Formiga.

Unit 6 · Level 4 · Portfolio & Hedging

Hedging the book

You've met the hedging instruments: protective puts (League 4 options), perp shorts vs spot (perps unit), and the humble hedge of just holding cash. Portfolio hedging asks one question before scary periods: 'how much drawdown can this book (and this human) actually tolerate?' Then it buys down the excess.

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What you get asked

  1. Match the hedge to its character

    Four tools, one dial: how much of the storm do you want to feel? None is free; insurance never is.

  2. Why is 'hedge everything always' NOT the answer?

    Insurance is worth buying only sometimes. A fully-hedged book is an expensive savings account. Hedging is situational: event risk, stretched valuations, or when drawdown would break the human.

  3. The cheapest hedge in every market, forever, is simply position ___.

    Small enough positions never need rescue. Every elaborate hedge is partly an apology for oversizing.

  4. Fed week + your book is maximally risk-on + you can't stomach a 15% drawdown right now. The mature play:

    Align the book with the stomach, then let the week happen. The book must fit the human. A technically optimal portfolio the owner abandons in panic is worse than a modest one they can hold.

  5. League 4's closing thought: what did every unit (leverage, options, perps, on-chain, macro, portfolio) have in common?

    Advanced trading is old rules holding against bigger forces. The graduation boss awaits. 🐜

The rest of this unit

Core-satellite construction, rebalancing, insurance, and the League 4 graduation.