8263 2 года назад

    Jimmy, awesome video! I just found your channel and you explained perfectly the process and P&L of buying puts as a hedge. Thank you. If you have another video related to the topic below, please advise. My issue is that there are numerous videos out there on Beta Weighting your portfolio. I perfectly understand how to Beta Weight my portfolio. Where the authors fail to explain is what to do with the beta weighted metric. Ex. If I had a $1 Million dollar portfolio and my beta weight was 1.61, how many Put contracts of SPY should I buy? Then, a lot of authors will jump straight to Delta weighting the portfolio. (Many platforms have a conversion button that will do this automatically) How many Deltas does a Beta of 1.61 amount too? You get what I’m trying to say? Thank you again!

  • @quasar.
    @quasar. 4 года назад +1

    since i have no crystal ball I prefer buying no option😉. May be diversification is the best hedge. Thanks!

  • @MetalBum
    @MetalBum 5 лет назад

    I learned a lot. Didn’t realize the out option. Just like dalio did on his hedge fund.

  • @aryanverma834
    @aryanverma834 4 года назад

    You be the best

  • @Husker_
    @Husker_ 3 года назад

    What are your thoughts on using stock index futures as a hedge?

  • @nicoqueijo
    @nicoqueijo 5 лет назад +2

    Can you do a video on the topic of institutional ownership and insider trading?

    • @LearntoInvest
      @LearntoInvest  5 лет назад +2

      That's a great idea, I'll see what I can come up with

  • @michaelalexander-kq8gh
    @michaelalexander-kq8gh 11 месяцев назад

    Hi
    Just watched your video on hedging, lively job. So question I have is:
    How do you take the hedge off at B/E once it triggers.
    Sounds like a silly question until we dig a bit deeper
    Let’s say it’s set to trigger at price of 4500 and it touches, activates then returns back up, as markets do.
    If you take it off at a small loss there’s a change that many times price will come back hit return 4500 and so on.
    This may happen many times as the market moves
    Each closing out of the hedge is a small loss, these losses can add up
    Do you just accept that
    Is there a trick?
    How do I take off a hedge properly?
    Thank you very much

  • @capcrunch7838
    @capcrunch7838 3 года назад

    So i have a bullish position in qqq could i get otm leaps in sqqq as a hedge? I do the weeklys on qqq so im thinking if i get calls in sqqq a couple of months out and im hedged for a coupke of months. Does that sound right or am i missing something?

  • @geovannyzelaya5197
    @geovannyzelaya5197 4 года назад

    I hedge with uvxy and vxx any thoughts

  • @travelhealthfitness5898
    @travelhealthfitness5898 4 года назад

    where can i go to buy the put options?

  • @vongillan
    @vongillan 4 года назад +1

    My man was chopping up them alligator tails before he did this video. 👍 if u like gator tails

  • @tomwalker4162
    @tomwalker4162 5 лет назад

    Hi Jimmy. Great video wanted to know your thoughts on stock screeners and is it worth paying for them, and what's your veiw on motley fools, seeking alpha ?

  • @MetalBum
    @MetalBum 5 лет назад

    Can you make an update hedging portfolio video especially since there’s so much recession talk. What do you think of real estate to go to Stocks vs bonds do you think that bonds in the next recession will be good during deflation?

  • @Vitlaus
    @Vitlaus 4 года назад

    This went over my hedge 😜

  • @flypimpinogflypimp2126
    @flypimpinogflypimp2126 3 года назад

    I've been buying out of the money put options to hedge my portfolio but it's getting expensive it's getting really expensive. I feel like I'm just cutting my knees off just by not making any upside because I keep losing money betting on the downside let's say that eats it here price your premium price so fast it's crazy

  • @jagulba
    @jagulba 5 лет назад +1

    warren buffett holding cash right now... is it because he can’t buy gold that much? Just wondering how you can make sense of his cash in hand strategy

