Strategy

Portfolio Insurance: Definition

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Simple Definition

Using options or other strategies to protect a portfolio from large losses.

Why It Matters

Portfolio insurance is like homeowner's insurance - you hope you never need it, but you're glad it's there when disaster strikes. Buying SPY puts or VIX calls before a crash can offset losses in your stock holdings. The cost (premium) is your 'insurance premium' for peace of mind.

Key Points

  • Costs 1-3% annually to maintain put protection on a portfolio
  • Can use index options (SPY puts) to hedge a diversified stock portfolio
  • Some hedge with VIX calls - they spike when markets crash

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Related Terms

Common Questions

Using options or other strategies to protect a portfolio from large losses. Portfolio insurance is like homeowner's insurance - you hope you never need it, but you're glad it's there when disaster strikes. Buying SPY puts or VIX calls before a crash can offset losses in your stock holdings.

Portfolio insurance is like homeowner's insurance - you hope you never need it, but you're glad it's there when disaster strikes. Buying SPY puts or VIX calls before a crash can offset losses in your stock holdings. The cost (premium) is your 'insurance premium' for peace of mind.

Costs 1-3% annually to maintain put protection on a portfolio

Can use index options (SPY puts) to hedge a diversified stock portfolio

Some hedge with VIX calls - they spike when markets crash