One aspect of my style of money management is the ongoing use of a counter strategy. I should probably devote more writing to this idea. I like to have limited exposure to investment products that will go up when everything else goes down. There are all sorts of inverse funds, gold, currency funds and so on available to pursue the idea.
There is not a lot of content out there that addresses this but here is one article that creates awareness from Marketwatch. The author asserts his belief that things like falling dollar funds and inverse bond funds will likely be winners in the coming months.
I don't know anything about the author. I don't really care if he ends up being correct or not. What makes the article so useful is that it creates awareness of what I think is a very important topic.
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3 comments:
"One aspect of my style of money management is the ongoing use of a counter strategy...I like to have limited exposure to investment products that will go up when everything else goes down."
So, do you consider yourself a contrarian investor?
I have never labeled myself as contrarian. I imagine, like most people managing money a couple of things I have done are contrarian.
A counter strategy means, to me, a little bit of protection in case I am wrong. If I were convinced that very bad things are coming for US equities and had structed portfolios to be very defensive I would still have some stock exposure in case I am wrong
Interested in seeing more on this subject.
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