Sentences with phrase «small hedging position»

A small hedging position in SH, however, won't break the bank in an up market, while still providing much - needed respite in a downturn.

Not exact matches

In the Strategic Growth Fund, that puts us in the position of being fully hedged, but with a small speculative call option position that I would expect to increase toward 2 % of assets if the market pulls back somewhat further without a significant deterioration in market internals.

Since this now falls below the regulatory threshold for reporting, we won't know if Mandel's hedge fund firm sold completely out of the name, or if they still hold a small position.

Cenovus Energy -LRB--1 %) was eliminated as discussed last quarter, and Actavis (+2 %) had a negative impact given we had a small short position as a hedge against our shares in Forest Labs that were short - term, as discussed in the March 2014 letter.

Over this evaluation period, the fund had major equivalent positions in the iShares MSCI EAFE Small - Cap ETF (SCZ), iShares MSCI EAFE Growth ETF (EFG), iShares International Treasury Bond ETF (IGOV), MSCI EAFE Hedged Equity ETF (DBEF), iShares MSCI Sweden ETF (EWD), and iShares MSCI Ireland Capped ETF (EIRL).

While adding gold as a hedge is important, if things get wonky, a small gold position probably won't do the trick.

Instead, you can buy the SH as a small hedge against your long positions, so if they do fall off, at least something is buoying your portfolio by moving higher.

Investors should also consider a levered ETF for very short - term hedging positions — the UltraShort S&P 500 ETF (SDS) is an example — but be careful to keep only a small portion of your portfolio in such a levered trading vehicle.

In addition, we've got enough deterioration in market action already to warrant a small position (less than 2 % of the Strategic Growth Fund) in «contingent» put options capable of hedging the other half of the portfolio in the event of a substantial market decline.

The portfolio manager of the AlphaNorth Partners Fund (hedge fund), and the AlphaNorth Growth Fund and AlphaNorth Resource Fund (mutual funds), noted that while short positions are a relatively small part of the firm's strategy, they are being used more these days.

That means it requires a small dollar amount of them to hedge a much larger dollar value position in an underlying security.

Especially now, when bond yields are so low, I don't see a lot of reason to extend the maturities of my bond portfolio, aside from a small position in ultra-long Treasuries, which is a hedge against deflation.

However, UTV's now a much smaller NAV component, plus I reckon it trades close to fair value at the moment — it might be worth a flier for the next few months, otherwise you may wish to hedge your exposure with an appropriate UTV short position.