Podcasts about Covered call

Bug infestations are stressful. Having an established relationship with a “bug guy” helps exterminate that stress. All emergencies are more stressful when you try to handle them alone, but having a financial planner who enables you to understand where funds can come from helps decrease your stress. Listen in as Ben Utley and Nate Reineke discuss what funds you should use to save for retirement and how those funds help cover you in an emergency. We also answer your colleagues' questions. Changing Advisors An ENT in Florida is changing advisors and wants to know if a proper break-up is required or if ghosting is acceptable. Covered Call and Put Options An internal med doc in Texas has been trying to get more involved in his finances and wants our opinion on covered call and put options. Funding HSA vs FSAA listener emailed in and is changing jobs. They are curious if they can fund an HSA right away or if they have to wait since they currently have an FSA. Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple header between high income covered call ETFs from JPMorgan Asset Management (JEPI) vs. ProShares (ISPY) vs. Goldman Sachs Asset Management (GPIX). Who wins the battle?Program judges Shana Sissel and David Dierking examine this ETF showdown with funds that use covered call income strategies.   Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin my BTC Discordhttps://discord.gg/PY5tKvAamBListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA00:00 – IntroductionOverview of the video topic and what viewers can expect.01:15 – What is a Covered Call?Explanation of the traditional covered call strategy.03:30 – Understanding Synthetic Covered CallsIntroduction to synthetic covered calls and how they differ.06:00 – Comparing Risk ProfilesAnalysis of the risk associated with each strategy.08:45 – Profit Potential AnalysisDiscussion on potential returns from both strategies.11:20 – Tax ImplicationsOverview of tax considerations for each approach.13:50 – Real-World ExamplesCase studies demonstrating each strategy in action.16:10 – Common Mistakes to AvoidHighlighting pitfalls investors should watch out for.

Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA

Im Mai präsentierten sich die internationalen Börsen für Einkommensinvestoren einmal mehr als herausforderndes Spielfeld zwischen Chancen und Risiken. Während geopolitische Unsicherheiten und volatile Börsenkurse für Nervosität sorgten, eröffnen sich zugleich attraktive Gelegenheiten für antizyklisch agierende Anleger. Die aktuelle Folge des Einkommensinvestoren-Blitzlichts beleuchtet die wichtigsten Entwicklungen: Von der Goldrallye über den Generationenwechsel bei Berkshire Hathaway bis hin zu den Dividendenhighlights in Europa und den Besonderheiten des Optionsmarkts. Das Einkommensinvestoren-Blitzlicht wird von Trading212 vorgestellt, nach unserem Dafürhalten ein echter Neobroker für Einkommensinvestoren. Das Investitionsspektrum umfasst circa 10.000 Wertpapiere an 13 internationalen Börsen, darunter eine Vielzahl dividendenstarker Aktien, ETFs, ETPs und CEFs – und das ohne Ordergebühren und ohne Fremdkostenpauschale:

2 trades today! ENPH covered call and a post earnings 1:3 put ratio spread in PLTR  

In a world where traditional income sources fall short and market volatility threatens portfolio stability, finding the sweet spot between yield and growth becomes increasingly challenging. Enter Cullen Capital's Enhanced Equity Income Strategy (DIVP), a thoughtfully constructed approach that's been delivering consistent results for over 14 years.Unlike many covered call strategies that sacrifice upside potential for current income, DIVP takes a more selective approach. By writing options on just 25-40% of portfolio holdings, the strategy maintains meaningful exposure to market upside while generating a target yield of 7% or higher. Half of this yield comes from dividends paid by high-quality value stocks, with the remainder from option premiums – creating a more tax-efficient income stream than strategies relying solely on options.The portfolio consists of approximately 30-35 carefully selected large-cap value companies across all eleven market sectors, each chosen for their strong fundamentals, dividend growth potential, and attractive valuations. Trading at just 13x forward earnings, these companies offer both current income and growth potential that many pure fixed-income alternatives simply cannot match.Perhaps most compelling is the strategy's historical ability to protect capital while delivering income. A hypothetical $1 million investment at inception with 5% annual withdrawals would have provided $856,000 in cumulative income while growing to $1.3 million over 14 years – demonstrating that income generation doesn't have to come at the expense of principal.With recent market volatility highlighting the vulnerabilities of growth-heavy portfolios, DIVP's value-oriented approach has demonstrated resilience, outperforming many technology-focused covered call strategies. As investors reassess their income needs in an uncertain market environment, consider how this balanced approach to income generation might enhance your portfolio's yield while maintaining potential for long-term growth.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cullen Capital and Lead-Lag Publishing, LLC expressly dSnoreMedic is the simple, comfortable mouthguard that stops snoring instantly—so you (and your partner) can finally sleep through the night. Try it risk-free for 60 nights. Wake up refreshed.

