thebigpictureblog.com

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: March 2015

http://coveredcallsadvisor.blogspot.com/2015_03_01_archive.html

Wednesday, March 25, 2015. Established Short Put Options Positions in Apple Inc. and Baidu Inc. The Covered Calls Advisor does not use margin, so the detailed information below for these position reflect the fact that both of these positions were established using 100% cash securitization for the Put options sold. As shown below, some potential results are as follows:. The details of the associated transactions and a potential return-on-investment result are as follows:. 1 Apple Inc. (AAPL). Apple earnin...

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: April 2015

http://coveredcallsadvisor.blogspot.com/2015_04_01_archive.html

Wednesday, April 29, 2015. Established New Short 100% Cash-Secured Puts Position in Hertz Global Holdings Inc. The transaction and a potential return-on-investment result is:. 1 Hertz Global Holdings Inc. (HTZ) - New Position. The transaction was as follows:. 04/29/2015 Sold 4 Hertz Global Holdings Inc. May2015 $21.00 Puts @ $.65. Note: The price of HTZ was $20.84 when this transaction was executed. A possible overall performance result (including commissions) for this transaction would be as follows:.

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: July 2014

http://coveredcallsadvisor.blogspot.com/2014_07_01_archive.html

Monday, July 21, 2014. July 2014 Expiration Results. The Covered Calls Advisor Portfolio (CCAP) contained one covered calls position in Citigroup Inc. with a July 2014 expiration. The stock closed in-the-money upon options expiration last Friday, so the 700 shares were called away. The resulting annualized return-on-investment from this position was 16.1%. The history of these Citigroup transactions and the associated return-on-investment result are detailed below as follows:. Note: the price of Citi was...

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: Covered Calls Position Established in Exxon Mobil Corp.

http://coveredcallsadvisor.blogspot.com/2015/07/covered-calls-position-established-in.html

Friday, July 31, 2015. Covered Calls Position Established in Exxon Mobil Corp. This covered calls investment is a strategic one that explicitly considers the upcoming quarterly dividend with an ex-dividend date (Aug 11th) prior to the August 21st options expiration date. Details of this position is provided below. 1 Exxon Mobil Corp. (XOM). As shown below, two potential return-on-investment results for this position are:. If the stock is assigned early (the day prior to Aug 11th ex-div date); OR. Two pos...

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: Covered Calls Position Established in International Paper

http://coveredcallsadvisor.blogspot.com/2015/08/covered-calls-position-established-in.html

Monday, August 3, 2015. Covered Calls Position Established in International Paper. Today, a new covered calls position was established in International Paper (ticker symbol IP) with an Aug2015 expiration. The International Paper stock was purchased at $47.30 and the Aug2015 Call options were simultaneously (i.e. a single buy-write transaction was made) sold at the $46.00 strike price for $1.59 each. 1 International Paper (IP). If the stock is assigned early (the day prior to Aug 12th ex-div date); OR.

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: June 2014

http://coveredcallsadvisor.blogspot.com/2014_06_01_archive.html

Sunday, June 22, 2014. June 2014 Expiration Results. The Covered Calls Advisor Portfolio (CCAP) contained five positions with June 2014 expirations. The results for these five positions so far are as follows:. Ensco PLC Class A = 3.3% absolute return (equivalent to 33.0% annualized return for the 37 day holding period). Fusion-io Inc. = 11.8% absolute return (equivalent to 79.8% annualized return for the 54 day holding period). The detailed transactions history and results for each of these four closed p...

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: November 2014

http://coveredcallsadvisor.blogspot.com/2014_11_01_archive.html

Sunday, November 30, 2014. A comprehensive approach to asset allocation extends beyond diversification solely by asset classes (i.e. stocks, bonds, real estate, commodities, etc.). It should also include diversification by global geography. Behavioral finance research has clearly identified the profound tendency of most investors to succumb to "home-country bias". Legendary investor John Templeton was a leading advocate for developing a globally oriented value investing perspectiv...Neutral (10-15 points...

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: August 2015

http://coveredcallsadvisor.blogspot.com/2015_08_01_archive.html

Monday, August 17, 2015. Established Short 100% Cash-Secured Puts Position in iShares China Large-Cap ETF. As detailed below, this investment will achieve a 1.9% absolute return in 33 days (which is equivalent to a 21.0% annualized return) if FXI remains above $38.50 at the September 18th options expiration date. This transaction and the associated potential return-on-investment result is detailed below. 1 iShares China Large-Cap ETF (FXI) - New Position. The transaction was as follows:. Annualized Retur...

coveredcallsadvisor.blogspot.com

Covered Calls Advisor: Closed Three Positions -- Hertz, United Continental, and YRC Worldwide

http://coveredcallsadvisor.blogspot.com/2015/05/closed-three-positions-hertz-united.html

Sunday, May 24, 2015. Closed Three Positions - Hertz, United Continental, and YRC Worldwide. This Covered Calls Advisor closed three positions (Hertz Global Holdings Inc., United Continental Holdings Inc., and YRC Worldwide Inc.) in the portfolio by selling the long stock positions. The detailed transactions for each position as well as the return-on-investment performance are as follows:. 1 Hertz Global Holdings Inc. (HTZ) - Closed. The transactions were as follows:. A) Options Income: $248.05. Total Ne...