JaysRage’s Activity

Thu Apr 17

Blog Comment

JaysRage commented on zzlangerhans's blog post. 11:38 AM

On capitulation.

Two of the best and brightest to ever contribute to CAPS.   The two of you are huge assets to the investing world.   Thanks to both of you for sharing your exploits with the rest of us.  It is much appreciated.  

[more]

Tue Apr 15

CAPS Outperform Pitch

JaysRage wrote about Berkshire Hathaway (BRK-B) . 1:24 PM

BRK-B Outperform

I think Berkshire is as well-positioned as it has ever been. Their portfolio should produce a lot of cash, and they have been successful and finding good homes for that cash. I am particularly fond of their new specialized insurance business. I see [more]

Caps Pick

JaysRage made a pick in CAPS. 1:24 PM

Berkshire Hathaway (BRK-B) will Outperform the S&P 500

Thu Mar 27

Caps Pick

JaysRage made a pick in CAPS. 12:47 PM

GlaxoSmithKline (GSK) will Outperform the S&P 500

Tue Mar 25

Blog Comment

JaysRage commented on JaysRage's blog post. 9:59 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

I don't know if it's an "evolution" in my investing, but, rather, a portfolio fit that works in a different risk segment with different goals.  I have had the luxury to this point of having complete autonomy

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Mon Mar 24

Blog Comment

JaysRage commented on JaysRage's blog post. 9:37 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

At the beginning of the blog, I laid out some of the assumptions of this theory and put some of the minimums for positions held.   If you have a larger portfolio, this also breaks down a little.   If your blocks

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Sat Mar 22

Blog Comment

JaysRage commented on JaysRage's blog post. 11:21 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

You have to remember that in the covered call situation, you are essentially shorting your own stock for a premium.   If you aren't getting the call decay that you need, it's because your stock is appreciating.   If your

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 4:11 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

The June 60 is .15.....you're implying that the May one which doesn't exist, after another month of decay would be .21

Mega's estimate of .1 was at least somewhat rational.   The whole point that you guys

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 4:11 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

The June 60 is .15.....you're implying that the May one which doesn't exist, after another month of decay would be .21

Mega's estimate of .1 was at least somewhat rational.   The whole point that you guys

[more]

Fri Mar 21

Blog Comment

JaysRage commented on JaysRage's blog post. 7:19 PM

The importance of Velocity in Covered Calls in a Dividend Portfolio

The curve would dictate that you might be looking at a couple of pennies.  

Blog Comment

JaysRage commented on JaysRage's blog post. 5:54 PM

I finally "get" conservative dividend investing

In the current world of velocity trading, I think volatility is here to stay.   I'm not too worried in the next 5-10 year cycle about being able to capture enough option premium, as long as I'm far enough out of the

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 5:52 PM

I finally "get" conservative dividend investing

You've only given me one option to choose from and it looks like a bad one....time-wise too close to current.   That's the biggest flaw in most of these covered call option strategies.   They aren't going forward

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 5:18 PM

The importance of Velocity in Covered Calls in a Dividend Portfolio

Here's the REAL reason that most people don't do this.   It isn't sexy.  They see $100 as picking up dimes against the 11,000 capital investment.   They get bored.   They get lazy. 

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Blog Comment

JaysRage commented on JaysRage's blog post. 5:06 PM

The importance of Velocity in Covered Calls in a Dividend Portfolio

I obviously pay less per transaction than you do.   I guess I have to suggest that you get a better on-line broker if you are  paying $20 to buy a call. 

Blog Comment

JaysRage commented on JaysRage's blog post. 5:05 PM

The importance of Velocity in Covered Calls in a Dividend Portfolio

Yeah, that's because most people are doing it really really wrong.   They are literally giving up 1/3 of their projected income because they do not target the velocity fall portion of the call decay.  

[more]

Blog Post

JaysRage added a blog post. 2:20 PM

The importance of Velocity in Covered Calls in a Dividend Portfolio

This is a follow-up blog to my newfound respect for a conservative dividend related portfolio, enhanced by an active covered call strategy.   A few staring assumptions....1) You will need enough [more]

Thu Mar 20

Blog Comment

JaysRage commented on JaysRage's blog post. 5:35 PM

I finally "get" conservative dividend investing

We could be at a market top for the reasons that you the two of you have mentioned.   For that exact reason, this lesser risk strategy that is more cashed based should be somewhat appealing.    Short of

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 5:19 PM

I finally "get" conservative dividend investing

Thanks for the productive and constructive feedback......a few counter-points since I have not provided all of the details. 

1) Absolutely true on payout ratios....it's a fair assumption to keep them

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 4:47 PM

I finally "get" conservative dividend investing

Of course.   Called away at a profit rate of 15-20% annualized.   Then you dump it back in and start again.   Not a problem.   Sure, you're never going to get a 30% or 50% winner here,

[more]

Blog Comment

JaysRage commented on JaysRage's blog post. 2:33 PM

I finally "get" conservative dividend investing

I'm yielding approximately 7%.  Tough to get a total return of 7% when that's how much cash you're generating. 

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