Embedded Files
Capital preservation + Potential gains
How to safeguard investment capital and yet participate in upside?
Speaker: Yogesh
In this session we shall discuss following:
Peace of mind by protecting investment capital
Gain from investment capital appreciation over time
Generate income along the way to offset insurance cost & avoid wash sale
This is not an income generation strategy, rather it is capital preservation strategy with potential upside benefit.
Prerequisite: (we will not cover below items in the session, however we will use the terminologies)
Basic knowledge of Exchange-Traded Fund (ETF)
Basic option knowledge of buying & selling CALL/ PUT options, understanding option delta
Presentation material can be accessed here. (Chrome browser might display error "ERR_CERT_AUTHORITY_INVALID", please use Firefox or Microsoft Edge browser)
Who can attend?
Anyone who wants to learn a simple yet powerful strategy which involves/combines various concepts (we will not dive into each concept in detail as all of them require a separate session by itself), however we will cover the base strategy which provides overall foundation.
Capital preservation
Income generation
Combining above strategiesÂ
Risk management
What to expect during session?
We will go through the presentation material and will have a Q&A section for better understanding.
Do we need any specific service or software to implement this strategy?
No.
Google Sites
Report abuse