Sunday, 2 April 2017

How to Invest Risk Free into Equities

I've thought about certain circumstances where a stock has risen beyond fair value and continued to be overbought. I was worried about pullbacks wiping out my capital. Take for example, if I went long into Apple at 100. It is now 141 and overbought. USD100k turned into 141k. What do I do next? I could sell all of my Apple and harvested USD141k. But if Apple rallied to USD150, I would have lost a further USD9.

An alternative is to remove USD100k. Keep USD41k in Apple and let it run. The rest of the exit rules apply. If it rises to USD150, I would have made a further USD8k. If it falls back to 100, I would have my profit reduced to USD30k but my principal remained in tact.

I could do that for every stock I buy until my entire portfolio is risk free! 

No comments:

Post a Comment