hedging a portfolio against a black swan

Discussion in 'Options' started by bjw, Sep 7, 2016.

  1. Trader13

    Trader13

    I posted earlier in this thread.
     
    #61     Sep 10, 2016
  2. OptionGuru

    OptionGuru


    OK ..... I assume below is the post you are referring to.



    • Buying DOTM puts.
    • and/or
    • Short some stocks.

    But if the "black swan" event never happens your solution could get very costly.



    :)
     
    #62     Sep 10, 2016
  3. Trader13

    Trader13

    Well, I addressed that point wrt buying DOTM puts. So my better recommendation is to trade market-neutral with longs and shorts. This will hedge a black-swan event and more. My apologies for essentially repeating my previous post.
     
    #63     Sep 10, 2016
  4. ironchef

    ironchef

    A no cost collar?
     
    #64     Sep 11, 2016
  5. bjw

    bjw

    It still sounds like many posters expect such a black swan hedge to be EV+ or at least neutral. For me, that's not the purpose of a hedge. My strategy normally is EV+, and the hedge (while very likely EV- in itself, and therefore reducing my profits) should guarantee I would be able to continue the normal strategy indefinitely (in theory), and make sure I do not get wiped out by a black swan somewhere along the way. So it seems to me, if you do this, one should accept you'll continually bleed a bit of money and in exchange (again, only theoretically) you will always be able to keep compounding whatever happens.
     
    #65     Sep 11, 2016
  6. Daal

    Daal

    A case can be made that hedging against a big drop in stocks is unecessary. 2008 was the opportunity for a life time to get rich. For those with some cash and/or bonds plus income coming in, a 2008 style collapse is an great opportunity to get rich and retire
     
    #66     Sep 12, 2016
  7. not unless you are in cash b4 the crash. 99% of ppl rode the market all the way down. market timing nearly impossible. no one can do it consistently
     
    #67     Sep 12, 2016
  8. #68     Sep 14, 2016
    kcgoogler likes this.
  9. Excellent work stepandfetchit. I have been looking at portfolio hedging for an SPX/ES option book (for an short premium portfolio) and am coming to the conclusion that either simple long vix call OTM or long puts on /ES or SPX is the only way to go. For protecting against 10% or 20% moves or more.

    In your opinion what is the best hedge for such a situation?
     
    #69     Aug 29, 2017
  10. I am NOT the author of that report, I merely passed it on, as it seems to have legs.
    I am checking back with the author to see if he will permit disclosing his name here.
     
    #70     Aug 29, 2017