In this episode of Options Bootcamp on the Options Insider Radio Network, hosts Mark Longo and Dan Passarelli discuss various topics related to options trading. They start by talking about the Options Insider platform and their mobile app, accessible via iTunes and Google Play. They go on to discuss the importance of understanding the role of gamma in options trading and dispelling common myths around covered calls. Additionally, they touch upon the recent chaos in car buying due to tariff concerns and share insights from listener questions about tax implications and retail trading strategies. The episode is rich in practical advice for both novice and experienced options traders. 00:00 Introduction to Options Insider Radio Network 01:10 Welcome to Options Bootcamp 02:54 Early Edition of Options Bootcamp 04:42 Liberation Day Car Buying Madness 08:40 Options Drills: Covered Calls Myths 14:35 Mail Call: Listener Questions and Polls 19:22 Strategies and No Limits 20:09 VIX April Trades Recap 22:24 Listener Questions: Gamma Explained 31:53 Tax Implications of Options Trading 35:38 Podcast and Show Wrap-Up  

In this episode of Options Bootcamp on the Options Insider Radio Network, hosts Mark Longo and Dan Passarelli discuss various topics related to options trading. They start by talking about the Options Insider platform and their mobile app, accessible via iTunes and Google Play. They go on to discuss the importance of understanding the role of gamma in options trading and dispelling common myths around covered calls. Additionally, they touch upon the recent chaos in car buying due to tariff concerns and share insights from listener questions about tax implications and retail trading strategies. The episode is rich in practical advice for both novice and experienced options traders. 00:00 Introduction to Options Insider Radio Network 01:10 Welcome to Options Bootcamp 02:54 Early Edition of Options Bootcamp 04:42 Liberation Day Car Buying Madness 08:40 Options Drills: Covered Calls Myths 14:35 Mail Call: Listener Questions and Polls 19:22 Strategies and No Limits 20:09 VIX April Trades Recap 22:24 Listener Questions: Gamma Explained 31:53 Tax Implications of Options Trading 35:38 Podcast and Show Wrap-Up  

In dieser Folge bespreche ich den jüngsten Anstieg der Nestlé-Aktie um über 10 % innerhalb weniger Wochen und analysiere die Gründe dafür. Trotz des Kursanstiegs bleibt Nestlé weit unter dem Allzeithoch, was darauf hindeutet, dass noch viel Aufholpotenzial besteht. Ich erkläre, wie ich mit meinem aktuellen Covered Call umgehe und welche Strategien ich nutze, um meine Position zu optimieren. Langfristig sehe ich Nestlé weiterhin als attraktiven Cashflow-Wert, würde aber bevorzugt bei Kursen um die 70 Franken oder darunter nachkaufen.

