Systematic Covered Writing

... more than just covered calls!

"Systematic Covered Writing is a series of strategies for long-term investors (covered writers) that believe nobody really consistently knows which stock is going to appreciate at any particular point in time. They also believe there are a limited number of possible overall changes in any individual stock's value during a specified period of time and that someday the value of a stock will be higher than when it was originally purchased. Lastly, they understand that their wealth is not emotionally connected to any individual stock held within the portfolio."

Where Would You Like to Go?

This page provides a variety of links for subscribers to Systematic Covered Writing. The ongoing goal is to provide educational information backed by actual positions without the typical hype. As always, your comments are appreciated. rlcoveru@cox.net.

Frequently Asked Questions  ...  FAQ ... a significant source of supplemental information!

Please note that current information about the SysCW process and strategies is contained in the email examples distributed daily to subscribers. As such, please forgive that some of the information contained on this is ... share we say ... dated. The best source of information about current activity and thinking can be found in the Sample Portfolios link below. Here you will find literally 100's of both ACTIVE and CLOSED positions using the SysCW methodology. Please note ... these portfolios are real ... using real money.

 

♦ Back to Basics

The SysCW Philosophy with details of the thought process.

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♦ Sample Portfolios

View active SysCW Portfolios

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♦ Initial Position

This section begins with the basic guidelines for SysCW, and then covers establishing Initial Positions.

Examples

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♦ Close the Position The Close It or Wait Strategy

Examples

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♦ Close or Roll Should we Roll or Reestablish a Position    
♦ Allow Assignment Allow Assignment Strategy

Examples

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♦ Recover

Recover After Expiration Strategy

Examples

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♦ BuyBack & Roll Out

Buy Back & Roll Out Strategy

Examples

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♦ BB&RO & Up

Buy Back & Roll Out & Up Strategy

Examples

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♦ Combo BB&RO&Up

Combination BB&RO&Up Strategy

Examples

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♦ Option Switching The Option Switching Strategy

Examples

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♦ Dollar Cost Avg

Dollar Cost Averaging

Examples

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♦ BB & Lower

Buy Back & Lower Strategy

Examples

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♦ Protective Stop

Protective Buy Stop Strategy

Examples

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♦ TDS

Tax Deferral Strategy

Examples

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♦ Reverse TDS

The 'Other' Tax Deferral Strategy

Examples

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♦ Margin

SysCW Margin Strategy

Exemples

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♦ Loss in Value

When Stocks Lose Value

Exemples

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♦ Excel Worksheets

From this link you can download the Excel Spreadsheets and other record keeping information.

 
♦ New Questions Check out the latest questions about Systematic Covered Writing  
♦ Back-to-Cash   Closed position data and examples ... it is the fruit of the labor. ♦

SYSTEMATIC COVERED WRITING
Copyright © 2006. All rights reserved.
Revised: 11/16/11