Tag: CERTIFIED FINANCIAL PLANNER
Updated: The Performance Gap Between Large Growth and Small Value Stocks
In fact at that point in July large growth stocks had returned over 19% per year since 2017 while small value stocks had lost 7.2% per year. This was the…
Read More »Option Order Execution Tips
Good order execution improves with experience, but it’s important to start with realistic expectations. Here are some points to consider: Mid Price is a starting point for estimating fair…
Read More »Should I Pay Off My Mortgage Early Or Invest?
This article will present an alternative approach that incorporates investing. Those who argue against paying off a mortgage early make a mathematical argument in favor of investing those additional…
Read More »SPY Short Puts vs. Put Spreads
Short put results Since 2007 30 DTE 40 delta SPY short puts held until expiration sized at 100% notional (i.e., cash secured) have had the following results: Average return: 6.85%…
Read More »Tax Efficient Trading Part II: Capital Gains Deferral
I’ll also continue to assume a 32% tax rate for short term gains and 15% for long term gains. Writing puts on 1256 option contracts makes 60% of the…
Read More »Using TLT Options to Increase Expected Returns of a Buy & Hold Portfolio
While this is true, this ignores the ability to layer on options exposure in a margin account in a well thought out disciplined manner. TLT is a popular ETF…
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