Wealth365 Summit
2023-01-17 16:00 - 17:00 (America/New_York)
January 17, 2023
4 PM ET – 5 PM ET
Register for free here

The Put-Call-Put (PCP or wheel) Strategy
Using Both Covered Call Writing and Put-Selling to Generate Monthly Cash Flow – Investing with Stock Options
Selling stock options is a proven way to lower our cost-basis and beat the market on a consistent basis. Two such low-risk strategies are covered call writing and selling cash-secured puts. This presentation will detail how to incorporate both strategies into one multi-tiered option-selling strategy where we either generate cash-flow or buy a stock at a discount. I refer to this as the Put-Call-Put (PCP) Strategy, also referred to as the wheel strategy.
The basics and pros and cons are discussed as well as a real-life example and introduction into the BCI Trade Management Calculator (TMC). This seminar is appropriate for those who look to generate modest, but consistent, returns which will enable us to beat the market on a consistent basis while focusing in on capital preservation.
Register for free here

Long Island Stock Traders Investment Group
2023-02-16 19:30 - 21:00
February 16, 2023
Private webinar for club members.
Analyzing a 1-Month Covered Call Writing Portfolio from Start-To-Finish
A real-life example with a $100k ETF Select Sector SPDR portfolio
Covered call writing is a low-risk option-selling strategy that generates weekly or monthly cash flow. This presentation will demonstrate how to implement this strategy using a database of only 11 exchange-traded funds for a 1-month option contract cycle. These are real-life trades taken directly from one of Dr. Ellman’s portfolios with screenshots verifying each trade. A final monthly contract result compared to the performance of the S&P 500 will be calculated.
Topics included in this webinar:

What are the Select Sector SPDRs?
How to establish a covered call writing portfolio
What is the role of diversification?
What is the role of cash allocation?
Calculating initial returns
Analyzing each trade in the monthly contract
Final results
Next steps
BCI Best Packages Discount Offer

Go to www.meetup.com/listmg
Click on join to become a member (Free membership)
Then click on RSVP (meeting is free) to obtain the ZOOM link.

Introduction to a Streamlined Approach to Covered Call Writing to Premium Members
2023-03-13 20:00 - 21:30
Monday March 13, 2023
8 PM ET
An invitation and Zoom link will be sent to premium members prior to the event.
Learn about this streamlined approach Alan has been working on for 3 years. The initial product will consist of the new book (PDF) and 2 new spreadsheets and can be combined with other BCI packages. Early order discount coupons will be provided.
There will also be a similar introduction to the entire BCI community at a later date.

Mad Hedge Investor's Summit
2023-03-15 11:00 - 12:00
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

NYC & Long Island Stock Traders Investment Groups
2023-03-16 19:30 - 21:00
March 16, 2023
7:30 – 9 PM ET

Details to follow

Money, Markets, & Monetary Policy Virtual Expo
2023-04-11 14:00 - 16:00
April 11th, 2023
2 PM – 4 PM ET
Master Class (paid event to The Money Show)
Selling Cash-Secured Puts: 4 Practical Applications
Selling cash-secured puts is a low-risk option-selling strategy which generates weekly or monthly cash-flow. This presentation will detail how to craft the strategy to multiple applications which will align with various goals and personal risk-tolerances. Topics included in the webinar include:

Option basics
The 3-required skills
4-practical applications

Traditional put-selling
PCP (Put-Call-Put or wheel) Strategy
Buy a stock at a discount instead of setting a limit order
Ultra-low-risk strategies

Real-life examples along with rules, guidelines and calculations are included in this presentation.
Registration link
Registration is free to the virtual show but my event is considered a Master Class and The Money Show is charging for these 2-hour classes.

Wealth365 Investor Summit
2023-04-18 10:00 - 11:00
April 17th
10 AM ET – 11 AM ET
Covered Call Writing Dividend Stocks to Create a 3-Income Strategy + A Streamlined Approach to Covered Call Writing

Hosted by:

Dr. Alan Ellman, President of The Blue Collar Investor Corp.
Barry Bergman, BCI Managing Director

Covered call writing is a low-risk option-selling strategy that generates weekly or monthly cash-flow. By mastering the skill of strike price selection and adding dividend distributions, a potential 3-income strategy can be crafted with a goal of beating the market on a consistent basis.
Bonus topic: An introduction to the BCI streamlined approach to covered call writing creating a more user-friendly and time-efficient path to this low-risk option-selling program.

Topics covered in this webinar include:

Strategy analysis
Option basics
What is covered call writing?
Dividend distribution
Stock selection
Option selection
Trade management
NEW: A Streamlined Approach to Covered Call Writing

Real-life examples will be highlighted with Dow 30 stocks using option-chains and calculation spreadsheets.
Attendees will have the opportunity to participate in written Q&A during the entire webinar.
Register Here.

Covered Call Writing: A Streamlined Approach: BCI-Only Webinar with Live Q&A
2023-05-11 20:00 - 21:00
BCI Community live Zoom webinar May 11th: A streamlined version of covered call writing

New Book + 2 New Spreadsheets

Previously shared with premium members and now with the entire BCI community. For those with busy schedules who seek to generate cash flow and beat the market on a consistent basis in a user-friendly and time-efficient manner. A “don’t miss” presentation.

Thursday May 11th at 8 PM ET
Reduce the # of stocks (ETFs) considered from 8000+ to 11
Reduce the # of exit strategy choices from 14 to 4
Zoom link below
Our platform allows 500 attendees
Login a few minutes early to ensure a seat

Alan Ellman is inviting you to a scheduled Zoom meeting.
Topic: Covered Call Writing: A Streamlined Approach: Live Webinar
Time: May 11, 2023 08:00 PM Eastern Time (US and Canada)
To register, click here.

Canadian Virtual Expo
2023-05-17 03:30 - 16:30
Covered Call Writing: A Streamlined Approach
Wednesday May 17th at 3:55 PM ET
Introducing the CEO Strategy for option traders with challenging, busy schedules.
Register for free here.

American Association of Individual Investors; Austin-San Antonio Chapter
2023-05-30 20:00 - 21:30
American Association of Individual Investors; Austin-San Antonio Chapter
Private webinar for chapter members only.
Tuesday May 30, 2023, at 8 PM ET
For investment groups seeking private webinars, send an email request to:
info@thebluecollarinvestor.com

Mad Hedge Investor Summit
2023-06-14 11:00 - 12:00
June 14th at 11 AM ET – 12 PM ET
Exit Strategy Choices After Exercise of Cash-Secured Puts
When we sell cash-secured puts, we are undertaking the contractual obligation to buy shares at the strike price by the expiration date. Typically, we only sell puts on elite-performers that we would be agreeable to own in our portfolio.
This presentation will analyze 4 potential exit strategy opportunities to consider should the put option be exercised. Information on the following strategies will be highlighted:

Selling the stock
Holding the stock in our long-term buy-and-hold portfolio
Write a covered call (PCP or “wheel” strategy)
Implement the Stock Repair Strategy

In addition to these strategies, the following topics will also be included in the webinar:

Option basics for selling cash-secured puts
Option basics for covered call writing
Real-life examples
Calculations using the BCI Trade Management Calculator (TMC)
Event super discount offer

There will be information offered to all levels of options trades, from beginners to advanced.
Click here to register.

Your Mid-Year Portfolio Review Virtual Expo
2023-06-27 11:00 - 12:00
June 27, 2023, at 11:15AM – 12 PM ET AM ET
Ultra Low-Risk Approaches to Covered call Writing and Selling Cash-Secured Puts
Adding Delta and Implied Volatility to existing defensive concepts
Covered call writing and selling cash-secured puts are low-risk, option-selling strategies focused on generating cash-flow. Our trades can be structured to represent aggressive or defensive postures or somewhere in between.
This presentation will detail how to structure our trades to decrease risk, particularly in bear and volatile market conditions while still generating significant returns. It will also be of interest to investors who have a low personal risk-tolerance but still want to generate higher than risk-free returns.
Both Delta (an option Greek) and implied volatility will be spotlighted and real-life examples will be utilized to demonstrate the process of establishing these conservative trades, while still allowing us the potential to generate significant annualized returns.
Click here to register.

