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:

• is simpler

• 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…