I have been investing for over 40 years. I have developed my own investing strategies for selling naked puts, credit spreads and covered calls. My naked put strategies remain my favorite choice. While many people do not see options as an investing strategy, after 35 years of being involved with some of the greatest companies in the world, I have found that I can generate annual double digit returns in good and bad markets. My trades are posted to my website fullyinformed.com While trading in options is a strategy that often involves small gains, they are regular and consistent small gains which over a period of time add up to large returns. On my entire stock portfolio I have consistently managed annual returns of 12% or better every year in up an down markets. These are not averages but annual which when totalled up over a 35 years period show the real power of options in both generating income while also offering some protection against declines. My strategy is a split of 40% in stocks, 30% in bonds and 30% in cash which is available at all times to take advantage of investing opportunities such as when stocks go on sale during periods of panic or large declines. I believe investors need to treat their investing like a business. This means setting realistic goals and using solid back tested strategies. I sleep nights knowing that in any market my portfolio is performing as it should. Teddi Knight
A mid -life investor , investing in stocks since October 2014, in Taxable, and 401ks. DGI remains the core, with ever larger forays into Income Growth/High Yield Rental Real Estate, Smaller Local Bank plays CURRENT HOLDINGS: Banks : Canadian: BNS BMO CM TD RY Australian : ANZBY NABZY WBK HSBC Insurance : AEG AFL BCRH TRV Money Managers: BEN ROW Alternatives: BX Reits: Healthcare: HCP OHI VTR SBRA MPW SNH Triple Nets: O WPC LXP CORR SRC Industrial: STAG DLR Apartments: IRT WSR GOV Canadian REITs : Integrated: Artis Retrocom Northern Property BTB Office- Dream-Office, Dream Global Cominar Industrial- Dream industrial Hospitality: American Hotel income Properties Temple Hotels Healthcare: Northwest , Medical Facilities ( DR.UN) Real Estate Services: BRE Utilities : SO NGG PPL D BUI DPG UTF mREITs : MORL, REM, EFC, AI NRZ Commerical mREITs: STWD BXMT BDC: HTGC BDCL Healthcare: AZN ABBV AMGN BAX BXLT CELG GILD GSK JNJ Integrated Oil: BP CVX OXY RDS-B STO TOT XOM MLPs: MLPL AMZA KMI OKE WMB SE Upstream : VNR LNCO MEMP COP Midstream: EPD ETP OKS Downstream: NTI CVRR CLMT Misc. MLPs : ARLP CCLP HCLP UAN Oil filed Services : HP NOV ESV SDRL NADL Canadian Oils: PGH CPG SU HSE Canadian Midstreams: ENB IPL PBA VET Agriculture: AGGZM CEFs : CEFL DVHL Equity: JGV AOD Option/ROC CEFs: BXMX DIAX QQQX ETY Floating Rate: EFF PFN Real Estate : IGR PGZ AWP Fixed Income : PCI Utilities/Infrastructure BUI UTF DPG IFN Preferreds: JPS JPC DFP Microcaps: RVT Healthcare: THQ GRX Option/ROC CEFs : JGV, DIAX, BXMX, QQQX, ETY TAL, TGH Technology: AAPL MSFT QCOM HTGC INTC STK Transports: CHRW GBX Rails: CNI NSC UNP Shipping /LNG: DLNG CPLP GMLP SFL NMM KNOP Containers: TAL TGH SSW Retail: TJX WFM WMT COST Infrastructure: BIP BEP INF Industrials: CAT CMI DOV EMR GE MMM BA LMT Commodities: BBL SOUHY POT Consumer/Discretionary : PM KO PEP PG UL GIS HSY NSRGY KHZ DIS NKE MCD YUM MAT HAS LVS DEO Telecoms: T VZ BCE Small caps : STB TIS JMP FXL.AX ETFs: SDIV DWX Muni CEFs: BTA VKQ VGM NQM NIO MHI Misc: AGNC-B
MTR Investors Group was founded in mid 2008. Since that time our primary goal is to provide powerful and profitable investment research tools to stock and option investors/traders. We do not provide buy or sell recommendations on any stock, etf, or other investments. We simply provide powerful tools for stock and option investors and traders.
The following are the primary tools we provide (we also provide economic models and advanced charting):
I. Expert Option Search
Our Credit Spread. Iron Condor, Covered Call and Cash Secured Put screener is one of the most powerful tools we provide to the individual investor. Powerful features such probability of assignment, downside protection, and many others. Our screener helps option traders make the best decision possible when writing Covered Calls, Naked Puts, Credit Spreads, and Iron Condors.
Many investors use our option screener to monitor a long term portfolio and select the best covered calls to sell on their portfolios.
Option Writers/Sellers use our option screener to find options with the highest probability of expiring worthless.
II. Stock Miner
Stock Miner is use to analyze stocks from a monthly and weekly historical performance. We use Stock Miner for weekly and monthly trade setups.
III. Stock Market Scout (SMS) & Stock Market Level (SML)
We use SMS as a model to indicate allocating cash to an index ETF (such as SPY) by going long on Green, cash on Yellow, short on Red (or stay in cash). We use SML to indicate if the market is overbought or oversold. This is not a recommendation to buy or sell SPY.
I am just an individual investor who has always achieved higher returns than the "professional" financial advisors I used to put my trust in. I really enjoy reading SA articles and the follow up commentary.
25-year veteran of the stock market and self-taught on most financial topics. Classically trained as an engineer, but ended up in management. Retired early to focus on investments.
I lean toward value investing with an emphasis on dividends and dividend growth. I manage my own portfolio and I also assist / coach several family members and friends with their individual holdings.