Wealth365 Investor Summit
2023-07-11 10:00 - 11:00
Tuesday July 11th at 10 AM ET – 11 AM ET
Covered Call Writing: Multiple Applications Based on Current
Market Conditions
Real-life examples with Invesco QQQ Trust (Nasdaq: QQQ)
Covered call writing is a low-risk option-selling strategy geared to generating cash flow with capital preservation a key requirement. This presentation will demonstrate how the strategy can be crafted to benefit in all market environments. Market situations highlighted are:

Normal to bull markets
Bear and volatile markets
Low interest-rate environments

A popular large-cap technology exchange-traded fund, Invesco QQQ Trust, will be used to establish rules and guidelines to benefit in these market circumstances.

Covered Call Writing: Multiple Applications: Course Outline
Strategy goals
Market conditions considered
What is covered call writing?
Breaking down the strategy name
What is Invesco QQQ Trust?
QQQ: Top holdings
What is VOLQ?
Scenario I: Normal-to-bull markets

Option-chain
Initial calculations with the TMC
BTC limit orders

Scenario II: Bear or volatile markets

Option-chain
Initial calculations with the TMC
BTC limit orders

Scenario III: Ultra low-risk approach

VOLQ redefined
Proposed QQQ/VOLQ strategy
Conversion formula

Real-life example: BCI Expected Price Movement Calculator
Downside protection versus breakeven
Strategy summary
Register for free here.

Mad Hedge Investors & Traders Summit
2023-09-13 12:00 - 13:00
September 13, 2023 at 12 PM ET
Covered Call Writing with Dow 30 and S&P 500 Stocks
Generating monthly cash-flow with blue-chip stocks
Hosted by Dr. Alan Ellman, President of The Blue Collar Investor Corp.
Barry Bergman, BCI Managing Director
Covered call writing is a low-risk option-selling strategy. The degree of our liability is directly related to the implied volatility of the underlying securities. Growth and technology companies tend to create greater exposure to the downside than blue-chip companies like those located in the Dow 30 and S&P 500. However, the former will generate higher premium returns. Only you can decide which underlying securities are most appropriate for your portfolios.
This presentation will review option basics, highlight covered call writing and demonstrate a methodology to select the best-performing Dow 30 and S&P 500 securities to facilitate the implementation of our option-selling and cash-generating strategies.
Real-life examples will be presented using recent BCI Premium Stock and ETF reports.
Real time Q&A via chat box questions will be available throughout the entire webinar.
Register for free here.

World Money Show Orlando/ In-Person Event
2023-10-29 09:00 - 2023-10-31 13:00
45-minute workshop: Monday October 30th 2:10 PM ET – 2:55 PM ET
Selling Cash-Secured Puts and Strategy Choices After Exercise
Selling cash-secured puts is a low-risk option strategy geared to generating cash-flow, but always with capital preservation in mind.
This presentation will detail the strategy, incorporating the 3-required skillsets necessary to achieve the highest levels of returns … stock selection, option selection and position management.
If and when we allow exercise of the put options, shares are put to us at a price we agreed upon. What is our next step? This seminar will discuss 3 potential paths we can take and the rationale behind these decisions, using real-life examples and calculations.
2-hour Master’s Class: Tuesday October 31st 9:30 AM ET – 11:30 AM ET
How to Master Covered Call Writing:
A detailed start-to-finish analysis using real-life examples
This presentation will analyze stock selection, option selection and position management, the 3-required skills to become elite covered call writers. It will also include ultra-conservative approaches to covered call writing using Delta and implied volatility to create statistically beneficial trades. Rules and guidelines will be discussed to take the emotions out of our trades resulting in high-probability positive outcomes.
Attendees will be introduced to a one-of-a-kind trade management tool created by The Blue Collar Investor which can be used to enter, manage and generate final realized and unrealized trade results, a spreadsheet with 400 formulas inherent in 1 master calculator. This is a must for every covered call writer or seller of cash-secured puts.
The course is structured to benefit both beginner and advanced covered call writers, using real-life examples to enhance the learning process.
Course overview:

Part I: Option Basics
Part II: Stock Selection
Part III: Option Selection
Part IV: Position Management (exit strategies)
Part V: Special Circumstances

Information & Register here

BCI-Only Webinar: Selling Cash-Secured Puts- Multiple Applications
2023-11-09 20:00 - 21:30
Free presentation: Platform accommodates the 1st 500 attendees. Come a few minutes early.
Thursday November 9, 2023
8 PM ET
Selling Cash-Secured Puts: Multiple Applications
Hosted by:
Dr. Alan Ellman, President of The Blue Collar Investor Corp.
Barry Bergman, BCI Managing Director
Selling cash-secured puts is a low-risk option strategy geared to generating cash-flow, but always with capital preservation in mind.
This presentation will detail the strategy, incorporating the 3-required skillsets necessary to achieve the highest levels of returns … stock selection, option selection and position management.
If and when we allow exercise of the put options, shares are put to us at a price we agreed upon. What is our next step? This seminar will discuss potential paths we can take and the rationale behind these decisions, using real-life examples and calculations.
Q&A can include covered call writing and selling cash-secured puts and related strategies.

REGISTRATION DETAILS
Zoom Meeting ID, passcode, and direct link will be sent via email to those who register using the link below the day before the event is to go live (Wed., 11/8/23).
For those who register you will receive the following benefits:

Unique opportunity to ask questions during the Live Q&A that will immediately follow the presentation.
Unlimited access to a replay of the webinar (link sent via email shortly after the event has concluded).
A bonus gift (emailed along with the replay link) of BCI’s highly popular, 40 page e-book…

Selling Cash-Secured Puts for BeginnersInvesting To Generate Monthly Cash Flow

CLICK HERE TO REGISTER

AAII Orange County California Chapter
2023-11-11 12:00 - 13:30
Private webinar for California investment club.
Saturday November 11th, 2023, at 12 PM ET, 9 AM PT.
How to Master Covered Call Writing
A detailed start-to-finish analysis using real-life examples.

Mad Hedge Investor Summit
2023-12-05 11:00 - 12:00
Tuesday December 5, 2023
11 AM ET – 12 PM ET
Register for free here.
Using Both Covered Call Writing and Put-Selling to Generate Monthly Cash Flow
Investing with Stock Options
Hosted by Dr. Alan Ellman, President of The Blue Collar Investor Corp.
Barry Bergman, BCI Managing Director
Selling stock options is a proven way to lower our cost-basis and beat the market on a consistent basis. Two such low-risk strategies are covered call writing and selling cash-secured puts. This presentation will detail how to incorporate both strategies into one multi-tiered option-selling strategy where we either generate cash-flow or buy a stock at a discount. I refer to this as the Put-Call-Put (PCP) Strategy, also referred to as the wheel strategy.
The basics and pros and cons are discussed as well as a real-life example and introduction into the BCI Trade Management Calculator (TMC). This seminar is appropriate for those who look to generate modest, but consistent, returns which will enable us to beat the market on a consistent basis while focusing in on capital preservation.
Register for free here.

BCI-Only Webinar: Portfolio Overwriting
2024-01-11 20:00 - 21:30
Our November BCI-Only was so successful, we decided to make it a more regular event for our members and loyal BCI followers. Those who attend live will have the opportunity to participate in a live Q&A with Alan & Barry. Registration links will be provided and those who register will also get a link to the webinar recording, as well as bonus gift.

