Jordan Kahn: Protecting Your Portfolio With Hedging | Investing With IBD

TL;DR

Professional portfolio manager, Jordan Khan, discusses his strategies for managing a portfolio, including hedging and utilizing options, in a volatile market.

Transcript

foreign and welcome to investing with IBD podcast sponsored by North Coast Asset Management it's Justin Nielsen your host and it is November 16 2022 and joining me as always is Arusha Pieris he is an O'Neill Global advisors portfolio manager and uh well kind of kind of a fan of USC as you can see in the background but I mean if he's going to be a f... Read More

Key Insights

• ✳️ Jordan Khan's investment strategy includes utilizing hedging strategies and options to manage risk in a volatile market.
• 🔊 Technical analysis plays a significant role in Khan's decision-making process, including identifying high-volume breakouts and monitoring moving averages.
• 🧘 Khan emphasizes the importance of active portfolio management and adjusting positions based on market trends.
• 🧘 He provides insights into specific stocks, such as Quanta Services and Vertex Pharmaceuticals, and explains how he managed those positions through various market conditions.
• 😒 Khan prioritizes risk management and uses hedging strategies to protect against potential downside moves in his portfolio.
• 📈 He highlights the challenges of trading cyclical stocks and the importance of being aware of broader market trends.

Questions & Answers

Q: How does Jordan Khan incorporate technical analysis into his investment strategy?

Khan uses technical indicators, such as moving averages, to determine the market's overall trend and adjust exposure accordingly. He also looks for high-volume breakouts as an entry point for stocks.

Q: How does Khan use options to manage risk in his portfolio?

Khan utilizes options for hedging purposes, such as buying put options to protect against potential downside moves in stocks. He also employs options for trading around earnings announcements or when a stock becomes overextended.

Q: What factors led Khan to part ways with Mosaic stock?

Khan recognized the stock's climactic run and saw signs of a potential reversal, both in technical indicators and the overall market environment. He made the decision to take profits and look for other investment opportunities.

Q: How does Khan balance his portfolio and manage multiple positions?

Khan works closely with his team to closely monitor and discuss individual positions. They trade around positions, adjust exposure based on market conditions, and actively use hedging strategies to manage risk.

Summary & Key Takeaways

• Jordan Khan discusses his approach to managing a portfolio, which includes using a hedged equity strategy and trading options.

• He emphasizes the importance of monitoring market trends and using technical analysis to inform investment decisions.

• Khan shares insights on specific stocks, such as Quanta Services and Vertex Pharmaceuticals, and explains how he managed his positions through various market conditions.