Workshop Details

Our buy-and-hold portfolios in non-sheltered accounts are generating 8%-10% per year. Can we potentially increase these yields by selling stock options while, at the same time, dramatically decreasing the probability of our shares being sold to avoid potential tax implications? The answer is a resounding “yes”.

Portfolio overwriting is a strategy that can benefit millions of investors seeking to enhance portfolio returns using a low-risk covered call writing-like strategy.

Traditional covered call writing will also be discussed to demonstrate comparisons between the two strategy approaches.