Taking some profits….

In my June 25th post  I explained why I was a buyer of the dip in the markets.  I purchased several ETF’s on that day at a time when the S&P was trading at the 2710 area. Today I took profits on those positions as soon as the S&P hit 2790.  I didn’t anticipate this […]

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Selling put options, part II

In a previous article I discussed how selling put options is a viable alternative to owning stocks.  It provides income from the premium that is collected and the strategy doesn’t tie up as much cash as holding common stocks.  Please go back and re-read the article.  I also recommend purchasing and reading a wonderful book that […]

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Writing covered calls

In a previous article I provided a discussion on writing put options as an alternative to owning common stocks.  It’s a passive cash flow method I use on a consistent basis.  Besides dividend payments, how does an investor generate income from the common stocks they already own?  The simple answer is by writing covered calls. Writing […]

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I’m Buying this dip!

The trade tensions are causing this sell-off.  Like most headline risk, this is temporary and it provides investors (and traders, in my case!) a rare opportunity to buy the dip.  Just because today’s selloff looks and feels scary doesn’t mean it is real. Every buyable dip feels this way.  The market is providing investors & […]

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Retirement Withdrawals Success Rates

In my March 22nd article on how much you needed to retire I mentioned the 4% Rule based on the Trinity Study .   Below I offer you an exhibit that provides a framework for which to allocate your assets, based on the likelihood that your money will outlive you.  You certainly don’t want to outlive your money. Along the […]

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