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested  ETF contest between Nasdaq QQQ high income covered call ETFs: NEOS It's the Nasdaq-100 High Income ETF (QQQI) vs. Roundhill Innov-100 0DTE Covered Call Strat ETF (QDTE). Who wins the battle?Program judges Athan Psarofagis at Bloomberg and David Kreinces at ETFPM.com examine this QQQ high income investing showdown with their timely analysis. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard Chan from Kurv Investments. We dive deep into how this strategy can generate additional returns while strategically managing risks.Throughout the episode, we unpack the mechanics of writing covered calls and explore the volatility premium's significance in this context. Howard sheds light on when this strategy is best employed and the underlying market conditions that can influence its efficacy. With increasing uncertainty in the markets, the conversation delves into the role of covered calls in achieving a balance between income generation and capital appreciation, particularly for investors focused on cash flow.The discussion also touches upon technological advancements that have streamlined the use of covered calls, enabling more investors and advisors to incorporate these tactics into their portfolios efficiently. Listening to this episode equips you with perspectives on the complexities of options trading, how to capitalize on various market cycles, and the potential tax benefits related to income derived from covered calls.Join us as we explore practical insights and expert opinions on optimizing investment strategies for generating stable returns. Don't forget to subscribe and share your thoughts on how covered call strategies fit into your investment philosophy!DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Kurv Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In dieser Folge unseres Podcasts zerlegt Alex den Mythos des Covered Calls. Was sind die Nachteile der beliebten Optionsstrategie, welche Funktion hat diese in der Wheel-Strategie, wo liegen die Risiken und warum hält der Covered Call selten das, was er verspricht? Dies erfahrt ihr alles detailliert in dieser Folge.   Powered byCapTrader  Mehr zum Thema professioneller Optionshandel:  •⁠Homepage⁠ •⁠Der Optionsbrief •⁠Kostenloser Newsletter⁠ •⁠Unsere kostenfreie E-Books⁠ •⁠Instagram⁠ •⁠Twitter⁠  Unsere Tools  • ⁠Unser Chartanalyse Tool TradingView⁠ * ($15 Guthaben)   •⁠Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega⁠ * (50% Rabatt!)   • ⁠Fastgraphs zur fundamentale Analyse unserer Aktieninvestments⁠ *   • ⁠Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien⁠ *   * Affiliate-Links. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest.     Alexander Eichhorn und Maximilian Bothe sind erfahrene Optionshändler und Trainer & Coaches bei Eichhorn Coaching. In Seminaren und in Einzelcoachings lehren sie den erfolgreichen Optionshandel von den Grundlagen bis hin zum professionellen Handel von Future-Optionen. Trade-Ideen, Hintergrundinformationen und ihre Echtgeld-Performance veröffentlichen sie regelmäßig in Blogbeiträgen, Live-Webinaren und im Eichhorn Coaching Newsletter. Risikohinweis: Dieser Podcast dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Podcast hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Podcast zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von Eichhorn Coaching als vertrauenswürdig und zuverlässig erachtet. Eichhorn Coaching übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden.    #Optionen #Aktienoptionen #Optionenhandeln #Optionshandel #Optionshändler #Optionsstrategien #Futures #Indexoptionen #Optionstrading #Options #Börse #Geld #Finanzen #Handel #Investor #Investment #Trader #Trading #Aktien #ETF #ETFs #VIX #Vola #Volatilität #Margin #Margincall #Tradingsteuer #Vermögenssteuer #Dividenden #Dividendenaktien #Rohstoffoptionen #0DTE #Wheel #Cashflow #Wheelstrategie #Cashsecuredput #gedeckteoptionen #Verlustverrechnungsbegrenzung #Tradingsteuer #0DTE   Kapitel 00:00 Einführung 01:50 Was sind Covered Calls? 05:30 Nachteile von Covered Calls 13:10 Risiko eines Covered Calls 17:07 Steuerprobleme für Covered Calls: 17:46 Tipps vom Coach 24:40 Muss ich bei einem Covered Call wirklich 100 Aktien haben? 25:18 Wann werden Covered Calls ausgeübt? 26:20 Wie kann man einen Covered Call rollen? 27:18 Was hältst du von Poor Man Covered Calls? 28:21 Sind Covered Call ETF sinnvoll? 29:10 Verabschiedung 

In dieser Folge zeige ich euch mein Depot-Update für Januar 2025, in dem ich mit 44.000 Schweizer Franken Gewinn eine starke Performance erzielt habe, auch wenn ich leicht hinter meiner Benchmark, dem Vanguard FTSE All-World ETF, lag. Besonders gut haben sich mein Krypto-Bereich sowie mein neuer Global X Nasdaq 100 Covered Call ETF entwickelt, in den ich 100.000 USD investiert habe, um den Cashflow zu steigern. Zusätzlich erkläre ich meine Strategie mit Covered Calls, meine aktuelle Asset Allocation und teile einige spannende Zukunftspläne, darunter neue Videos zu Bitcoin-Sparplänen und langfristigen Investitionen.

