In Plus episode 472, we compare covered call and put writing strategies to Innovator's Premium Income Barrier ETFs. We consider how option writing strategies fit into a portfolio. Finally, we briefly discuss three options for tracking net worth and portfolio performance. … [Read more...]
471 Plus More on Covered Calls, Shorting Volatility, and Investing Emergency Funds
On Plus episode 471, we compare covered call strategies, selling puts, and shorting volatility. We explore the purpose of emergency funds and how to invest them. … [Read more...]
471: Unlocking Income—A Comprehensive Guide to Investing in Covered Call ETFs
How to use covered call and buy-write strategies to generate income while understanding the risks and having realistic return expectations. Topics covered include: How covered call strategies work How much can you earn investing in covered call strategies What are some numerical examples based on current option prices How covered call strategies can be used for both stock and bond ETFs What are some covered call ETF examples Show Notes Investments MentionedJP … [Read more...]
358 Plus: Tactical Asset Allocation, Two Buy-Write ETFs, and Deciding Whether to Buy a Restaurant Franchise
In Plus Episode 358, we review several studies that use a 200-day moving average to move in and out of the stock market. We compare the Global X Nasdaq 100 Covered Call ETF to the Global X S&P 500 Covered Call ETF. Finally, we consider whether a couple should buy a vegan fast food restaurant franchise. … [Read more...]
337: Why in the World Would You Own Bonds?
With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options. Topics covered include: David's business and investment philosophy How bond funds have performed in 2021 Three disparate views on the direction of interest rates from Capital Economics, Ray Dalio, and Hoisington Investment Management Company How to invest in China … [Read more...]
291 Plus: Mid Month Update, When to Increase Risk, Mortgage REITs and Covered Call Writing
In Plus episode 291, for the week of March 21, 2020, we review market returns and the latest economic releases. We discuss the recent changes to the model portfolios. We also consider what needs to happen before we increase risk by investing more in stocks. We review what is going on in the mortgage REIT space where securities have gotten hit extremely hard. Finally, we answer a member's question about covered call writing on a stock that comprises a large percentage of his net worth. … [Read more...]
278 Plus: Mid Month Update, Buy Back Yields and Covered Call Writing Strategies
In Plus episode 278 for the week of November 23, 2019, we review the latest market conditions including measures of whether markets are in gear or not. We explore the impact of buybacks on earnings growth. Finally, we discuss the risks and reward of covered call strategies, which are also known as buy-write strategies, including why David sold his recent closed-end fund purchase that pursues that type of strategy. … [Read more...]
MNY149 Plus: Timber Investing, Sector Rotation and Covered Calls
This week March 18, 2017 on Money For the Rest of Us Plus we introduce a primer on timber investing written by a member. We look at examples of why an economic sector rotation strategy is so difficult to implement in terms of outperforming the broad stock market. Finally, we review covered call strategies. … [Read more...]
