Wednesday March 15th

11 AM ET – 12 PM ET

Topic:

Portfolio Overwriting: Covered Call Writing Our Buy-And-Hold Stocks

Increasing profits and avoiding tax issues

Our buy-and-hold portfolios in non-sheltered accounts are generating 8% – 10% per year. Can we increase these yields by selling stock options while, at the same time, dramatically decreasing the probability of our shares being sold to avoid potential tax implications? The answer is a resounding “yes”.  Portfolio Overwriting is a strategy that can benefit millions of investors seeking to enhance portfolio returns using a low-risk covered call writing-like strategy.

Topics discussed

• Brief review of covered call writing
• Option basics
• What is an option-chain?
• Option selection
• Calculating covered call returns: Real-Life examples
• Portfolio overwriting defined
• Pros and cons of portfolio overwriting
• Why early exercise is so rare
• Rolling options
• Role of dividends
• Locating ex-dividend dates
• How to avoid early exercise
• Real-life examples with calculations
• BCI Portfolio Overwriting Calculator
• BCI Trade Management Calculator
• Summary

To register:

registration link