After our recent episode exposing how a simple covered call options strategy could create some additional income in your Canadian investment portfolio, you might be wondering what it could look like in practice. In this episode, we walk through an actual covered call option scenario step by step to show you how selling at-the-money options can pad your bottom line with extra premium while offering some strategies to adjust trades when the stock price moves against you. Whether you're looking to use covered call options to protect against a market downturn or capture steady returns from shares you already own in your Canadian portfolio, knowing how to navigate each possible outcome is key to feeling confident about every covered call options trade you enter.By digging into real numbers and real time-stamped events, you'll discover what happens when your covered call option expires worthless, what it means if your covered call option expires “in the money” and your shares are “called away,” and you'll learn how rolling an in-the-money covered call option can create even more income from the added extrinsic or time value. This deep dive transforms theory into practice so you can decide if a covered call options strategy is the right fit for your Canadian financial freedom goals.What you'll learn:Experience a step-by-step breakdown of a live covered call options trade using the Nasdaq 100 ETF, ticker QQQ;Understand how and why you'd roll an in-the-money covered call option to keep your shares and earn additional premium; and,Gain confidence in handling each outcome—from worthless covered call option expirations to assigned shares—so you can build a more resilient Canadian investment portfolio.Press play now to discover how a single covered call options trade can reshape your approach to generating extra income from the shares you already own.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars intReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Are you leaving easy-safe money on the table by letting your stocks sit idle in your portfolio?When the market's unpredictable swings have you wondering if there's a better way to capitalize on your investments, selling covered calls can offer a lucrative and relatively safe income stream you may be overlooking. Rather than watching your portfolio's value bounce around, imagine renting out your shares the same way you'd rent out a property, collecting premiums while still maintaining a stake in the stocks you believe in for the long term.More importantly, as you strive to build wealth responsibly, managing taxes and minimizing risk become top priorities. In this episode, you'll gain insights into how covered calls can help you smooth out the turbulence in your investment returns, whether you're preparing for early retirement or seeking to optimize the cash flow from assets you already own.Learn a simple yet powerful way to generate consistent monthly income from your existing sharesDiscover tax-friendly strategies for handling premium income in both personal and corporate accountsGain the confidence to navigate call option trades without the high-stakes risk often associated with options tradingPress play now to learn exactly how covered calls can earn you extra income from the stocks you already own.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Visit the Canadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. For business owners, navigating the complexities of corporate structures, tax implications, and investment strategies can feel overReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Im Mutterland des Income Investing soll es alleine knapp 450 Fonds geben, die ihre Barrendite mit Optionsstrategien aufpeppen. 47 Milliarden US-Dollar haben Anleger diesen im vergangenen Jahr anvertraut. Von den USA ist der Trend mittlerweile nach Deutschland übergeschwappt, wo vor allem Covered-Call-ETFs aktuell massiv beworben werden. So wie die vollmundigen Werbebotschaften schießen allerdings auch die Kritiker dieser Produktgattung bisweilen über das Ziel hinaus. Die ganze Wahrheit über Covered-Call-ETFs gibt es daher mit Anton Gneupel und mir in der aktuellen Folge des Einkommensinvestoren-Podcasts. Der Sponsor dieser Podcastfolge ist CapTrader. Als treuer Kunde profitiere ich seit vielen Jahren von den günstigen Preisen, dem riesigen Wertpapierangebot und dem hervorragenden Service des Brokers. Gemeinsam haben wir daher ein besonderes Paket zur Depoteröffnung geschnürt. Ab sofort erhalten alle Neukunden ein Gratisgespräch mit mir zu einem Finanzthema ihrer Wahl – exklusiv über meine Partnerseite:

Die letzte Ausgabe des Extra-Magazins im Jahr 2024 ist da. Doch Jens Jüttner und Thomas Brummer blicken schon einmal ins neue Börsenjahr. Was hält es für Anlegerinnen und Anleger bereit? Setzen US-Werte ihre Rally fort? Wann knackt der Bitcoin die 100.000-Dollar-Marke? Und wie steht´s um Deutschland und den Dax? Was auch kommt, wir haben drei ETF-Strategien im Gepäck, die auch unter herausfordernden Bedingungen helfen. Plus: Der große extraETF Broker-Test. Viel Spaß beim Anhören! ++ Anzeige +++ Professionelle Geldanlage ist nur was für Profis? Nein. Mit dem globalen ETF-Portfolio von quirion kannst du automatisiert und optimiert deine finanziellen Ziele erreichen. Und zwar so, dass es zu dir passt: Als Einmalanlage oder Sparplan, klassisch oder nachhaltig, und genau abgestimmt auf dein persönliches Rendite-Risiko-Profil. Investier jetzt wenige Minuten, um dein Geld langfristig in die globalen Märkte zu investieren. quirion. überlegt angelegt. Mehr Infos unter: https://go.extraetf.com/quirion-podcast-041224 ++++++++

