Our Strategies: Covered Calls & Cash-Secured Puts

 Don't worry if any investment terms are new! We explain strategies in simple language and with three easy charts so you can understand the powerful potential of long-term, tax-efficient, hedged investing over 1-2 year investment horizons. When we meet with you in Central Florida, in Orlando, The Villages, Tampa, etc,  or even potentially in person across the United States - we will provide specific examples of how we aim to enhance your portfolio investing. Various portfolio strategies include synthetic dividends from covered calls (out-of-the-money), maximum income from covered calls (at-the-money), cautious protection from cash-secured puts (CSP), or combination allocations of all three. 

Customized hedged portfolios, consisting of dozens of individual covered calls & cash-secured puts, require 3 variables that are difficult for most financial advisors to solve for: