I’ve written a few posts – check out the list here – about covered call options. If you’re unfamiliar with covered call options or you’d like a refresher, this is a good place to start. For those who can’t bear to click, when I sell a covered call option, I am taking a small premium […]
Reducing Cost Basis With Covered Call Options Read More »
While some of us invest in individual stocks and bonds, most regular folks invest our capital in various types of mutual funds and ETFs. But recently, individuals have been given the opportunity to invest in more exotic vehicles like private equity and private credit. Today we’ll talk about what these are, and some of the
What are Private Equity and Private Credit and Do I Need Some? Read More »
Back on August 25, 2025, exactly 7 months ago today, I got a bee in my bonnet about energy stocks. 2 recurring themes in the news got me thinking. AI was everywhere – and with it came a voracious appetite for electricity, and a not-so-new theme around our aging electrical grid. For anyone interested, you
7 Month Check-In on Energy Read More »
Mutual funds and their close cousin the Exchange Traded Fund (ETF) are great for investors. We get instant diversification and we get the benefit of either professional portfolio management (for an active fund or ETF) or we track an established index for a passive fund or ETF. Either way, we’re getting some help in selecting
Time to Take a Quick Look at Mutual Fund/ETF Fees Read More »
I’ve become a big fan of covered call options. They have a small but important place in my investment strategy. A covered call option is a contract we sell to another investor that allows them to buy a security that we own at a specified price on or before a specified date. A single covered
Another Way To Use Covered Call Options Read More »
I talk a lot about conviction when I’m discussing the companies in which I invest. I do my research and compare a company to others in the same industry and decide if this is the best investment for me. Then I write up a quick 15 minute thesis – why I like the company, what
This Is What Conviction Looks Like Read More »
This morning I noticed that Kontoor Brands was up 20%. Wow! I’m sure most folks are saying “Who the Hell is Kontoor? Never heard of them.” The few of us who know Kontoor likely know because in 2019, VF Corp, the maker of Vans sandals, and Timberlake and Northface outdoor gear decided to split off
A Look At My Losers Read More »
This morning I was browsing some old posts and wanted to follow-up on things I’d said to see how they were holding up. Bitcoin Back in November of 2025 – 3 long months ago – I wrote I Own Some Bitcoin, But That Doesn’t Mean I Have To Like It. Cryptocurrency and Bitcoin especially, seem
3 Important Lessons & a Trip in the Wayback Machine Read More »
Most of us have a 401k, an IRA or a brokerage account. If we do, we probably have had to select mutual funds (I’ll use the term mutual fund to cover both funds and ETFs as they’re similar). Today we’ll talk about some of the things we need to look at before making that choice.
How to Choose Mutual Funds and ETFs Read More »
In the post on Asset Allocation and in about 50 other posts, I advocate for having a fixed income position. Sounds good, right? But what does that mean and how do we go about it? And how much is too much? Good questions. Today we’ll talk about what exactly fixed income is, why we need
What The Heck Is Fixed Income And Why Do I Need Some? Read More »