On 1/9/23 I entered an SCHD trade in both my conservative portfolio and my new dividend portfolio. I don’t mind the double position because I really like SCHD and I restarted both these portfolios for 2023 and need to get my core positions in. I will probably let it close out in the conservative portfolio […]
Author: Jim Dawson
SCHD What is the Real Return
SCHD has been a key part of my long term dividend portfolio for a long time. In may groups I am in there is always a discussion about what is the best Stock/EFT to invest in long term. Of course, your goal is important. Are you looking for Income right now, dividend growth or overall […]
JEPI Long Term Collar
I want to discuss a strategy I really like on dividend paying stocks. I especially like the strategy on high dividend income stocks if I can make the numbers work. First let’s discuss JEPI. It pay a monthly dividend of $57.00 which is about 11.42% annualized. It is a premium income fund, I actually own […]
GOOG Deep In the Money Covered Call
With the market moving up and into resistance I am trying to stay active without taking a lot of risk. Of course, trying to keep risk down also means taking less profit. As I look at my goals for the 2023 members portfolio, I am up pretty good so far in 2023 and an comfortable […]
Adding a DIS ITM Covered Call today
In a previous post I discussed the advantages of an deep in the money covered call. Yes, I know the overall returns are not as good as an at the money or out of the money covered call but as crazy as this market is I prefer the lower gains and added protection. DIS is […]
Better Way to Enter a Covered Call
Covered calls are probably one of my most used trades. There are lots of different ways I enter one. The three most common are: Starting with a Naked or Cash Secured Put. Buying the stock and selling either a 50 or 70 delta call against it 21 to 45 days out. Buying the stock and […]
What is a Short Strangle and Why would you place one?
What is a Short Strangle and Why would you place one? It is important to understand how a short (naked) call and a short (naked) put work before you commit to placing your first strangle. Why? Well because a strangle is basically the same as selling either a short call or a naked put as […]
The Short (Naked) Call
The Short (Naked) Call Shorting or selling a call is the opposite of buying a call. When you buy a call you typically expect or want the underlying to go up in price since you have purchased the right to buy the underlying at a specific price. When you short a call you are giving […]
The Long Put
The Long Put The Long Put is another of the most basic of options strategies you can use when trading options. It is easy to understand and you know your risk when you enter the position. Most people do however, forget about the effect of Delta on the position. When purchasing an option, I like […]
The Long Call
The Long Call The long call is one of the most basic option strategies you can use when trading options. It is relatively simple and easy to understand, however most people forget about the effect of Delta on the position. When purchasing an option, I like to have AT LEAST 30 days before expiration. Preferably, […]
