Options Installment Strategies

Options Installment Strategies PDF Author: Michael C. Thomsett
Publisher: Springer
ISBN: 3319998641
Category : Business & Economics
Languages : en
Pages : 196

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Book Description
An “installment strategy” in its most basic form, combines two options, one long-term position and one short-term. This strategy is designed as a conservative, no-cost method to either eliminate risk for future trading when stock is owned; or to fix the price for a future purchase of the underlying security. Portfolio managers and experienced individual traders face a chronic problem – risk versus time. This goes beyond the well-known time decay of options and expands to the ever-present market risk to an underlying security. How do you execute a successful, conservative strategy and eliminate or reduce market risk? In this book, a range of effective and creative strategies set out a conservative hedging system. This involves the combination of long-term long positions offset by short-term short positions in various configurations. Options Installment Strategies presents variations on the well-known calendar spread and demonstrates how specific strategies work well in short-term swings and even during extended periods of consolidation.

Options Installment Strategies

Options Installment Strategies PDF Author: Michael C. Thomsett
Publisher: Springer
ISBN: 3319998641
Category : Business & Economics
Languages : en
Pages : 196

Get Book Here

Book Description
An “installment strategy” in its most basic form, combines two options, one long-term position and one short-term. This strategy is designed as a conservative, no-cost method to either eliminate risk for future trading when stock is owned; or to fix the price for a future purchase of the underlying security. Portfolio managers and experienced individual traders face a chronic problem – risk versus time. This goes beyond the well-known time decay of options and expands to the ever-present market risk to an underlying security. How do you execute a successful, conservative strategy and eliminate or reduce market risk? In this book, a range of effective and creative strategies set out a conservative hedging system. This involves the combination of long-term long positions offset by short-term short positions in various configurations. Options Installment Strategies presents variations on the well-known calendar spread and demonstrates how specific strategies work well in short-term swings and even during extended periods of consolidation.

Understanding Employee Stock Options, Rule 144 & Concentrated Stock Position Strategies

Understanding Employee Stock Options, Rule 144 & Concentrated Stock Position Strategies PDF Author: Travis L. Knapp
Publisher: iUniverse
ISBN: 0595169252
Category : Business & Economics
Languages : en
Pages : 178

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Book Description
Knowledge is NOT an Option How much of your net worth is concentrated in one stock? Are you concerned about the volatility of the market? Would you like to be more diversified? Do you understand how a variable prepaid forward contract, a protective put contract, or a zero-premium collar can help to protect your concentrated position? Do you need more liquidity? Are you an insider or affiliate that would like to reduce your risks without actually selling your stock? Are you interested in reducing your taxes by nearly half? Do you know the key differences between non-qualified stock options and incentive stock options that will affect how much tax you pay? Will Alternatives Minimum Tax affect you upon exercise of your incentive option? Are you familiar with the benefits and risks of making a Section 83(b) election? Do you know what transactions are considered a disqualifying disposition or a constructive sale? Can knowing the answers to these questions make you more confident and financially secure?

Alternative Investments And Strategies

Alternative Investments And Strategies PDF Author: Rudiger Kiesel
Publisher: World Scientific
ISBN: 9814467332
Category : Business & Economics
Languages : en
Pages : 414

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Book Description
This book combines academic research and practical expertise on alternative assets and trading strategies in a unique way. The asset classes that are discussed include: credit risk, cross-asset derivatives, energy, private equity, freight agreements, alternative real assets (ARA), and socially responsible investments (SRI). The coverage on trading and investment strategies are directed at portfolio insurance, especially constant proportion portfolio insurance (CPPI) and constant proportion debt obligation (CPDO) strategies, robust portfolio optimization, and hedging strategies for exotic options.

How to Save Money - Tips & Strategies for Saving Money

How to Save Money - Tips & Strategies for Saving Money PDF Author: Vijay Gupta
Publisher: eInitial Publication
ISBN:
Category : Business & Economics
Languages : en
Pages : 48

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Book Description
Welcome to "How to Save Money," your comprehensive guide to mastering the art of saving and achieving financial stability. In today's fast-paced world, saving money has become more crucial than ever, empowering individuals to achieve their financial goals, build wealth, and secure their future. Whether you're looking to create an emergency fund, pay off debt, or achieve financial independence, this ebook is designed to provide you with practical strategies, tips, and insights to help you save more effectively and take control of your financial future. From budgeting and cutting expenses to increasing income and investing wisely, you'll learn how to make informed financial decisions, cultivate healthy saving habits, and achieve lasting financial success. Get ready to embark on a journey towards financial freedom and peace of mind. Let's start saving!