As Kevin Green warned earlier today, the Global X NASDAQ 100 Covered Call ETF (QYLD) unwound, and the rest of the markets followed. Kevin dives deeper into why this trade happened and what it means for tomorrow's set-up. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode we answer emails from Mark, Jon and Richard.  We discuss the perils of income investing, covered call funds and SPYI, one potential future of DYI investing using levered and unlevered risk-parity style portfolios, and the use and misuse of historical data in various analyses with a reference to a blog post from Cliff Asness.Links:Video re SPYI:  SPYI Squeezes 12% Yield from the S&P 500 (SPYI ETF) (youtube.com)Portfolio Visualizer Litmus Test of SPYI:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Cliff Asness Article:  Efficient Frontier “Theory” for the Long Run (aqr.com)Father McKenna Center Donation Page:  Donate - Father McKenna CenterNote that the usually "Amusing Unedited AI-bot Summary" was so ridiculously inaccurate I had to omit it.Support the show

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Moorings: moorings.com* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines recently launched ETFs from Cullen Capital Management, Goldman Sachs Asset Management and OneAscent Investments. The featured ETFs in this episode focus on innovators in the equity income strategies, tax-exempt municipal bond income and small cap equity growth investing. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Cole Pearson, President, OneAscent Investments3. Jeff Cullen, Managing Director, Cullen Capital Management4. Scott Diamond, Co-Head of Municipal Fixed Income, Goldman Sach Asset Management  *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

In this week's Talking Wealth podcast, Dale discusses the powerful and well-known income strategy of covered calls, as well as the pitfalls of this approach. There is no doubt that writing covered calls is a great way to dramatically increase income if you use the right strategy, especially for those with SMSFs and or are retired with a sizable stock portfolio.

Join us for a fascinating episode as we welcome Barry Martin, a seasoned expert in covered call option strategy. Barry shares his insights into the growing popularity of covered call writings, discussing how they have surged from $7 billion to $75 billion in just a few years. Whether you're an experienced trader or new to options, this episode offers valuable perspectives on managing risk and generating income through covered calls. Today we discuss... How the popularity of covered option writing has surged in recent years. Barry manages $1.3 billion in option overlay strategies at Sheldon Capital Management. The decline in commission costs and increased options education have contributed to the growing interest in covered call writing. Covered call writing is most beneficial in choppy, sideways markets, slightly up or down, where income generation is a key goal. Barry emphasizes that selling options in low-volatility, low-interest-rate environments is less beneficial. Barry advocates for using defensive, market-leading stocks with significant free cash flow for covered call writing. Covered call writing is misunderstood as risky by some CPAs and advisors due to a lack of education and familiarity with the strategy. Educating oneself, starting with basic strategies like covered calls, and minimizing risk are essential for successful options trading. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/the-growing-popularity-of-covered-call-option-strategy  

Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.What Makes BOXX ETF Stand Out  What is a Box Spread?  Tax Advantages Is BOXX ETF Delivering on its Promises?Will BOXX ETF Attract Investors If Cash Yields Drop?How Investors Can Take Advantage of BOXX ETFWill There Be More ETFs Like BOXX?Key Takeaways   Read about topics from this episode.  This Bond ETF Promises T-Bill Returns Without Taxable IncomeAlpha Architect 1-3 Month Box ETFA Tax-Aware Alternative to CashHow to Maximize the Tax Efficiency of ETFsThe Real Tax Magic of ETFs What to watch from Morningstar.Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?How to Find a Great Dividend FundSPY Vs VOO: Which of Warren Buffett's Two ETFs Are a Better Bet?Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds? Read what our team is writing:Lan Anh TranMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Many investors share with us that they are income investors. Some used covered call strategies to boost income. This episode explores the strategy and how it works.You are able to view the accompanying article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

