Adam Taggart's Thoughtful Money®

Adam Taggart's Thoughtful Money®

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Adam Taggart's Thoughtful Money®
Adam Taggart's Thoughtful Money®
How To Reduce Portfolio Risk | New Harbor Financial
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How To Reduce Portfolio Risk | New Harbor Financial

Common ways to protect your portfolio using option hedges

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Adam Taggart
Jul 02, 2024
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Adam Taggart's Thoughtful Money®
Adam Taggart's Thoughtful Money®
How To Reduce Portfolio Risk | New Harbor Financial
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With so many recent interview guests on this channel expressing concern about the near-record levels of overvaluation AND narrow trading breadth in stocks, about slowing economic growth, a weakening consumer and rising recession odds, many of you viewers have been asking for an instructional video on how to protect your portfolios from market risk -- a process otherwise known as hedging.

Well, your ask is our command.

So in this video, the senior partners at New Harbor Financial, one of the financial advisory firms endorsed by Thoughtful Money, will walk us through the fundamentals of hedging using options.

John Llodra and Mike Preston, along with their team at New Harbor, employ these options hedging strategies on a daily basis to protect the half a billion in client capital their firm manages.

Please let me know if you value “how to” videos like this. If you do, I’ll be happy to create more on other investing topics of interest to the Thoughtful Money audience.

To watch the options hedging tutorial, click here or on the image below:


NOTE: This video is not personal financial advice! Before trading options on your own, Thoughtful Money HIGHLY recommends first gaining experience using them under the guidance of a professional financial advisor well-experienced with the techniques mentioned in this video.


I’m so grateful to everyone who has kindly supported me by becoming a premium subscriber to this Substack. It’s making an important difference in helping me afford the substantial startup costs of running Thoughtful Money.

Premium supporters receive my “Adam’s Notes” summaries to the interviews I do, the new MacroPass rotation of reports from esteemed experts, plus periodic advance-viewing/exclusive content. The slides from today’s presentation are being made available to them below.

If you, too, would like to become a premium subscriber to this Substack (it’s only $15/mo, less than $0.50/day), then sign up now below.


For Premium Subscribers: New Harbor’s Slides

To access the slides John and Mike walked through in this presentation,

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