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Money Quest 2014

Money Quest 2014. Strategies and Objectives Long Term Investing Short Term Investing Short Weekly Puts Day Trading. General Investing Framework. Know your Investment Time Frame Invest in Oil, Oil service, Agriculture, Health Care, Water(??)

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Money Quest 2014

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  1. Money Quest 2014 Strategies and Objectives Long Term Investing Short Term Investing Short Weekly Puts Day Trading

  2. General Investing Framework • Know your Investment Time Frame • Invest in Oil, Oil service, Agriculture, Health Care, Water(??) • Market Going Up or Down. Follow Pats stockcharts page. http://stockcharts.com/public/1940551/tenpp

  3. Long Term • Do good research or buy good research. • Sell covered calls expiring each month on holdings. • Re-populate portfolio if called away with stocks that meet your criteria. I call my investment advisor each month to find out what they like at that moment. • Money Market Alternative, Buy XLE or SLB or something of that ilk, and sell weekly calls ITM or close to the market price for increased yield/

  4. Long Term • In IRA, buy Closed End Funds concentrating in energy MLP as they issue 1099’s and not K-1 • http://www.cefconnect.com/Portfolio/Portfolio.aspx • http://www.tickerspy.com/index/MLP-Focused-Closed-End-Funds-and-ETFs

  5. WHY 2ND IN 2014 • SLIGHTLY MORE AGGRESSIVE THAN TYPICAL BALANCED FUND. • LESS REITS • SOLD CALL TO GENERATE INCOME • MONTHLY PURCHASES TO REPLACE ITEMS SOLD

  6. Day TradingDivergence • Shortest trade ever was two seconds. Sell order ready to go prior to buying 1K at market. • Usually sell at market also. • Try not to hold overnite and keep losses small. • A trade of more than a minute or two generally is a lousy trade.

  7. Day TradingDivergence Stocks • Shortest trade ever was two seconds. Sell order ready to go prior to buying 1K at market. • Usually sell at market also. • Try not to hold overnite and keep losses small. • A trade of more than a minute or two generally is a lousy trade.

  8. Divergence Spreadsheets • S&P 500 for Day Trading Divergence Sheet • Friedberg Investment Presentation list for longer term investment Divergence Sheet • Weekly Option divergence sheet.

  9. Weekly Options • Sell on Wednesday or Thursday for Friday Expiry • Sell what usually is at its low • I usually sell Divergence Stocks • http://www.cboe.com/micro/weeklys/availableweeklys.aspx • Make sure no earnings announcements prior to expiration or news

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