skip to content
Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
Q: What Companies or Financial Instruments to you suggest buying in preparing for the event of a Major correction ?... - I know long term planning/holding will average things out with certain holdings... But...

- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...

- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...

- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?

Thanks,
M
Read Answer Asked by michael on December 09, 2024
Q: What is the best way to reduce the max drawdown in a long term growth investment portfolio that has increased a lot in value over the years? What are some strategies or things for investors to be cognizant of or do over time?

My investment strategy is to buy high quality compounders and hold them a long time. My top sectors by weight are tech, financials, industrials and cons. cyclical. My bottom ones are utilities, materials and communications with energy and staples in the middle.

It always seems like my portfolio takes the stairs up and the elevator down. I'm happy with the returns so far and hold high quality growth names. Are there strategies to reduce the downside while enjoying the max upside? : ) Such as raising cash or hedging (PSQ, SH) at certain times, although this is market timing which I tend to try to avoid. Your thoughts? Thank you!
Read Answer Asked by Keith on September 24, 2024
Insiders
Share Information
SEC Filings
News and Media