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$20,000 Aggressive Stock Portfolio for 2008
see explanation below
This is a rolling portfolio and we we look at open positions and make new trades on the first trading day of the month.
To see the details of all the covered call transactions in a particular month click on that month below. A new window will open and you can see just what happened with a particular transaction. Close that window to get back to this page.
*Our Subscribers see our selections on the first trading day of the month.
On January 2, 2008 (expiration weekend), Investment Enhancing Systems, Inc. initiated a new $20,000 aggressive stock portfolio for 2008, This portfolio uses stocks identified in our Aggressive "Stocks-to-Consider" list by selecting buy/writes from the "Stocks with high or negative PE ratios" list. We have set the money available to $3,000 (the default value) and have reduced the commissions for purchasing the stock to $9.95 and selling the calls to $9.95 plus $1.50 per contract in our parameters page. Several low cost, on-line brokers offer these low commissions. We update the portfolio each month on the first trading day of the month. Our objective is to maintain and grow the portfolio. Note: In all of our lists and portfolios, we have established a get-out price which we exercise when the stock price drops 15%. We will also sell the stock if it appreciates 20%. If either of these things happen during the month, we will get-out or sell the stock at a 20% profit and report the sale of the stock at the next month posting. We anticipate good months and poor months, with a general gain at year end. Patience usually wins.
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© 1996-2008 Investment Enhancing Systems, Inc.- Incorporated in Illinois and registered in the Cook County