Navigating this bear/bull market has been a learning experience for sure. One thing I have noticed is that my relatively conservative portfolio has bounced upward when the DJIA is in the negative and down when the DJIA has crossed into positive territory.
I use the DJIA as a standard in relation to the overall diversity of my portfolio: I hold S and P stocks, small caps, and some long shots.
Instinctively, this trend in my portfolios movement suggests that:
a) I am invested in closer to fair market stocks.
b) I am hedged by balancing put buys against the rest of my portfolio.
The goal is to have slow and steady returns over the long haul and to hedge against unexpected tailspins in the market. No portfolio is bulletproof, but I am minimizing risk at every turn to keep my overall investment safe from wild fluctuations and adverse event possibilities in the future.
As a result, I have set long term goals of having +/- two percent return AVERAGE against the DOW on a monthly basis. If I can consistently hit this goal month after month, my annual return will most likely be in the 11% + range.
***I am about 5% hedged as a result of buying put options to expire 1/15/21. I am always looking for opportunities to hedge more.
I use the DJIA as a standard in relation to the overall diversity of my portfolio: I hold S and P stocks, small caps, and some long shots.
Instinctively, this trend in my portfolios movement suggests that:
a) I am invested in closer to fair market stocks.
b) I am hedged by balancing put buys against the rest of my portfolio.
The goal is to have slow and steady returns over the long haul and to hedge against unexpected tailspins in the market. No portfolio is bulletproof, but I am minimizing risk at every turn to keep my overall investment safe from wild fluctuations and adverse event possibilities in the future.
As a result, I have set long term goals of having +/- two percent return AVERAGE against the DOW on a monthly basis. If I can consistently hit this goal month after month, my annual return will most likely be in the 11% + range.
***I am about 5% hedged as a result of buying put options to expire 1/15/21. I am always looking for opportunities to hedge more.
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