Topic: “Covered Options: Turn your stocks into junk bonds.”
By popular demand we revisit strategies for generating income and reducing risk via covered options. Practical techniques, results, and exploiting trends.
The Decision Moose tactical asset allocation strategy handsomely rewarded investors for many years. Does the Moose still bellow, or is it only squeaking? If time permits we will consider whether REITS still diversify, commodities still hedge inflation, and update a few guru predictions.
View or download: 2011-02-Moose
We will take a look at several market forecast and market valuation models from CXO and other sources. Do they help predict turning points? What are they telling us about the next 6 months?
Click to view presentation 2011-01-Models
We look at some widely followed indicators of future stock market performance: 52-week highs, valuation ratios, Leading Economic Indicators, GPD growth, Federal Funds rate, etc. Do any of them actually work?
The rise of indexation and index-based portfolio strategies has profoundly affected the market itself. Eternal verities such as value investing, fundamental analysis, stock picking, small-cap premium are challenged by huge amounts of money sloshing from ETF to ETF at the click of a mouse. We look at the evidence and consider how individual investors might respond.
Jason Zweig’s “The Little Book of Safe Money: How to Conquer Killer Markets, Con Artists, and Yourself”
Click to view presentation 2010-10-SafeMoney
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From Paul the Oracular Octopus to Cramer’s Hot Picks to Federal Reserve outlooks, we hungrily devour forecasts from the experts. But how reliable are they? We will look at their records and learn that the real suckers aren’t on octopuses.
Combined strategy to exploit two prominent anomalies: “Turn of the Month” effect and put options premium pricing.
View presentation: 2010-09-CalendarOption
Can conservative investors make money with put and call options? We take a look at strategies for writing covered options to provide income and reduce risk in actively managed portfolios.
We look at how inflation and deflation affect assets and look for investible ETFs that might provide some defense.