tag:blogger.com,1999:blog-973587304515257848.post5617995221944379460..comments2024-02-11T00:12:56.047-08:00Comments on IN THE MONEY TRADES: New Energy Investment in XLEAnonymoushttp://www.blogger.com/profile/02083421527404780093noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-973587304515257848.post-63239670475006618082010-06-01T07:01:54.859-07:002010-06-01T07:01:54.859-07:00After I initiated this position I told myself that...After I initiated this position I told myself that I would cut the position if it slid 10% below my cost basis including covered call premium. Since transferring to TOS all my positions are in one account again. But I am okay with it. Because I realized that I have to treat investments with the same risk management policy that I do for trades. In that you have to have a maximum loss that will get you out of the trade.Anonymoushttps://www.blogger.com/profile/02083421527404780093noreply@blogger.comtag:blogger.com,1999:blog-973587304515257848.post-41780546304985445862010-04-27T10:30:48.623-07:002010-04-27T10:30:48.623-07:00That's pretty much what my investment portfoli...That's pretty much what my investment portfolio looks like in my head, covered calls on dividend paying stocks with a minimum goal of 10% per year, but preferably 12-15%. I would probably rather sell ITM calls so you at least get the dividend should the stock decline rather than no dividend but a better entry price with using naked puts. It all works out to be similar in the end. I think I'm willing to go up to a maximum of 5 names, so 20% of the portfolio. But that decision would have to in part be based on how much of my total capital was allocated to the investment versus trading portfolios. I'm hoping to get some more clarity on this in the coming months when I've got more time to dedicate to this issue.Jason Haashttps://www.blogger.com/profile/08138027111150684908noreply@blogger.comtag:blogger.com,1999:blog-973587304515257848.post-10110314081099469442010-04-27T09:47:31.915-07:002010-04-27T09:47:31.915-07:00I do not have any solid policy/plan for my investm...I do not have any solid policy/plan for my investment account. But I have been thinking about what they would be. For example, the positions would be constructed of selling puts and covered call type strategies as well as investing in stocks with divedends. My goal for a return would be 10%. But right now I am kind of winging it. But when I come up with something more solid I will share.Anonymoushttps://www.blogger.com/profile/02083421527404780093noreply@blogger.comtag:blogger.com,1999:blog-973587304515257848.post-44832784521796237592010-04-27T09:31:47.923-07:002010-04-27T09:31:47.923-07:00Do you have an portfolio policy/plan for your inve...Do you have an portfolio policy/plan for your investment account like you do for your trading account? It sounds like you've got three positions and you are maxed out, just wondering if you have any preset max position size for this account. What are your investment account objectives?<br /><br />I gave some more thought to me wanting to separate my accounts; I forgot about the margin aspect. I need to keep the total account over $100,000 to qualify for portfolio margining. Though I have yet to use it, I might be interested in using some of that leverage once I'm comfortable with what I'm doing. I think until then I'm just going to sit tight.Jason Haashttps://www.blogger.com/profile/08138027111150684908noreply@blogger.com