I was really impressed with the Mastering Wealth 3 Day Course on option strategies. It was very comprehensive and well-paced. Bill and Matt were able to keep participants with different levels of trading experience on track very effectively. Their commitment to helping MW Graduates on the path to successful trading is very clear. It's not really possible to absorb everything you learn on an intensive course like this within the 3 days, which is where the course manuals and exercises come in. I thought they were excellent, very thorough and clearly laid out. They serve as a great resource for further study and review long after the course has finished. read moreColin McNaught Lane Cove, Sydney
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Market Reports > MW Collar Series
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MW Collar Series | | The MW Collars Series is a low risk service and is our recommended starting point for those new to investing in stock and options. This market report uses the Collar trading strategy to provide 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 are Market Reports?
Mastering Wealth Market Reports are a Stock Market Newsletter Service which Individuals, Companies and Self Managed Superannuation Funds subscribe to, allowing them to immediately enjoy fantastic trading results (normally reserved to Professional Traders) without having to invest their own time.
Mastering Wealth searches and analyses the market to find the best trading opportunities for the different trading strategies available. These recommended trades are then emailed to subscribers and if Auto-Trade is established, the trades will automatically be executed. Mastering Wealth will then monitor the positions and send out recommendations when the trade needs to be adjusted or closed.
| Market Report Summary | | MW Risk | Low | MW Trade Duration | Medium to long-term | | MW Recommended Investment | Min $10,000- Max $50,000USD | MW No. of Trades | Approx. 2 trades p/m – Min. 24 trades p.a | | MW Recommended Allocation per trade | Max 20% allocation set at a specific dollar amount per trade
E.g.: $4,000 on a $20,000 Account
$8,000 on a $20,000 Account if 1:1 Margining
| MW Trade Alert | Sent upon the open, close and adjustment of positions | | MW Auto Trade | Choose to allow your broker* to automatically execute trade alerts | | |
| How does this service work?
The MW Collars Series utilises Collars, which involves buying stock, and then selling a call option against that stock for premium, as well as buying a put option for protection. By doing this you will receive a premium without needing the stock to move at all. Our preference, however, is for the underlying asset to move either up or down.
Predominantly, Mastering Wealth looks for secure Blue Chip stocks with strong fundamentals and technicals. In addition to this we look for stocks with low volatility, whilst ensuring a reasonable monthly premium. Time and time again the MW Collar Series has proven to be able to generate a great regular monthly income that will gradually build your portfolio safely and consistently.
| How do you recommend I allocate my funds?
Money management is a vital component to the success of your portfolio. The MW Collars Series targets consistent low risk returns, aiming for 3% to 20% 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 20% of your available capital into any one position and a maximum of 80% of your account into open trades, leaving a minimum of 20% in cash at all times. Generally, we will have more positions open than you will have in your account at any one time, meaning the service could have 10 or more open positions, but your account may only have 4 based on your 20% allocations. The minimum amount we recommend that you invest into this service is $10,000USD and the maximum we recommend that you invest into this service is $50,000USD with 20% of your account is required to be held in cash, which is for any potential adjustments. (Note – for this service to operate most successfully a minimum balance of $10,000USD is recommended at all times).
| What are the MW Collar Series Risks?
The MW Collars Series 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), when the puts are in place. The maximum risk when there is no put, is simply the stock price minus the call premium and zero (Similar to just holding normal stock) | What are the Mastering Wealth returns?
For information in relation to Mastering Wealth’s trading results, visit www.masteringwealth.com.au. | What is Auto Trade?
Auto-Trading gives you the edge over receiving a newsletter, an email or even a text, because by the time you actually place the trade, the opportunity may have passed. Auto-Trading enables your broker, based on your Auto-Trade settings, to automatically execute the trade recommendations that Mastering Wealth sends to you. For example, you may request your Broker to trade a specified dollar amount per trade or alternatively a certain percentage of your account value per trade. This naturally provides simplicity as well as an incredible amount of convenience to subscribers.
Another important feature of this MW Auto-Trading Service is that Mastering Wealth cannot see or touch your account. This provides subscribers with the safety and peace of mind one would expect from the possibility of any kind of unauthorised activity.
With Auto-Trading, you set the boundaries, maintain control at all times, and can even override the position at anytime. The Auto-Trading facility is FREE to subscribers of Mastering Wealth Market Reports and is available on all of our Market Reports. | What do I have to do in a Market Report subscription?
Mastering Wealth Market Reports are NOT a Managed Investment and are provided as a general financial advice subscription service which is offered without taking into account your objectives, financial situation or needs. As a subscriber, you are responsible for choosing to apply trade recommendations to your brokerage account as well as using and configuring your Auto-Trade settings.
Even though Mastering Wealth is able to enter, adjust and exit individual trades in your account via Auto-Trading, we strongly recommend that you regularly view your account to ensure trades are filled correctly as per the recommendation and that you continuously have enough funds available to meet your brokers minimum margin requirements, as well as, checking your Auto-Trade settings to ensure that your allocations per trade fall within Mastering Wealth’s recommended parameters. It is also the subscriber’s responsibility to maintain a minimum cash portion (as detailed above) and to make sure you control the amount of trades that are opened within your account.
As a subscriber to market reports, you are also responsible for retrieving and viewing your account statements from your broker as well as contacting your broker in regards to any other matter concerning your individual account (e.g. funding/withdrawals, margin calls, trades in your account other than MW Trade recommendations, calculation of overall profit/loss, tax issues).
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