The Blue Collar Investor

Mad Hedge Traders and Investors Summit June 8th - June 10th Details to follow.
2021-04-16 08:00 - 17:00 (America/New_York)
Mad Hedge Traders and Investors Summit
June 8th – June 10th
Details to follow.

Wealth365 Summit: Portfolio Overwriting: Covered Call Writing Long-Term Buy-And-Hold Portfolios
2021-04-22 10:00 - 11:00
Wealth365 Summit: Free webinar
Thursday April 22nd
10 AM ET
Topic: Portfolio Overwriting: Covered Call Writing Long-Term Buy-And-Hold Portfolios
Register for free here

How to Trade It Podcast
2021-06-03 00:00
Interview with Casey Stubbs
Link to interview will be posted when received

Mad Hedge Traders and Investors Summit
2021-06-08 11:00 - 12:00
Mad Hedge Traders and Investors Summit
June 8th 11 AM – 12 PM
The Many Uses of Stock Options: Portfolio Overwriting & the Stock Repair Strategy
Details to follow.

Wealth365 Investor Summit
2021-07-12 17:00 - 18:00
Wealth365 Investor Summit
July 12th at 5 PM ET
Register for free here
Covered Call Writing with Invesco QQQ Trust (Nasdaq: QQQ)
Multiple Applications
Weekly and monthly cash flow can be generated by selling call options against shares of large-cap technology companies. QQQ is an exchange-traded fund consisting of 100 of the largest non-financial companies listed on the Nasdaq exchange and frequently an outstanding security for option-selling.
This presentation will include the basics of covered call writing, spreadsheet calculations and the rationale for entering these trades in various market conditions.
This webinar will also detail how to implement the covered call writing strategy with QQQ in 3 types of market environments:

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

VOLQ (30-day implied volatility of the Nasdaq 100 index (NDX) will be introduced and applied with real-life detailed examples.

Money Show Virtual Expo
2021-07-15 14:00 - 16:00
2-hour Money Masters Course (paid event to The Money Show)
4 Practical Applications to Selling Cash-Secured Puts
Thursday July 15, 2021
2 PM ET – 4 PM ET

BCI-Only Webinar: Free Webinar Covered Call Writing and Selling Cash-Secured Puts
2021-08-19 20:00 - 21:30
Covered Call Writing and Selling Cash-Secured Puts: 2 New Strategies Developed by BCI
The VOLQ-covered call strategy and Weekly 10-Delta Put-Selling strategy
August 19, 2021
8 PM – 9:30 PM ET

A link will be posted on the BCI site and emailed to all those on our mailing list as the event approaches
No pre-registration needed
Our platform allows the first 500 attendees to access the webinar

Mad Hedge Investor Summit
2021-09-15 11:00 - 12:00
Wednesday September 15th at 11 AM ET

Wealth365 Investor Summit
2021-10-11 16:00 - 17:00
October 11th – October 16th
Monday October 11, 2021 at 4 PM ET
Stock Options: How to Use Implied Volatility to Determine Strike Selection
Creating 84% probability successful trades
This presentation will detail how to use implied volatility stats, standard deviation bell curves and conversion formulas to establish projected high and low ranges for price movement of a security over the life of an option contract.
These formulas will allow us to create 84% probability of success trades where share price is highly unlikely to fall below the breakeven price point or above the out-of-the-money call strike where share retention is a critical aspect of our strategy.
While there is inherent risk in all strategies that seek to beat risk-free returns (Treasuries, for example), the strategies discussed in this webinar will be ultra low-risk and appropriate for most retail investors.
Click here to register for this LIVE, free, educational webinar.

Money Show Virtual Event: Free webinar
2021-11-02 13:30 - 14:00
Tuesday November 2nd
1:30 PM – 2:00 PM
Converting Non-Dividend Stocks into Dividend Stocks
Selling call options to create dividend-like cash-flow
Retail investors love dividend-bearing stocks because they generate an additional income stream along with potential share appreciation. As a result, stock screening may be restricted by requiring the securities to only include dividend-bearing stocks. How many great stock s are eliminated because of this one requirement?
This presentation will detail how we can use non-dividend stocks and create our own dividend-like cash flow by selling call options. The technique is better than actual dividends because share price will not decline by the dividend amount on the ex-date as do typical dividend stocks.
The basics of options will initiate the seminar followed by specifics as to how to implement option-selling to create a dividend-like cash flow with non-dividend bearing stocks.
Register for free here

Basics of Stock Options
2021-11-30 09:30 - 11:00
Ramapo College of New Jersey | Anisfield School of Business: Private Webinar
The Basics of Stock Options
November 30, 2021
9:30 AM ET – 11:00 AM ET

