Protecting a Stock Portfolio with Options
Summary
When an investor feels a market downturn may be over the horizon, he may choose to consider a portfolio hedge. In this session we will discuss potential ways to hedge a portfolio and how to utilize portfolio risk analysis tools in the Power E*TRADE platform.
Speaker
Investor Education at E*TRADE from Morgan Stanley
Over the last 29 years, Shawn Howell has worked with some of the world's leading brokerage and training firms including Charles Schwab, Investools, Thinkorswim Group. He's been a broker, trader, educator, consultant, and executive, as well as co-author of the book Trading By Numbers (Wiley 2012). In 2017, Shawn joined the E*TRADE content and education team as a Director of Investor Education. He specializes in options education and has taught globally in partnership with The Options Industry Council, Cboe OPTIONS INSTITUTE, Scotia iTRADE, Saxo Bank, and the TradersEXPO. Shawn holds industry licenses including FINRA Series 7, 63, 8 and graduated from the University of California, Santa Barbara in 1990. Now, with his two adult children starting their own careers, Shawn and his wife split their time between the family ranch along California's central coast, a mountain house in the Sierras and traveling internationally.
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