Crisis Investing: From COVID, To Energy, To Supply Chain Breakdowns, The Market Has Been Buffeted By Crises Recently. How We've Navigated Them So Fa.

A Gadsden flag hung out of a Southwest Airlines 737 cockpit. Photo via American Greatness

A Market Buffeted By Bad News

Our Approach To Crisis Investing

In short, it's to buy and hedge a handful of names that a) we estimate will do well over the next several months and b) are relatively inexpensive to hedge. The goal here is to do well while the market goes up, and limit your downside if it doesn't.

Using that process, this is the portfolio our system generated in July for someone with $500,000 to invest who was unwilling to risk a decline of more than 20% in the event of a catastrophic crash:

Screen captures via Portfolio Armor on 7/19/2021.

Why Those Stocks?

Why Those Hedges?

On our website, if you click the plus signs in the portfolio above, the positions expand to give you a better look at the hedges. For example, this is what the GNRC position looks like expanded.

GNRC is hedged with an optimal, or least expensive, put option. Most of the other positions are hedged with optimal collars.

Enough Details: How Is It Doing So Far?

Net of hedging and trading costs, it was up 4.5% as of Monday's close, versus SPY which was up 2.62% over the same time period.

So far, not bad.

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