Options for Risk-Free Portfolios

Options for Risk-Free Portfolios PDF Author: M. Thomsett
Publisher: Springer
ISBN: 1137322268
Category : Business & Economics
Languages : en
Pages : 297

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Book Description
An advanced strategic approach using options to reduce market risks while augmenting dividend income, this title moves beyond the basics of stocks and options. It shows how the three major segments (stocks, dividends, and options) are drawn together into a single and effective strategy to maximize income while eliminating market risk.

Practical Tax Strategies

Practical Tax Strategies PDF Author:
Publisher:
ISBN:
Category : Tax accounting
Languages : en
Pages : 824

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Book Description


Comprehensive Financial Planning Strategies for Doctors and Advisors

Comprehensive Financial Planning Strategies for Doctors and Advisors PDF Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1482240297
Category : Business & Economics
Languages : en
Pages : 726

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Book Description
Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

Getting Started in Advanced Options

Getting Started in Advanced Options PDF Author: Michael C. Thomsett
Publisher: John Wiley & Sons
ISBN: 1118343689
Category : Business & Economics
Languages : en
Pages : 289

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Book Description
An illustrated, easy-to-read guide to advanced options trading In Getting Started in Advanced Options, Illustrated Edition, bestselling author Michael C. Thomsett uses nontechnical, easy-to-follow language to demystify the options markets, distinguishing the imagined risks from the real ones and arming investors with the facts they need to make more informed decisions. This illustrated edition includes colourful illustrations, including charts and graphs that make complex subject matter easy to understand. Fully updated to cover the latest changes in the markets, the book introduces advanced strategies and concepts that every successful trader needs. It covers how options can reduce risk, spread strategies, hedges and straddles, swing trading with options, options on futures and indexes, synthetic positions based on options, risks and taxes, choosing stocks for options trading, and more. An ideal illustrated companion volume to Michael C. Thomsett's Getting Started in Advanced Options Updated to include the latest changes and newest information on the markets Loaded with easy-to-understand graphs, charts, and other illustrations This new illustrated addition to the Getting Started In series makes advanced options trading easy to understand with clear examples, handy illustrations, and plain-English explanations.

Options for Risk-Free Portfolios

Options for Risk-Free Portfolios PDF Author: M. Thomsett
Publisher: Springer
ISBN: 1137322268
Category : Business & Economics
Languages : en
Pages : 411

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Book Description
An advanced strategic approach using options to reduce market risks while augmenting dividend income, this title moves beyond the basics of stocks and options. It shows how the three major segments (stocks, dividends, and options) are drawn together into a single and effective strategy to maximize income while eliminating market risk.

J.K. Lasser's Year-Round Tax Strategies 2004

J.K. Lasser's Year-Round Tax Strategies 2004 PDF Author: David S. De Jong
Publisher: John Wiley & Sons
ISBN: 0471649341
Category : Business & Economics
Languages : en
Pages : 370

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Book Description
Plan Now-Save Later With just a little foresight, tax time can be less painful. If you're looking to avoid unwelcome surprises at tax time, pick up J.K. Lasser's Year-Round Tax Strategies 2004 and learn how to pay less in taxes by simply planning ahead. Whether you invest in stocks or mutual funds, own a home, work from home, or own a business, this invaluable book provides tax-saving strategies that will guide you throughout the year-ensuring a shock-free April 15th. Plan ahead, prepare for new tax laws, and pay fewer taxes with the help of J.K. Lasser's Year-Round Tax Strategies 2004. This comprehensive guide provides you with: * Detailed coverage of new tax legislation and IRS rules * Special sections highlighting tax-planning and tax-saving opportunities for investors, business owners, and individuals planning for retirement or other special circumstances * Plain-English explanations of income-reporting rules, tax deductions, and tax credits * Questions and answers that illustrate tax-filing and tax-planning techniques