– – – –
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

REGISTRATION DETAILS
Zoom Meeting ID, passcode, and direct link will be sent via email to those who register using the link below on Wednesday, Jan 10, 2024, the day before our live education event goes live.
Again, for those who register you will receive the following benefits:

Unique opportunity to ask questions during the Live Q&A that will immediately follow the presentation.
Unlimited access to a replay of the webinar (link sent via email shortly after the event has concluded).
A bonus gift (emailed along with the replay link) of BCI’s highly popular, 48 page e-book, entitled…

Covered Call Writing for BeginnersA low-risk, wealth-building strategy for average investors
which utilizes stocks and options to create monthly cash flow

̶C̶L̶I̶C̶K̶ ̶H̶E̶R̶E̶ ̶T̶O̶ ̶R̶E̶G̶I̶S̶T̶E̶R̶ ̶
Registration Now Closed

Long Island Stock Investors Meetup Group: Part I
2024-02-15 19:30 - 21:00
Thursday February 15, 2024
7:30 – 9:00 PM ET
Private investment club
Details to follow.

Las Vegas Money Show & Stock Traders Expo (Live-In-Person Event)
2024-02-22 17:00 - 2024-02-24 18:00
Thursday, February 22, 2024, at 4:55 pm – 5:25 pm PST–Stage Presentation
Topic and description to follow.
Friday, February 23, 2024, at 12:00 pm – 12:45 pm PST
Covered Call Writing: A Streamlined Approach
Register here.

Mad Hedge Investor Summit: Covered Call Writing Dividend Stocks to Create a 3-Income Strategy
2024-03-12 11:00 - 12:00
Tuesday March 12, 2024
11 AM ET – 12 PM ET
Register here for free.
Covered Call Writing Dividend Stocks to Create a 3-Income Strategy
Hosted by:
Dr. Alan Ellman, President of The Blue Collar Investor Corp.
Barry Bergman, BCI Managing Director

Covered call writing is a low-risk option-selling strategy that generates weekly or monthly cash-flow. By mastering the skill of strike price selection and adding dividend distributions, a potential 3-income strategy can be crafted with a goal of beating the market on a consistent basis.
Topics covered in this webinar include:

Strategy analysis
Option basics
What is covered call writing?
Dividend distribution
Stock selection
Option selection
Trade management

Real-life examples will be highlighted with Dow 30 stocks using option-chains and calculation spreadsheets.
Attendees will have the opportunity to participate in written chat box Q&A during the entire webinar.
A deeply discounted comprehensive package of educational products and tools will be offered in the final minutes of the webinar.

Long Island Stock Investors Meetup Group: Part II
2024-03-14 19:30 - 21:00 | Your computer
Collar Strategy: Covered Call Writing with Protective Puts
Protecting covered call trades from catastrophic share loss
Thursday March 14, 2024
7:30 PM ET – 9:00 PM ET
Private seminar for investment club
This is the strategy Bernie Madoff pretended to use. He called it the split strike conversion strategy, but it was simply a collar. The covered call sets a ceiling on the trade and the protective put guarantees a floor on the trade

Topics discussed

Brief review of the collar strategy
Uses for the collar
Entering a collar trade
Option basics for calls
Option basics for put
What is an option-chain?
Real-life example using the BCI Collar Calculator
Real-life example using the BCI Trade Management Calculator
Summary

BCI-Only Webinar with Q&A Live Session
2024-04-11 20:00 - 21:30
Thursday April 11, 2024
8 PM ET – 9:30 PM ET
Ultra Low-Risk Approaches to Covered call Writing and Selling Cash-Secured Puts
Adding Delta and Implied Volatility to existing defensive concepts

Covered call writing and selling cash-secured puts are low-risk, option-selling strategies focused on generating cash-flow. Our trades can be structured to represent aggressive or defensive postures or somewhere in between.
This presentation will detail how to structure our trades to decrease risk, particularly in bear and volatile market conditions while still generating significant returns. It will also be of interest to investors who have a low personal risk-tolerance but still want to generate higher than risk-free returns, while avoiding exercise of the options..
Both Delta (an option Greek) and implied volatility will be spotlighted, and real-life examples will be utilized to demonstrate the process of establishing these conservative trades, while still allowing us the potential to generate significant annualized returns.
A comparison of these ultra-low risk returns will be compared to those of traditional option-selling, using real-life examples.
At the end of the online seminar, Alan & Barry will respond to all questions related to covered call writing and cash-secured puts.

