Hedging strategies

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EFAS: I Finally Found An International ETF I Like
Seeking Alpha· 2025-07-27 07:14
Group 1 - The article discusses the search for an international ETF that can outperform the S&P 500 in terms of returns and risk management [1] - The author emphasizes a quantitative approach to investing, valuing mathematical analysis over traditional sell-side analysis [1] - The investment strategy includes a focus on value stocks with growth potential across various market capitalizations and sectors, including international stocks and REITs [1] Group 2 - The author has a long position in LVHI shares, indicating a personal investment interest in the stock [2] - The article is presented as an independent opinion without external compensation, highlighting the author's autonomy in analysis [2] - There is a disclaimer regarding the nature of past performance and the lack of recommendations for specific investments [3]
XMMO: Holding Out For More Data
Seeking Alpha· 2025-07-22 15:31
Group 1 - The article emphasizes the author's preference for mid-cap stocks, highlighting their potential for strong returns compared to large-cap stocks [1] - The author, identified as The Barnacle, has a background in mathematics and believes in data-driven investment decisions, often disregarding sell-side analysis [1] - The investment strategy includes a diverse range of assets such as mid-caps, small caps, international stocks, gold miners, and REITs, with a focus on value stocks that still have growth potential [1] Group 2 - The author has a beneficial long position in the shares of XMHQ, indicating a personal investment interest in the stock [2] - The article is presented as an expression of personal opinions without any compensation from companies mentioned, ensuring an independent viewpoint [2]
I'm Selling My IDMO
Seeking Alpha· 2025-07-15 02:57
Group 1 - The author transitioned from individual stock analysis to exploring ETFs due to the extensive work required for managing multiple positions [1] - The author developed analytical tools and screening techniques to facilitate ETF investments [1] - The author emphasizes a mathematical approach to investing, believing that numbers should guide investment decisions [1] Group 2 - The author expresses skepticism towards sell-side analysis, considering it generally poor quality [1] - The author shares insights on value stocks with growth potential across various market capitalizations, including large caps, midcaps, small caps, international stocks, gold miners, and REITs [1] - The author utilizes hedging strategies but prefers ETFs that align with those needs [1]
A Pair Trade Opportunity By The Southern Company Baby Bonds
Seeking Alpha· 2025-06-20 16:45
Group 1 - As global tensions rise, investors are increasingly seeking safer investment options due to fears of potential conflicts impacting market liquidity and increasing volatility [1] - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1] - The article emphasizes the importance of active portfolio management and discussion among sophisticated traders and investors during uncertain times [1] Group 2 - The article includes a disclosure regarding the author's beneficial long position in SOJE shares, indicating a vested interest in the stock mentioned [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided [2] - The article clarifies that Seeking Alpha does not act as a licensed securities dealer or investment adviser, highlighting the independent nature of its analysts [2]