    • @LearntoInvest
      @LearntoInvest  5 лет назад +1

      I know buffet hates the concept of buying gold since it's not an income producing asset. And I think alot or the cash he holds is simply because he can't alot to do with his huge cash load. So maybe he thinks the companies he would buy are overpriced and it makes more sense to sit and wait

    • @jagulba
      @jagulba 5 лет назад

      @@LearntoInvest That is exactly what I thought.
      I heard something about the relation between dollar and gold
      they say if the recession is worst than we predict it might drop the value of dollar and that would bring the price of gold down too? so it's like the value of the gold is attached to value of dollar.
      what do you think

  • @TheRealArjun206
    @TheRealArjun206 4 года назад +1

    Jimmy - can you prescribe some good ways to invest in Gold? There are some Gold ETFs available but they largely talk about Gold mining companies which i am not so confident in.

    • @LearntoInvest
      @LearntoInvest  4 года назад

      If it's gold we're after I'm a fan of the granite shares gold ETF, ticker symbol BAR

    • @TheRealArjun206
      @TheRealArjun206 4 года назад

      Thanks - although I think this is restricted to investment only in the US not in the UK... even though interestingly most of the physical gold for these guys is held in London in their vaults!

  • @geraldsahd3413
    @geraldsahd3413 4 года назад

    Hedge against downturn instead of cash, advantage, do not pay capital gains tax with hedge. (if sell the put)

  • @TheShowAccordionist
    @TheShowAccordionist 4 года назад

    I like the sector hedge. I think Automobile stocks and bank stocks will fall. Maybe buy puts on Toyota and JP Morgan.

  • @TraviansLittleHelpe
    @TraviansLittleHelpe 5 лет назад

    What do you think about CFD hedging? Is it less safe than options hedging?

  • @MetalBum
    @MetalBum 5 лет назад

    Great video. Jimmy can you tell us your stock portfolio % or at least ballpark. So gold commodity EM stocks bonds foreign stocks and forgin fixed income? 🔢👌👌
    What are your portfolio allocation Jimmy????

  • @woody3804
    @woody3804 4 года назад +1

    options are great, just don't get a habbit of it. otherwise it become like gamble

  • @zappos49
    @zappos49 6 лет назад +2

    Does anybody just try to ride the markets daily up or down on ETFs?

    • @LearntoInvest
      @LearntoInvest  6 лет назад +1

      Sure, there's many people that day trade. I think it's very tricky pull off successfully, but there are those that do it.

  • @craigcothren
    @craigcothren 4 года назад

    WOULD YOU CONSIDER DISCUSSING FARMLAND AS A HEDGE...... appears to be good....

  • @nicoqueijo
    @nicoqueijo 5 лет назад +1

    What do you think about hedging Marijuana stocks?

  • @u263a3
    @u263a3 4 года назад

    Cash is King!!

  • @shanewilson661
    @shanewilson661 4 года назад +2

    Hey Jimmy dont call me youtube Im Shane

  • @meinegeldseite
    @meinegeldseite 4 года назад

    The figure at 14'02 should be 23.490 $!

  • @MelancholyCrypto
    @MelancholyCrypto 4 года назад

    Bitcoin and Crypto is what I'd argue is the best hedging asset.

  • @NomadOutOfAfrica
    @NomadOutOfAfrica 4 года назад

    But you don't have a crystal ball so you need to clarify your problem with cash

  • @MoreChannelNoise
    @MoreChannelNoise 4 года назад

    Forget put options, far too complicated for me.

  • @tomc3130
    @tomc3130 4 года назад

    Options are too complex, very easy to make costly mistakes. Why not just use an inverse etf or inverse leveraged etf, much simpler.

  • @ecosby100
    @ecosby100 6 лет назад +3

    But gold never gone down jimmy baby. Silver on the other hand has gone down

  • @gobele1
    @gobele1 4 года назад

    This hedging seems expensive.

  • @hammer12482
    @hammer12482 4 года назад +1

    I only get one like 😭