Guilty. But that's why I raised the issues-- we have this discussion all the time at Hale Nords when these lifestyle-arbitrage "opportunities" present themselves. And then usually we stick with the same asset allocation, no matter how much of its products we happen to be consuming that quarter or how underpriced Apple that stock may look.
An option contract sounds like a great hedging technique, though.
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Originally Posted by REWahoo
And maybe I'm confusing you with CFB...
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Ouch! Corpsman!!
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