​The Wise Investor Builds their Portfolio Upon the Rock

​Constructing a sound portfolio takes time and patience.  It begins with a rock-steady base built upon a solid foundation.  This provides room for aggressive growth investments on the top floor with the occasional speculative investment for the attic.  Over time the riskier investments become the sturdy base.

Actual client positions' total returns (including dividends) as of 31-December-2020.  Holding period in days.

​​The performance data featured represents past performance, which is not a guarantee of future results.
The client positions featured may not represent an attractive investment at today's prices.  Investment involves risks.
Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment.

INVESTMENT MANAGEMENT, LLC

Generating Income in a Low Interest Rate World

Most people think of options as risky investments — the tool of speculators and stock-market traders. But in fact, there is an investment strategy that can actually reduce risk and provide income. This strategy is known as selling ‘Cash Secured Equity Put Options.’

When you buy an option, you pay a premium. But if you sell an option, you receive that premium…. and you keep that premium (cash payment) regardless of what happens to the underlying stock or the option.

This investment strategy can greatly improve your investment results. Using this strategy, you can buy stocks for less than current market prices — which can increase your margin of safety.  And increase your income — with premium yields that far exceed the current available interest rates.

Strategy