Money Show’s Post-Election Strategies Virtual Expo

November 10th

2:10 ET – 2:40 ET

Register here

Portfolio Overwriting

Increasing Profits in Our Buy-And-Hold Portfolios Using Covered Call Writing 

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
• Summary

Registration link