REGISTRATION DETAILS
Zoom Meeting ID, passcode, and direct link will be sent via email to those who register using the link below on Wednesday, April 10, 2024, the day before our online, education event goes live. A final reminder that also includes the Zoom login information will be emailed about 2 hours before the event begins. Only registrants receive a day-of-event reminder.
For those who register you will also receive the following benefits:

Unique opportunity to ask questions during the Live Q&A that will immediately follow the presentation.
Unlimited access to a replay of the webinar (link sent via email shortly after the event has concluded).
A bonus gift (emailed along with the replay link) of BCI’s highly popular, 40 page e-book, entitled…

Selling Cash-Secured Puts for Beginners The E-BookInvesting To Generate Monthly Cash Flow

̶C̶L̶I̶C̶K̶ ̶H̶E̶R̶E̶ ̶T̶O̶ ̶R̶E̶G̶I̶S̶T̶E̶R̶ ̶
Registration Now Closed

Mad Hedge Stock Investor Summit (online event)
2024-06-04 11:00 - 12:00
June 4, 2024
11 AM ET – 12 PM ET

Register here.
Covered Call Writing: Multiple Applications Based on Current
Market Conditions
Real-life examples with Invesco QQQ Trust (Nasdaq: QQQ)
Covered call writing is a low-risk option-selling strategy geared to generating cash flow with capital preservation a key requirement. This presentation will demonstrate how the strategy can be crafted to benefit in all market environments. Market situations highlighted are:

Normal to bull markets
Bear and volatile markets
Low interest-rate environments

A popular large-cap technology exchange-traded fund, Invesco QQQ Trust, will be used to establish rules and guidelines to benefit in these market circumstances.
Register here.

BCI-Only Webinar: Exit Strategy Choices After Exercise of Cash-Secured Puts
2024-07-18 20:00 - 21:30
July 18, 2024
8:00 PM ET – 9:30 PM ET

When we sell cash-secured puts, we are undertaking the contractual obligation to buy shares at the strike price by the expiration date. Typically, we only sell puts on elite-performers that we would be agreeable to own in our portfolio.

This presentation will analyze 4 potential exit strategy opportunities to consider should the put option be exercised. Information on the following strategies will be highlighted:

Selling the stock
Holding the stock in our long-term buy-and-hold portfolio
Write a covered call (PCP or “wheel” strategy)
Implement the Stock Repair Strategy

In addition to these strategies, the following topics will also be included in the webinar:

Option basics for selling cash-secured puts
Option basics for covered call writing
Real-life examples
Calculations using the BCI Trade Management Calculator (TMC)
Event super discount offer

There will be information offered to all levels of options trades, from beginners to advanced.

REGISTRATION DETAILS
This educational event is free to attend. Simply click the registration link below, complete the form, and a confirmation email will be sent to the address provided immediately upon completion. Zoom Meeting ID, passcode, and direct link will be sent via email to those who register using the link below on Wednesday, July 17, 2024, the day before our live education event goes live.
Again, for those who register you will receive the following benefits:

Unique opportunity to ask questions during the Live Q&A that will immediately follow the presentation.
Unlimited access to a replay of the webinar (link sent via email shortly after the event has concluded).
A bonus gift (emailed along with the replay link) of BCI’s highly popular, 37 page e-book, entitled…