Mad Hedge Investor Summit
2021-12-08 12:00 - 13:00
December 8th
Wednesday December 8th at 12 PM ET
Using Low-Risk Option Strategies to Enhance and Protect Portfolio Profits and Buy Stocks at a Discount
Covered call Writing and Selling Cash-Secured Puts

Stock option strategies can be crafted to meet specific goals and match personal risk-tolerance. This presentation will focus on two low-risk option-selling strategies geared to generating monthly cash flow and buying a stock at a discount. Five actionable strategies will be discussed and information will be provided for both beginner and more advanced option traders:

Covered call writing
Selling cash-secured puts
The PCP (put-call-put) strategy
Portfolio overwriting (leveraging our long-term buy-and-hold portfolios to achieve higher returns)
The zero-dollar collar

Register for free here

Money Show Virtual Expo: The PCP Strategy
2022-01-12 12:10 - 12:40
Free event
Wednesday January 12th
12:10 PM ET – 12:40 PM ET
Using Both Covered Call Writing and Put-Selling to Generate Monthly Cash Flow
The PCP Strategy (Put-Call-Put or “wheel” strategy)

Click here for Registration link

Wealth365 Summit: Free webinar
2022-01-17 16:00 - 17:00
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.
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 underlyings 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.
January 17th 4 PM ET – 5 PM ET
Free registration link below:
https://summit.wealth365.com/alan-ellman

Introducing a New Exit Strategy and Exit Strategy Term
2022-02-17 20:00 - 21:00
BCI-only free webinar: February 2022
Introducing a New Exit Strategy and Exit Strategy Term
Thursday February 17th at 8 PM ET
Registration link to follow
Click here for a preview video
Zoom login link here
Exit strategy implementation is a critical aspect of successful covered call writing and put-selling strategies. Over the past 15 years, the BCI team has been creating rules and guidelines regarding our trade entries and adjustments while always seeking to enhance the opportunities to elevate our returns to the highest possible levels.
This webinar will introduce a new exit strategy and exit strategy term that can be applied to both covered call writing and selling cash-secured puts. We have also integrated this new exit strategy into our upcoming BCI Trade Management System which includes our new Trade Management Calculator. This new tool is the first of its kind anywhere and will be available to our BCI community during the 1st quarter, 2022. You have been asking for a trading log that allows us to both enter, adjust and calculate final returns and now you will have it.
This presentation will include scenarios when the exit strategy can be applied, how to apply it and show calculation results using both stocks and ETFs for both calls and puts.
Let’s learn from each other and use this information to become the best and most elite of all option traders.

Mad Hedge Summit: Free Zoom Presentation
2022-03-15 11:00 - 12:00
Tuesday March 15th, 2022, at 11 AM ET
Title and description to follow

Wealth 365 Summit: An Ultra-Conservative Approach to Selling Cash-Secured Puts
2022-04-07 11:00 - 12:00
An Ultra-Low-Risk Approach to Selling Cash-Secured Puts
Entering and Managing 10-Delta Trades
Thursday April 7, 2022, at 11 AM ET
Selling cash-secured puts is a low-risk option-selling strategy seeking
to generate cash-flow with capital preservation in mind. This
presentation will highlight an ultra-low-risk path to option-selling
using Delta stats as a basis for the methodology. A new one-of-a-kind
trade management tool will also be introduced that will assist in
entering managing and receiving final trade results from start-to-
finish for both covered call writing and selling cash-secured puts.

Topics detailed in the course:

Option basics
Hypothetical and real-life traditional cash-secured put trades
Pros & cons of selling cash-secured puts
The 3-required skills for elite option-selling results
Delta defined and implemented
Real-life monthly cash-secured put trade with 6 income streams
BCI Trade Management System (first-ever such tool)

Register for free here

Long Island Stock Traders Meetup Zoom Webinar
2022-04-13 19:30
Stock Options: How to Use Implied Volatility to Determine Strike Selection
Creating 84% probability successful trades for covered call writing and selling cash-secured puts

Wednesday April 13, 2022
7:30 PM ET – 9:30 PM ET

The Money Show Las Vegas: Live Events
2022-05-09 08:00 - 17:00
May 9th – May 11th
Dates, time and registration link to follow.
Two presentations:

A Comprehensive Analysis of Covered Call Writing Masters Class (paid event to The Money Show)
How to master all aspects of this low-risk option-selling strategy
This presentation will detail 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 recently created by The Blue Collar Investor which can be used to enter, manage and generate final realized and unrealized trade results.
The course is structured to benefit both beginner and advanced covered call writers, using real-life examples to enhance the learning process.
2.Portfolio Overwriting (free workshop)
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

