Portfolio Strategies
The Portfolio Strategies give investors the ability to generate consistent monthly income or provide insurance for share portfolios. This is obtained through combining a share portfolio with options.
Options are an extremely powerful investment tool to provide consistent income, flexibility and insurance to your share portfolio.
These strategies are great to have in the tool box of any Self Managed Superannuation Fund (SMSF) or private wealth building investor as it gives the investor protection in market correction or produces income in a flat sideways markets.
Why trade Portfolio Strategies?
- Consistent monthly income
- Buy shares below current market value
- Sell shares above current market value
- Insure your portfolio
- Diversified portfolio
- Utilise dividends to increase income
- Takes advantage share price fluctuations
- Leverages exposure to shares
The Strategies
- Share Insurance – Insure your share portfolio
- Collars Options – Generate income with capital protection
- Selling Put Options – An alternative way of buying shares
- The Income Strategy – advanced Covered Calls strategy
- Covered Calls – Generate income from your share portfolio
Advisory Service
The Portfolio Strategies advisory service is designed particularly for investors with a share portfolio or investors that want to build a share portfolio. These are full service strategies; a personal advisor generates trade recommendations suited to your portfolio and manages the position throughout the duration of the trade.
The service will include:
- Detailed email of the trade recommendation, combined with phone call to discuss the trade recommendation further
- Phone call to amend or close the trade
- As well as managing the trades we will also help with the money management rules to help diversify through a number of trades.
Education
For education on the Portfolio Strategies, Total Options provides detailed eBooks on each strategy that outline how the strategy works with real life trade examples.
eBook
The Portfolio Strategies eBooks is a detailed summary of each individual strategy with worked examples.
To access more information on Portfolio Strategies, please fill out the form below:
