Tag: CERTIFIED FINANCIAL PLANNER
Steady PutWrite 2022 Year In Review
ETF BuyWrite invests in a global equity ETF portfolio built around peer reviewed academic research and then sells monthly out of the money calls on the S&P 500 index covering…
Read More »Steady PutWrite 2021 Year In Review
As a reminder, Steady PutWrite is available as a standalone subscription or as part of the Lorintine bundle of 3 services. SPW is based on a $100,000 model…
Read More »Coming to Peace With Market Volatility: Part II
The bad news is that the annualized volatility of the market premium has been almost twice as large as the premium itself at 15%, and therefore has had a wide…
Read More »My Favorite Investing Books, Blogs, Papers, and Podcasts
With the exception of the books, everything is available for free. Even then, you might be able to find a copy of some of the books at your local library….
Read More »Traditional or Roth Retirement Account?
In 2018 I wrote about the magic of compounding and the tyranny of taxes, and showed how significant tax-deferred growth is over the long-term. In this article I’ll refer to…
Read More »The Best Chart I’ve Seen in 2020
But first, a few definitions: “SCB”: Small Cap Blend. This represents an index of US small cap stocks “SCV”: Small Cap Value. This represents an index of US small cap…
Read More »The Performance Gap Between Large Growth and Small Value Stocks
This is generally viewed as rational compensation for risk as investors must be enticed with higher expected returns in order to buy smaller companies that are often times in distress….
Read More »Put Writing in 2020: The Role of Timing Luck
Within our Steady Momentum Put Write service, we reduce the impact of timing luck by diversifying our contracts across multiple expirations and multiple underlying products. To illustrate, we’ll use…
Read More »Does “Managing Winners” Add Value to Short Strangles?
Thanks to the help of a Steady Options member who deserves the credit for co-creating a web based backtesting tool with me, I can quickly test varying short strangle techniques on…
Read More »The Benefits of Rebalancing
Historical Data, May 1998 – August 2021 Vanguard Total Stock Market Index Fund (VTSMX) CAGR: 8.4% Standard Deviation: 15.8% Sharpe Ratio: 0.48 Growth of $100,000: $658,251 FTSE US Inflation-Linked…
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