Option Greeks Analyzed for Retail Investors

̶C̶L̶I̶C̶K̶ ̶H̶E̶R̶E̶ ̶T̶O̶ ̶R̶E̶G̶I̶S̶T̶E̶R̶ ̶
Registration Now Closed

Investment Masters Symposium
2024-08-01 09:00 - 11:00 | Paris Hotel Las Vegas
Live, in-person presentation.
August 1, 2024
8:45 AM – 10:45 AM
Paris Hotel, Las Vegas
Register here.
Covered Call Writing & Selling Cash-Secured Puts to Generate Consistent Cash Flow
Basic & advanced principles for trading low-risk stock options with capital preservation in mind
This presentation will detail stock selection, option selection and position management, the 3-required skills to become elite covered call writers and put-sellers. It will also include ultra-conservative approaches to these strategies using Delta and implied volatility to create statistically beneficial trades. Rules and guidelines will be discussed to take the emotions out of our trades resulting in high-probability positive outcomes.
Detailed analysis will be provided regarding how to craft our trades to the current market environment, personal risk-tolerance and strategy return goals.
A multi-tiered option-selling strategy which combines both covered call writing and selling cash-secured puts will also be examined. It is known as the PCP (put-call-put) or “wheel strategy.”
Attendees will be introduced to a one-of-a-kind trade management tool, the Trade Management Calculator, which is used to enter, manage and generate final realized and unrealized trade results.
The course is structured to benefit both beginner and advanced option traders, using real-life examples to enhance the learning process.

All Stars of Options Trading Event
5:45 – 6:45

Register here.

Mad Hedge Investor Summit
2024-09-17 11:00 - 12:00
Zoom webinar
Tuesday September 17, 2024
11 AM ET – 12 PM ET
Register here for free.
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 potentially 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.
Traditional covered call writing will also be discussed to demonstrate comparisons between the 2 strategy approaches.

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
Basics of strike selection
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
Avoiding earnings reports
Practical applications: Delta, implied volatility, annualized returns
Real-life examples with calculations
BCI Trade Management Calculator
Summary

Registration here for free.

The Money Show/Traders EXPO Orlando 2024
2024-10-17 12:00 - 2024-10-19 13:00
Live event
Register here.
Presentation #1: 2-hour options master class
Thursday October 17, 2024
10:45 AM – 12:45 PMPM
2 Covered Call Writing Strategies
Dividend Capture and A Streamlined Approach
Covered call writing is a low-risk option-selling strategy which offers investors the potential opportunity to beat the market on a consistent basis and frequently significantly. When we sell options, our cost-basis is lowered.
This strategy can be crafted to align with various trading styles, goals, and personal risk-tolerances. In this presentation, two such strategies will be analyzed.
Part I: Dividend Capture
By writing covered calls, leveraging dividend-bearing securities, we set up the potential for three income streams per trade:

Option premium
Share appreciation up to the out-of-the-money call strike
Dividend income

Topics covered in this seminar include:

Strategy analysis
Option basics
What is covered call writing?
Dividend distribution
Stock selection
Option selection
Trade management

Part II: A Streamlined Approach: The CEO Strategy
For investors with busy schedules, this may be the perfect strategy. CEO is an acronym for Combining Exchange traded funds with stock Options. Only 11 underlying securities are considered as well as only 4 of our 14 covered call writing exit strategies.
Topics included in this seminar:

What are the Select Sector SPDRs?
How to establish a covered call writing portfolio
What is the role of diversification?
What is the role of cash allocation?
Calculating initial returns
Analyzing each trade in the contract
Final results
Next steps

The course is structured to benefit both beginner and advanced option traders, using real-life examples to enhance the learning process.
Presentation #2:
Friday October 18, 2024
8:25 AM – 9:10 AM
Selling Cash-Secured Puts:
A Low-Risk, Income Generating Option Strategy
Selling cash-secured puts is a low-risk option strategy geared to generating cash-flow but always having capital preservation in mind.
This presentation will detail the strategy, incorporating the 3-required skillsets necessary to achieve the highest levels of returns … stock selection, option selection and position management.
If and when we allow exercise of the put options, shares are put to us at a price we agreed upon. What is our next step? This seminar will discuss 3 potential paths we can take and the rationale behind these decisions, using real-life examples.
All Stars of Options Event
Friday October 18, 2024
5:45 PM – 6:30 PM
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.
Traditional covered call writing will also be discussed to demonstrate comparisons between the 2 strategy approaches.
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
Basics of strike selection
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
Avoiding earnings reports
Practical applications: Delta, implied volatility, annualized returns
Real-life examples with calculations
BCI Trade Management Calculator
Summary

Register here.

American Association of Individual Investors/ Los Angeles Chapter
2024-11-09 12:00 - 13:30
November 9, 2024
12 PM ET – 1:30 PM ET
Private webinar for members of this AAII investment club