Canada Virtual Expo
2022-05-24 10:30 - 11:30
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

Register here for free

Mad Hedge Investor Summit
2022-06-15 12:00 - 13:00
June 15th, 2022
12 PM ET – 1 PM ET
Register here
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 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.
Register here

American Association of Individual Investors: Greensboro, North Carolina
2022-06-18 10:00 - 12:00 | Your computer
Saturday June 18, 2022
10 AM – 12 PM ET
The PCP (put-call-put or wheel) Strategy
Using both covered call writing and selling cash-secured in a multi-tiered low-risk option-selling strategy where we either generate cash-flow or buy a stock at a discount.

Wealth365 Investor Summit: Selling Cash-Secured Puts Webinar
2022-07-12 16:00 - 17:00
Tuesday July 12 at 4 PM – 5 PM ET (tentative)
Selling Cash-Secured Puts
Exit Strategy Choices After Exercise of Cash-Secured Puts
Selling cash-secured puts is a low-risk option-selling strategy which generates weekly or monthly cash flow by agreeing to buy shares at a price we determine, by a date we determine. In return for undertaking this obligation, we are paid a cash premium. We only sell puts on shares we would otherwise want to own and, if exercised, and shares are put to us, they are purchased at a discount from the price when the put trade was initiated.
This presentation includes an introduction to option basics, defines selling cash-secured puts and provides real-life examples. The focus of the webinar details the steps available to put sellers should the put be exercised, and we now own the discounted stock or ETF shares. The seminar includes a discussion of the PCP (put-call-put or wheel) Strategy and the Stock Repair Strategy among other exit strategy opportunities.
Register for free here

Mad Hedge Investor Summit
2022-09-15 12:00 - 13:00
Analyzing a 1-Month Covered Call Writing Portfolio from Start-To-Finish
A real-life example with a $100k ETF Select Sector SPDR portfolio
Register for free here
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

Registration for free here

Wealth365 Investor Summit
2022-10-13 13:00 - 14:00
Thursday October 13, 2022
Using Both Covered Call Writing and Put-Selling to Generate Monthly Cash Flow
The PCP Strategy (Put-Call-Put or “wheel” strategy)
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 PCP Calculator. This seminar is appropriate for those who look to generate modest, but consistent, returns which will enable us to beat the market on a steady basis while focusing in on capital preservation.
Registration link

Money Show Orlando
2022-10-30 09:00 - 2022-11-01 17:00 | Omni Orlando Resort @ Champions Gate
October 30th – November 1st, 2022
OMNI ORLANDO RESORT AT CHAMPIONSGATE
Visit Alan, Barry and members of the BCI team at Booth # 415
Register here
Sunday, October 30, 2022, at 5:00 pm – 5:45 pm EDT
Covered Call Writing: Multiple Applications Based on Current Market Conditions
Monday, October 31, 2022, at 4:30 pm – 6:30 pm EDT
Selling Cash-Secured Puts: Detailed Start-to-Finish Six-Part Program*
Masters Class
Comprehensive Course on Selling Cash-Secured Puts
Detailed start-to-finish 6-part program
This presentation will provide all the information, with real-life examples, necessary to master the strategy of selling cash-secured puts. The program is divided into 6 sections:

Section I:

Option basics

Section II

Traditional put-selling

Section III

PCP (wheel) strategy

Section IV

Buy a stock at a discount instead of a limit order

Section V

Ultra-low-risk put/Delta strategy

Section VI

Ultra-low-risk put/Implied volatility strategy

This presentation was developed to benefit both beginner and experienced option traders and will provide all the information needed to initiate the strategy and elevate returns to the highest possible levels.
45-minute presentation
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.
Registration link

Money Show's Post-Election Strategies Virtual Expo
2022-11-10 11:00 - 11:30
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

Accredited Investors Virtual Expo: Portfolio Overwriting, a Special Form of Covered Call Writing
2022-11-14 08:00 - 17:00
Thursday November 17th at 2:10 PM ET:
Learn how to generate income by selling call options on stocks held in long-term buy-and-hold portfolios.

Register for free here:

Mad Hedge Investor Summit
2022-12-08 12:00 - 13:00
December 6th – 8th
Virtual webinar
December 8th
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 as a key requirement. This presentation will demonstrate how the strategy can be crafted to succeed in all market environments.
Market situations highlighted are:

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

This webinar will include specific methods to set up ultra-low-risk paths to set up trades with 84%+ probability of success.
Register for free.

Wealth365 Summit
2023-01-17 16:00 - 17:00
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
