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December 6th, 2017 at 11:19 am
Phil/Portfolio Review
One of my friend has the following positions in a small portfolio which have been accumulated over a period of 2 to 5 years. he cannot do options in this account and do not want to sell and book profits and pay the taxes. Do you think there is a way to hedge the portfolio without options (I guess it is difficult…). Plan is to sell some in Jan 2018.
AA –
AIG –
AIGWS
ARNC –
AXP –
C –
CSCO –
DNKN
EXK –
FMCC –
FMNA –
GE
GS –
HBAN –
KMI
MTW
NXPI
OMER –
PFE
SNAP
TXT
VRX
WBT
WFC –
X
AXP, C and WFC have good gains at this point. And EXK and SNAP are in big losses.
I want to know what you recommend to protect gains in a portfolio without using options. I can provide more information if require.
thanks as always.
Regards