Hedging my portfolio...

Discussion in 'Trading' started by TimtheEnchanter, Apr 10, 2021.

  1. #11     Apr 10, 2021
  2. Overnight

    Overnight

    #12     Apr 10, 2021
    TooEffingOld, Sweet Bobby and Axon like this.
  3. ....in April.
     
    #13     Apr 11, 2021
  4. deaddog

    deaddog

    Why don't you want to sell.
     
    #14     Apr 11, 2021
  5. never2old

    never2old

    back to @OptionsOptionsOptions options post on page 1

    rather than complicate things ... if you are sure your holdings will drop, why not sell them & move back in when they drop to a level that you feel is the time to go back in?
     
    #15     Apr 11, 2021
  6. ET180

    ET180

    What's the point? To gain a dollar on the SPY position but lose a dollar on the futures? There's not even a tax advantage to doing that.
     
    #16     Apr 11, 2021
  7. There can be a tax advantage if you don't want to sell your long positions and trigger a capital gain. You can basically neutralize your portfolio for however long you want and not actually have to sell your positions.
     
    #17     Apr 11, 2021
  8. ET180

    ET180

    SPY if held for longer than 1 year has 100% long-term tax treatment. The futures are 60/40 long term / short term treatment regardless of how long they are held. So if the SPY position loses, you'll give up gains that would be taxed at the preferable 100% long-term rate in exchange for gains on the futures contract that will be taxed at a relatively higher rate. That's still preferable to not having the hedge, but it only really makes sense to do if you're sure you can or want to hold the SPY position for long enough to reach a full recovery. On the other hand, if you don't actually need the hedge and SPY continues higher, then you'll generate losses on the futures position that will more than offset the LT taxable gains on the SPY position. So yes, if you really don't want to sell the position to avoid taxable capital gains, then that strategy makes sense.
     
    #18     Apr 12, 2021
    shuraver likes this.