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Old 01-18-2008, 08:10 AM
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Re: Recession Exposure

James,
The ideas for protecting a long only portfolio can be very basic to exotic.

Some basic ideas:
But puts
Covered calls
Buy a short ETF

Some exotic ideas:

Use futures to hedge (what many big money managers use them for)
Can do some neat stuff with options (options on stocks and/or futures)
Stock futures

Just a few ideas that come to mind. I know 'exotic' may not seem like much here, but to the average investor, those are some exotic ideas. I remember as a broker when going through a time like this, the long only portfolios were just in the shitter and people were panicking. Many would be in 100% cash by now or close to it. Many would sell out near the bottom, that's for sure. So some protection would be nice, but again, the average investor does not / will not think about ways to make money or at least protect what they have in a downfall market. Many just simply cash out somewhere near the bottom.

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