David Harrell is the editor of Morningstar's DividendInvestor newsletter. He's also a miles and points enthusiast. He shares what he's learned from his credit card points journey, including that miles and points aren't so-called free money.Credit Card PointsHow Do Travel Credit Cards Work?Why Did Credit Card Companies Start Offering Rewards?Why Have Credit Card Programs Become a Part of Airlines' Business Models?Could Credit Card Companies Pull Back on Rewards?Surcharges with Credit CardsWhat is the Cost of Points and Miles?Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?Spending vs Splurging  What to Know Before Researching Credit Card Rewards   Recommendations to Maximize Credit Card Rewards    Read about topics from this episode.  4 Lessons from My Credit Card Points and Miles JourneyWhy Do I Need a Credit Card?Best Financial-Services Companies to Own What to watch from Morningstar.Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDsShort-Term Market Volatility Could Provide Long-Term Investing OpportunitiesMagnificent Seven Stocks: What's Going on With Apple, Tesla, and Alphabet?Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit. Disney's Improved Streaming Results  Uber's Strong Financial Results in 2024Palantir's Performance Led by AI PlatformOpportunities with Artificial Intelligence and Utility StocksUtility Stocks: When Will the Market Give the Sector Some Respect?Where Do Utilities Fit into AI Growth?How Higher For Longer Interest Rates Could Affect Utilities  Utility Stock Picks  New Rules for Inherited IRAsWithdrawals from Inherited IRAs and the 10-Year RuleImportant Distinction About What the IRS Waived in 2024Tax Implications for Inherited IRAs Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025? Read about topics from this episode.  Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber Palantir Earnings: AI Platform Drives Strong Start to 2024 Utility Stocks: When Will the Market Give the Sector Some Respect? IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs  What to watch from Morningstar.Short-Term Market Volatility Could Provide Long-Term Investing Opportunities Magnificent Seven Stocks: What's Going on With Apple, Tesla, and Alphabet?Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?Make These Investing Moves Now for a Better Tax Day in 2025 Read what our team is writing:Ivanna HamptonTravis Miller Denise Appleby  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Many banks have grants to help borrowers make a down payment-- especially first-time and lower-income buyers. Today's Stocks & Topics: VRT - Vertiv Holdings LLC, Market Wrap, SHOP - Shopify Inc. Cl A, What You Might Want to Know About Grants for First-Time Homebuyers, SONY - Sony Group Corp. ADR, Copper, Covered Call, UFPI - UFP Industries Inc., Tether, The Oil Industry, CDW - CDW Corp., EPAM - EPAM Systems Inc., Buybacks.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Sarah Hansen, Morningstar Inc markets reporter, discusses how today's market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”   Apple's Weak 2024 but Optimism for 2025Amazon's Impressive First QuarterEli Lilly's Better-Than-Expected Q1Medicare's Falling Prescription Costs Why Are Medicare Prescription Costs Dropping?How Spending Caps Affect SeniorsExpanded Access to Federal Assistance for Low-Income SeniorsWill Interest Rates Stay Higher for Longer?How Have Interest Rates Weighed on Stocks?How Fewer Interest Rate Cuts Could Benefit InvestorsKey Takeaway Read about topics from this episode.  Apple Earnings: A Weak 2024, but Optimism for 2025Amazon Earnings: AWS Growth Accelerates and Profit Margins ImproveEli Lilly Earnings: Strong Weight-Loss Drug Sales Expand MarginsI'm 65 and Still Working. Should I Enroll in Medicare?What Hot Inflation and Delayed Rate Cuts Mean for Investors  What to watch from Morningstar.Magnificent Seven Stocks: What's Going on With Apple, Tesla, and Alphabet?Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?Make These Investing Moves Now for a Better Tax Day in 20253 Cheap Stocks to Watch in the Fight Over Sports Streaming Read what our team is writing:Ivanna HamptonMark MillerSarah Hansen Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.Alphabet's First DividendBoeing's Focused on Recovering from Past MistakesGeneral Motors Strong Start to 2024The Magnificent Seven Stock DivergenceApple's Fallen from Last Year's Rally  How Apple Could Reverse the SlideWhy Investors Are Changing Their Minds About TeslaMorningstar's Outlook for TeslaHigher Interest Rates Stick Around Read about topics from this episode.  Alphabet Shares Surge on Strong Earnings, Dividend SurpriseBoeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory FloorGM Earnings: Strong Start to 2024 Is Good Sign for Rest of the YearMagnificent No More? Apple and Tesla Stocks Are Weighing on the MarketWith Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target? What to watch from Morningstar.Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?Make These Investing Moves Now for a Better Tax Day in 20253 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend Fund Read what our team is writing:Ivanna HamptonSarah HansenPreston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Netflix's Incredible First Quarter  United Flew Just Above Morningstar's Expectations  An Investing Guide for Every Life StageWhat is Life-Stage Investing?Early Career AccumulationWhen Would Roth Accounts Make Sense for an Investor?Why Mid-Career Accumulation Can Be More ComplicatedFinancial Priorities of Mid-Career AccumulatorsCovered-Call ETFs and Passive Strategies  How Do Covered Call and Buffer ETFs Work?Which Kind of Investors Are These Strategies Designed For?Downsides to Buffer ETFs and Covered Call ETFs?Tax ConcernsWhat ETF Fees Are Costing Investors? Read about topics from this episode.  Register for the Morningstar Investment Conference!An Investing Guide for Every Life StageAn Investing Road Map for Early Career AccumulatorsAn Investing Road Map for Midcareer AccumulatorsActive ETFs are Soaring. Should You Invest?Should You Own a Covered-Call ETF Like JEPI?  What to watch from Morningstar.Make These Investing Moves Now for a Better Tax Day in 20253 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting Point Read what our team is writing:Ivanna HamptonMargaret GilesBryan Armour Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

