Well, Bill initially started with assisting us with getting into an investment property. He then strongly encouraged us to start looking at the share market and then looking at options.
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Paul & Karen Bousfield |
Market Reports > Income Series - Low |  |
Income Series -Low | Last 3 trades | +15.23 % in 15 days | +7.17 % in 30 days | +5.83 % in 35 days |
| | The Mastering Wealth Income Series - Low is a low risk service and is our recommended starting point for those new to investing in stock and options. This market report provides protection for your shares, limiting your risk, in addition to allowing you to gain a steady monthly income without requiring the shares to rise in value. | What Stock Options am I investing in? Mastering Wealth tirelessly searches the market for the best time to enter a trading position, ensuring you the client receive the best possible trade advice. Predominantly, Mastering Wealth looks for secure Blue Chip stocks with strong fundamentals / technical’s, a stock with low volatility but ensuring a reasonable monthly premium. Time and time again the Income Series has proven to be able to generate a great regular monthly income that will gradually build your portfolio safely and consistently. | Market Report Summary | | MW Risk | Low | MW Trade Duration | Short to long-term | | MW Recommended Investment | AU$10,000 up to AU$50,000 into this service | MW No. of Trades | 2-3 trades per month | | MW Recommended Allocation per trade | Max 30% allocation per trade | MW Trade Alert | Sent within 10 minutes of recommendation | | MW Auto Trade | Choose to allow your broker to automatically execute trade alerts | MW Commentary | Sent upon open and close of position |
| So tell me how does this service work? The Income Series Low subscription service utilises Collars, which involves buying stock, and then selling call option against that stock for premium, as well as buying an OTM put option for protection. By doing this you will receive a premium without needing the stock to move at all. Once the position has been filled, we either want the option position to expire worthless, enabling us to then sell another call option for the next month, or we want to be exercised. | How do you recommend I allocate my funds? Money management is a vital component to the success of your portfolio. The Income Series – Low targets consistent low risk returns, aiming for 3% to 8% per position. As with all strategies, it is impossible to have a strategy that never incurs a loss. Even though our success rate is very high, we still need to have strategies in place to cover all potential outcomes. Therefore we recommend that you only expose a maximum of 30% of your available capital into any one position. Generally we will be running two to three positions at any one time, leaving the balance sitting in cash. The minimum amount we recommend that you invest into this service is AU$10,000, and the maximum we recommend that you invest into this service is AU$50,000. | What are the Income Series Risks? Like any strategy, it is impossible to trade one strategy and profit all the time, as there will inevitably be some positions which do not profit. The Income Series – Low uses Collars where the maximum risk is limited to the difference between the total cost of the trade (stock price plus put option price minus call premium) and the put option strike price (and if exercised early, the balance of the time value in the put option). | | At Mastering Wealth we show every profitable and negative position, for full service results click here |
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