Results for our "Stocks to Consider" Lists and Monitored Portfolios

Investment Enhancing Systems, Inc. provides subscribers with two (2) "Stock to Consider" buy/write Lists (Aggressive and Conservative) and two (2) Monitored Portfolios ($100,000 Retirement and $10,000 Aggressive). They are updated each month on expiration weekend (the third weekend of the month). Selections are made using the Covered Call Analyzer. We maintain these lists and portfolios so our subscribers can see how covered calls work and make money. To see the results of our lists and protfolios, clish on the tabs above.

       Aggressive "Stocks-to-Consider" List - To establish this list each month, we run the Analyzer on expiration weekend with our default parameters and $5,000 for the money available and consider stocks with high PE or negative earnings. We then select the twenty (20) stock/call combinations that have the greatest incomes from the "income from the sale of the calls" on the "Consider" page.

       Conservative "Stocks-to-Consider" List - To establish this list each month, we run the Analyzer on expiration weekend with our default parameters and $5,000 for the money available. We then select the first twenty (20) stock/call combinations that are listed on the "Consider" page.

        $100,000 Covered Call Retirement Portfolio - This portfolio is started at the beginning of each calendar year. We start by running the Analyzer on the January expiration weekend with our default parameters and $10,000 for the money available. We do not consider stocks with high PE or negative earnings, making it a Conservative Retirement portfolio. Ten or eleven stocks are selected as the basis for this portfolio, each with an initial cost of about $10,000 each to produce a $100,000 portfolio. Since it is a retirement portfolio, we take $2,000 each month from whatever we get from the sale of the calls and use it for retirement income. The balance of the call premium goes back into the portfolio. We let the appreciation of called stocks remain in the portfolio to maintain the principal of the portfolio. When a stock is called or the get-out price is exercised, the proceeds are used to buy more stocks and sell more calls using stocks listed on the Analyzer Conservative "Stocks-to-Consider" List for that month. If stocks are not called, we sell more out-of-the-money calls on those stocks to increase the income for that month.

        $10,000 Aggressive Covered Call Portfolio - This portfolio is started at the beginning of each calendar year. We start by running the Analyzer on the January expiration weekend with our default parameters and $2,000 for the money available. We do consider stocks with high PE or negative earnings, making it an Aggressive Retirement portfolio. Five or six stocks are selected as the basis for this portfolio, each with an initial cost of about $2,000 each to produce a $10,000 portfolio. Since it is an aggressive portfolio, we leave whatever we get from the sale of the calls in the portfolio, allowing us to grow the portfolio with both call premium and stock price appreciation. When a stock is called or the get-out price is exercised, the proceeds are used to buy more stocks and sell more calls using stocks listed on the Analyzer Aggressive "Stocks-to-Consider" List for that month. If stocks are not called, we sell more out-of-the-money calls on those stocks to increase the income for that month.

Good Luck and Profitable Investing!!!

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