On this episode Mark and Dan discuss the great vol debate. What is keeping volatility so low? They also discuss which market segment our listeners are most excited about for the rest of the year and more.  

On this episode Mark and Dan discuss the great vol debate. What is keeping volatility so low? They also discuss which market segment our listeners are most excited about for the rest of the year and more.

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 workHow much can you earn investing in covered call strategiesWhat are some numerical examples based on current option pricesHow covered call strategies can be used for both stock and bond ETFsWhat are some covered call ETF examplesInvestments MentionedJP Morgan Equity Premium Income ETF (JEPI)JP Morgan Equity Premium Income Fund (JEPIX)Global X NASDAQ 100 Covered Call ETF (QYLD)Global X S&P 500® Covered Call ETF (XYLD)iShares 20+ Year Trs Bd Buywrt Stgy ETF (TLTW)WisdomTree PutWrite Strategy Fund (PUTW)Related Episodes467: Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth418: Bond Investing Masterclass321: How to Analyze Complex InvestmentsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- Public has finally released options trading on their platform! To learn more about all of the product features Public offers, ⁠⁠⁠⁠click here!⁠⁠⁠⁠ --- Watch the replay of our Covered Call webinar, ⁠click here!⁠ Check out our ⁠⁠Credit Card Benefit Matrix, click here!⁠⁠ Opt-in and share your email, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠4-module video course!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Download our FREE Budget Template, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Robert: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://stan.store/RobertJCroak⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Austin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://stan.store/austinhankwitz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact: richhabitspodcast@gmail.com --- Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the ⁠⁠⁠Characteristics and Risks of Standardized Options⁠⁠⁠ to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the ⁠⁠⁠Fee Schedule⁠⁠⁠. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See ⁠⁠⁠public.com/#disclosures-main⁠⁠⁠ for more information.

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- Public has finally released options trading on their platform! To learn more about all of the product features Public offers, ⁠⁠⁠click here!⁠⁠⁠ --- Watch the replay of our Covered Call webinar, click here! Check out our ⁠Credit Card Benefit Matrix, click here!⁠ Opt-in and share your email, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠4-module video course!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Download our FREE Budget Template, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Robert: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://stan.store/RobertJCroak⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Austin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://stan.store/austinhankwitz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact: richhabitspodcast@gmail.com --- Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the ⁠⁠Characteristics and Risks of Standardized Options⁠⁠ to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the ⁠⁠Fee Schedule⁠⁠. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See ⁠⁠public.com/#disclosures-main⁠⁠ for more information.

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! FOLLOW JEREMY BELOW! Twitter: https://twitter.com/DivStockpile Youtube: https://www.youtube.com/@DividendStockpile Newcomer Investor: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (1:00) - Jeremy introduction & background (2:21) - Breaking down options: what are they; various options strategies; delta; characteristics of good options traders (14:14) - JEPI and JEPQ: what they are & how they work (17:40) - NextEra Energy (NEE) & NextEra Energy Partners (NEP) and the renewable crash + Brookfield Renewable (23:50) - Why Jeremy owns Canadian stocks as an American (25:30) - Tax implications for Americans buying Canadian stocks (26:30) - Managing 50+ holdings (28:00) - Individual stocks vs buying ETFs, feat. SCHD and DGRO (31:30) - Jeremy's non-north American stocks! (33:16) - Healthcare industry: Pfizer, Abbvie, Johnson & Johnson, United Health; how to evaluate and assess healthcare stocks (36:50) - Brookfield Corporation vs Asset Management; Blackstone; Bruce Flatt and big shoutout to Manitoba; training the next generation

