Introduction

My main interest in writing this Blog is to discuss Active Options Strategies that can generate Monthly Income.  With that said – I have tried to lay out my entire portfolio, and the thoughts behind each component of my portfolio. 

My Approach to Investing

“Use whatever works, and take it from wherever you can find it.” – Bruce Lee “Buy when most people…including experts…are pessimistic, and sell when they are actively optimistic.” – Benjamin Graham “The intelligent investor realizes that stocks become more risky,

Portfolio Targets

My portfolio targets might appear to be conservative or risk adverse to you – but I am in my mid 50’s, already have substantial savings, and plan on retiring when I am 60 years old.  I do not have 30

Rebalancing Portfolio Rules

Seeing the risk/reward equation for what it is and then appropriately positioning is not “timing the market.” It’s called “investing.” — Jesse Felder Rebalance our entire Portfolio as follows: Shiller PE Range: Stocks in Portfolio % Expected 10 Year Return 10

Buy and Hold Mutual Fund Portfolio Rules

Active Funds must have reasonable expenses and value-focused strategies—including the flexibility to keep higher cash balances when there aren’t any stocks worth buying from a value standpoint.  We will also invest in flexible Bond Funds and Alternative Strategy Funds to

Options Trading Rules

Our goal is to construct and maintain an options portfolio that: Suits our tolerance for risk and fits within our comfort zone. Has sufficient profit potential for the position or trade to be worthwhile. Any position or trade that no

Preferred Options Strategies

It is not enough to do your best; you must know what to do, and then do your best. —W. Edwards Deming Preferred strategies – Sell cash secured puts for stock you want to own at low extremes.  We will

Traders Mind

“Intelligence is a function not of your brain but of your character.  Independence, skepticism and emotional self-control are the keys to investing success.” – Benjamin Graham Who I am:  I am not good at trading.  I suffer from extreme fear

The Best Books for Investing

I have tried to consolidate all my recommended books on this page for easy reference: Best Book for Investing – Beginner: My Review   Best Book for Investing – Intermediate: My Review   Best Book for Options Trading – Beginner: