Investment Fund PM Underwater

I run a LO fund for my high school's investment club and am down 3-4% over the past month. I would have hedged, but the retarded board will not give me permission for derivatives/margin. There's an upcoming meeting to discuss the future of the fund, any advice for bullshitting my way out of this one?  

9 Comments
 

Down 3-4% in an unhedged long-only strategy in a month where the S&P 500 is down >10% is excellent. Nothing to explain, you should be discussing how great the relative performance has been.

 

Sounds like you need to push half the portfolio into SPXS (Direxion Daily S&P 500 Bear 3X Shares). You're still long, but you're (aggressively) short the market. 

 

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