This actually occurred with Amazon.com. This podcast evaluates the initial trade structuring, calculations, viability of rolling the option as well as lessons learned to sharpen our trading skills. The BCI Package (our best and most comprehensive investment package) is mentioned. https://thebluecollarinvestor.com/minimembership/bci-investor-program/ Premium Membership: ⁠https://www.thebluecollarinvestor.com/membership/⁠ ----- Best Discounted Packages: 1. BCI Package, our Best and most Comprehensive Investment package: ⁠ https://thebluecollarinvestor.com/minimembership/bci-investor-program/⁠ 2. TCM Package - BCI Trade Management System: ⁠https://thebluecollarinvestor.com/minimembership/bci-trade-management-system/⁠ 3. CEO Package - Includes TMC Package: ⁠https://thebluecollarinvestor.com/minimembership/ceo-package/⁠ ------- SEE BCI COURSE & PRODUCTS : ⁠https://thebluecollarinvestor.com/store/⁠ FIND BCI ON AMAZON ⁠http://amzn.to/Nx2Zqk

On this episode, Mark, Dan and Matt Amberson have the great covered call debate.  Does it make sense to keep selling calls in this environment? Does this environment make the wheel strategy less attractive right now too?

On this episode, Mark, Dan and Matt Amberson have the great covered call debate.  Does it make sense to keep selling calls in this environment? Does this environment make the wheel strategy less attractive right now too?

Covered call writing trades can be implemented in 2 ways. We can use legging-in where the trade is accomplished in 2 distinct trades and with the buy/write combination form where the stock is purchased and the option sold simultaneously with a new debit limit order. Both approaches are shown using a real-life example with CORT. Premium Membership: https://www.thebluecollarinvestor.com/membership/ ----- Best Discounted Packages: 1. BCI Package, our Best and most Comprehensive Investment package: https://thebluecollarinvestor.com/minimembership/bci-investor-program/ 2. TCM Package - BCI Trade Management System: https://thebluecollarinvestor.com/minimembership/bci-trade-management-system/ 3. CEO Package - Includes TMC Package: https://thebluecollarinvestor.com/minimembership/ceo-package/ ------- SEE BCI COURSE & PRODUCTS : https://thebluecollarinvestor.com/store/ FIND BCI ON AMAZON http://amzn.to/Nx2Zqk

When initiating our PMCC trades, we must make sure the long and short call strikes meet our specific initial trade structuring formula. This equation is explained and used with a real-life example with SPY. Measuring time-value components is critical to all aspects of these trades. Premium Membership: https://www.thebluecollarinvestor.com/membership/ ----- Best Discounted Packages: 1. BCI Package, our Best and most Comprehensive Investment package: https://thebluecollarinvestor.com/minimembership/bci-investor-program/ 2. TCM Package - BCI Trade Management System: https://thebluecollarinvestor.com/minimembership/bci-trade-management-system/ 3. CEO Package - Includes TMC Package: https://thebluecollarinvestor.com/minimembership/ceo-package/ ------- SEE BCI COURSE & PRODUCTS : https://thebluecollarinvestor.com/store/ FIND BCI ON AMAZON http://amzn.to/Nx2Zqk

How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30). Show Notes:TLT Is Turning Bond Investing Into A Casino! I Prefer GOVIHere's What My Option Portfolio Looks Like Now, And WhyBLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To BuyUTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It NowEpisode transcriptFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested quadruple header contest between high income ETFs from JPMorgan Asset Management and Global X. The ETFs facing off in this quadruple header are: the JPMorgan Equity Premium Income ETF (JEPI), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) and the Global X S&P 500 Covered Call & Growth ETF (XYLG). Program judges Shana Sissel with Banríon Capital Management and Tony Dong, an independent ETF analyst examine this high income ETF duel to see which ETF is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield , and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Low basis (relative) high IVR = classic covered call with a 2.72% dividend kicker! Bonus content! 3 ways to simulate this trade using less buying power than the covered call. 

Stocks are a 1-dimensional investment world, mutual funds and closed-end funds are 2-dimensional, and ETFs are 3-dimensional, says Rob Isbitts (4:50) who explains how to use option-infused, covered call ETFs (11:25).Transcripts on Seeking AlphaShow Notes:Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleSPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis)XYLD: The S&P 500 Is Begging You To Consider Covered Call ETFs, But JEPI Is Not The Only Game In TownSPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsQQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)How JEPI And Other Covered Call Investors Can Cut Risk And Keep Those Dividends FlowingIs The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5).

On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how JEPI is constructed, how volatility affects yield, why JEPI has been so popular, and much more!    Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and F/m Investments makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information about F/m Investments, including our Form ADV brochures, please visit https://adviserinfo.sec.gov and search for our firm name.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices