Latest Insights in Stock Market Investing
Rolling a Successful Weekly Covered Call Trade
click ↑ 4 Featured When our covered call trades are expiring in-the-money (ITM), we have an unrealized (shares are not yet sold) maximum return. This consists of option premium + any unrealized share appreciation from purchase price to the strike, if an...
Hitting a Double and Selling the Stock Using the Trade Management Calculator
click ↑ 4 Featured Hitting a Double is a covered call writing exit strategy where the short call is bought back after share price declines and resold when share price recovers. At expiration, we may decide to buy back the 2nd short call and sell the shares. This...
BCI PODCAST 136: Rolling-Down with a Few Hours to Expiration
Watch Video: Covered call writing exit strategies include rolling-down opportunities. We buy back the short call and sell another at a lower strike in the same contract cycle. This podcast shows a real-life example with XLE when rolling-down occurred with only a few...
Lowering Our Breakeven Price Points After Disappointing Earnings Reports: The BCI Stock Repair Calculator
click ↑ 4 Featured An important BCI rule is never to write a covered call or sell a cash-secured put if there is an upcoming earnings report ... too risky if the report disappoints and we don't want to cap the upside if the report is favorable. There are (rare)...
Circumventing Earnings Reports with Weekly Options
click ↑ 4 Featured Always avoid earnings reports when selling covered call or cash-secured put options. This is a BCI rule to protect against serious share price decline after a disappointing earnings release. This article will analyze a real-life example with...
Integrating Cash Allocation into Our Option Portfolios
click ↑ 4 Featured When we construct our covered call writing and cash-secured put portfolios, we must incorporate cash allocation into our investment decisions. In this article, The BCI Portfolio Setup Spreadsheet, the Trade Management Calculator (TMC) and the...
BCI PODCAST 135: Converting High Volatility ETFs to Conservative Cash-Generating Positions
Watch Video: This podcast will detail how to use high IV, elite-performing ETFs in a conservative manner, mitigating much of the risk inherent in high IV securities. Strike selection, intrinsic- and time-value along with spreadsheet calculations will be included in...
Aggressive and Defensive Covered Call Writing Trades
click ↑ 4 Featured When crafting our covered call writing trades, we can do so aggressively, using out-of-the-money (OTM) call options, or defensively, using in-the-money (ITM) strikes. In this article, a real-life example with GigaCloud Technology Inc. (Nasdaq: GCT),...
How to Best Calculate Weekly Call or Put Trades to Generate Accurate Annualized Initial Returns
click ↑ 4 Featured When we sell weekly cash-secured puts or write weekly covered calls, our trades are, typically, entered on Monday and completed on Friday. This avoids the weekend risk of longer-dated options. These Monday-Friday entries may create inflated initial...
Wartime Option StrategiesWatch BCi’s series on YouTube.
Podcast
- 126. Analyzing the Status of a Rolling-Down Trade
- 124. Dividends and After-Hours News Causing Exercise of OTM Call Strikes
- 123. Implied Volatility, IV Rank and IV Percentile Defined and Practical Applications
- BCI PODCAST 122: Should I Roll-Out My Deep In-The-Money Call Option Mid-Contract?
- BCI PODCAST 121: What is a SPAC (Special Purpose Acquisition Company)?
- 120. Using the Nasdaq-100 Volatility Index (VOLQ) in Covered Call Writing Decisions
- 119. Establishing Our Cost-Basis for Long-Term Holdings
- 118. Adjusting Our Portfolio Mix to Achieve Diversification and Cash Allocation
- 117. When a Covered Call Strike Moves $1000.00 In-The-Money
- 116. How to Execute a Covered Call Trade with a Buy/Write Combination Form
Explore Investment Topics
Covered Call Exit Strategies
Exit Strategies
Our Journey and Mission
The Blue Collar Investor was founded with a simple mission: to empower everyday individuals with the knowledge to invest wisely in the stock market. Our blog focuses on demystifying stock options, providing readers with the tools they need to succeed. We believe that anyone can learn to invest effectively, regardless of their background or experience.
Our story began when our founder Dr. Alan Ellman, realized the lack of accessible resources for average investors. Determined to bridge this gap, we created a platform that offers comprehensive guides, expert tips, and real-world strategies. Today, The Blue Collar Investor is a trusted resource for thousands of readers seeking to enhance their financial literacy and achieve their investment goals.