How to Protect Your Portfolio From Earnings Season

The high conviction names, maybe 5%. Again, it depends on how much money the client has and what their income needs are currently or in the next few years. And then obviously some of the maybe smaller cap growth names that you just touched upon, not more than 1%, or really half a percent would be more appropriate. But these days, it's amazing with earnings season how these stocks will just jump up dramatically on earnings or gap down out of nowhere.