Barbell Hedging Beachman's Portfolio - Part 3 (Final)
Portfolio: My action plan regarding sectors that do well today's environment
In Part 1 of this series, I discussed how I prefer to hedge my portfolio using a barbell strategy - owning sectors that could do well during the volatility of 2022-2023, while hedging the growth side of my portfolio. I find that this approach:
needs less monitoring time
is less expensive than buying options, inverse ETFs or directly shorting
generates less false positives
And if we find the right barbells, it can be accretive to our portfolio returns.
In Part 2 of this series, I shared a couple of consumer staples companies that I am eyeing for additional barbell hedging.
To wrap up this analysis and develop a concrete action plan…