MEPX
Chapter 8 of 10All chapters

Chapter 8 of 10

Reducing risk deliberately

What it costs.

Methods

Holding safer assets, diversifying, hedging with derivatives, or simply investing less. Each reduces expected return, insurance costs money, and that is the trade.

  • A hedge that is free is usually not a hedge.
  • Reducing position size is the simplest risk control and the most underused.

Leverage

Borrowing to invest multiplies both directions and introduces forced selling. Many otherwise sound strategies have failed purely because leverage removed the ability to wait.