- What is the investment objective, and what is the time horizon for achieving it?
- What is the risk tolerance of the trust or family office?
- What is the desired return, and what is the asset allocation required to achieve it?
- What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
- What is the process for selecting and monitoring investment managers?
- How often will the investment portfolio be reviewed and evaluated?
- What is the process for making changes to the investment strategy?
Income and Risk Management from Covered Calls
A covered call strategy is a popular options trading strategy that combines both risk management and income generation using stocks. It involves selling call options on a stock you already own, thereby generating additional income while potentially limiting downside risk. Here’s a basic description of a covered call strategy: You
October 17, 2021
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