How to protect your portfolio with options
While options allow investors to manage risk and protect their portfolios, it's crucial to firstly get advice to understand what you're doing.
This is a financial news article to be used for non-commercial purposes and is not intended to provide financial advice of any kind. Opinions expressed herein are subject to change without notice and may differ or be contrary to the opinions or recommendations of Morningstar as a result of using different assumptions and criteria.
© 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.
More from Morningstar
Stocks
Meet the industry leader with a repeat presence in our Best Stock Ideas.
Stocks
A David Dreman style screen unearths two No Moat ASX companies that our analysts think are undervalued.
Stocks
Great companies can become merely good or even below average. Here is how I'd go about avoiding situations like this.
Stocks
Poor capital allocation can lead to weaker returns and greater downside risk for shareholders. Here are some behaviours you don't want to see from...
Stocks
Morningstar’s Brian Han downgrades the company’s moat rating and cuts fair value however shares remain at an attractive discount.
Stocks
Along with the narrow moat rating we raised our fair value by 12%.