Jordan Kahn, CIO at ACM Funds, talks about how to use hedging to dial in the right amount of exposure for a portfolio. Strategies include shorting index and sector ETFs for the portfolio and using option strategies for individual stocks. The hedging helps weather volatility to achieve long-term capital gains. He demonstrates the strategies with a discussion of recent market action and stocks like Quanta Services (PWR), Vertex (VRTX) and Mosaic (MOS). For the video version, visit investors.com/podcast.

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