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Professional 5 min read

Hedging a portfolio: an overview

Ways to reduce downside — and the trade-offs of each.

Hedging means accepting some cost or capped upside in exchange for reduced downside. It's insurance, and like insurance it has a premium.

Common approaches

  • Holding cash or short-duration bonds to cushion drawdowns.
  • Diversifying into assets with low correlation to your core holdings.
  • Options (e.g., protective puts) — powerful but complex and with real costs.
  • Reducing position sizes in your most concentrated bets.

Match the hedge to the risk

The cheapest 'hedge' is often simply not being over-concentrated in the first place. Use XMarketPro's portfolio risk tools to find where your real exposure is before paying for protection.

Nothing here is investment advice — hedging with derivatives carries significant risk and isn't right for everyone.

Educational content only — not investment advice. Put it into practice on any stock page in XMarketPro.