Options: The Concept of Equivalent Strategies

Naked put selling is equivalent to covered call writing in terms of where and how profits and losses are incurred. But it can be advantageous in terms of cost savings and potential reward. Talk to an investor who is involved in a covered call writing program about his doing some naked put selling instead and…

 

Using the CAN SLIM Approach to Select Stocks Using Fundamental and Technical Data

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   William O’Neil’s CAN SLIM Approach to Selecting Growth Stocks Using Fundamental and Technical Data The CAN SLIM approach is a popular investment strategy that uses fundamental company and industry factors to identify attractive stocks and employs technical price and volume analysis to help determine…

 

What to Do If You Win the Lottery

Winning the lottery or otherwise suddenly coming into a large sum of money creates a set of challenges from a financial and estate planning standpoint. While it’s a problem many of us would like to have, it is a challenge nonetheless. Just one or two improper decisions at the outset can have unwanted ramifications in…

 

The Changes to Social Security Claiming Strategies

This week’s AAII Weekly Features highlight these valuable AAII articles: A Satirical Take on Financial Terminology: Financial terms often mean the opposite of what they appear to signify. Poking fun can unveil weaknesses and risks not so apparent on first glance. The Changes to Social Security Claiming Strategies: Couples will no longer be able to…

 

A Comprehensive Approach to Covered Call Writing

Setting up a covered call portfolio using securities that generated significant dividend distributions was covered by Ben Branch, professor of finance at the University of Massachusetts, Amherst, in two wonderful articles published in the AAII Journal last year. The articles ran under the titles “Assembling a Covered Call Portfolio on Dividend-Paying Stocks” (June 2014), and…