Results for our "Stocks to Consider" Lists and Monitored Portfolios
Investment Enhancing Systems, Inc. provides subscribers with three (3) "Stock to Consider" Lists and two (2) Monitored Portfolios. They are updated each month on expiration weekend (the third weekend of the month). Selections are made using the Covered Call Analyzer. The lists and portfolios are define below. Results for all lists and portfolios from their inception can be viewed by clicking on one of the buttons 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. after submitting these parameters, we then click the button on the results page that says "List stock/call combinations with hi 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. We publish these twenty stocks as the Aggressive "Stocks-to-Consider" list. We then monitor these twenty stocks each subsequent month on expiration weekend, commenting on what we did, until the position is closed out for any single stock or all positions are closed out for all twenty stocks. These activities are identified in our results for out Aggressive "Stocks-to-Consider" Lists. We have been publishing results for this list since 1999. We expanded the list from ten (10) to twenty (20) on expiration weekend of April 2008.
Conservative "Stocks-to-Consider" List - to establish this list each month, we take the first twenty (20) results from running the Analyzer on expiration weekend with our default parameters and $5,000 for the money available. We publish these twenty stocks as the Conservative "Stocks-to-Consider list. We then monitor these ten stocks each subsequent month on expiration weekend, commenting on what we did, until the position is closed out for any single stock or all positions are closed out for all twenty stocks. These activities are identified in our results for our Conservative "Stocks-to-Consider" Lists. We have been publishing results for this list since 2002. We expanded the list from ten (10) to twenty (20) on expiration weekend of April 2008.
$100,000 Covered Call Retirement Portfolio - This portfolio is started at the beginning of each calendar year. It is started by taking all ten stocks on the January Conservative list (see above) and making them the basis for the Retirement portfolio. Since there are ten stocks with a value of about $10,000 each, it is a $100,000 portfolio. Since it is a retirement portfolio, we take $2,000 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 at approximately $100,000. 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 those stocks listed first 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. These activities are identified in our results for our $100,000 Retirement Portfolio. We have been publishing results for this portfolio since 2005
$10,000 Aggressive Covered Call Portfolio - This portfolio is started at the beginning of each calendar year. It is a $10,000 portfolio and we put $2000 into the "money available" field of the parameters page. The Analyzer is run on expiration weekend with the default parameters, and the "List stock/call combinations with hi PE or negative earnings" button clicked. This is an aggressive portfolio. We then take the stocks that have the highest incomes from the "income from the sale of the calls" on the consider page. This will yield five to seven stocks, probably five without going over the $2,000 allocated for this portfolio. We keep all the premium income and price appreciation to the out-of-the-money strike price in the protfolio. When a stock is called or the get-out price is exercised, the proceeds are used to buy more stocks and sell more calls listed by Analyzer with high or negative PE and the best premium incomes. If stocks are not called, we sell more out-of-the-money calls on those stocks. These activities are identified in our results for the $10,000 Portfolio. We have been publishing results for this portfolio since 2005.
ETFs-to-Consider" List - to establish this list each month, we take the first ten results from running the Analyzer to analyze ETFs on expiration weekend with our default parameters and $10,000 for the money available. We publish these ten ETFs as the ETFs-to-Consider list. We then monitor these ten ETFs each subsequent month on expiration weekend, commenting on what we did, until the position is closed out for any single ETF or all positions are closed out for all ten ETFs. These activities are identified in our results for our ETFs-to-Consider" Lists. This list was started on expiration weekend of April 2008.
Good Luck and Profitable Investing!!!
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