Portfolio hedging

Portfolio hedging

There are times when we all want to protect our assets from falling.

There are efficient ways of doing this in the financial markets without selling and triggering taxable capital gains and other often costly sale commissions. In many ways, this is just a way of “seeking shelter from the storm,” either because markets are not acting well, or due to temporary personal circumstances.

Usually, the best time to get acquainted with these strategies is when they are not needed, so they can be considered with a clear head.

That is why at the Newman Group offer, we offer our clients information on how these services work, and often recommend putting in place protection facilities that can protect your portfolio from falling should you decide you want to neutralize the downside.

For a more detailed discussion please call us or read our published articles in the Globe and MailReport on Business, and our hedging information brochure.