[et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#000000″ custom_padding=”51.1875px|0px|11px|0px|false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#ffffff” text_font_size=”30px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
CEO Package (INCLUDES TMC PACKAGE)<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#FFFFFF” text_orientation=”center” global_colors_info=”{}”]Trade Management Calculator, TMC User Guide, 2 CEO Spreadsheets & CEO and Exit Strategy Books[\/et_pb_text][et_pb_video src=”https:\/\/youtu.be\/lZgNqRoe0Ew” image_src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/123-scaled.jpg” _builder_version=”4.19.1″ global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”62px||62px||true|” border_width_bottom=”1px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#ffffff” text_font_size=”30px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”on|phone” global_colors_info=”{}”]pricing [\/et_pb_text][et_pb_divider color=”#4f4f4f” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_pricing_tables _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_pricing_table title=”Basic CEO Package ” subtitle=”(without TMC)” sum=”$197″ button_url=”https:\/\/thebluecollarinvestor.com\/minimembership\/register\/ceo-package\/” button_text=”BUY NOW” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_use_icon=”off” button_alignment=”center” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n
Portfolio Setup Spreadsheet
Portfolio Results Spreadsheet
Covered Call Writing: A New Streamlined Approach (PDF)<\/p>\n
[\/et_pb_pricing_table][et_pb_pricing_table title=”Enhanced CEO Package” subtitle=” (Includes TMC)” sum=”$419″ button_url=”https:\/\/thebluecollarinvestor.com\/minimembership\/register\/ceo-package-tmc-package\/” button_text=”BUY NOW” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_use_icon=”off” button_alignment=”center” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n
Portfolio Setup Spreadsheet [\/et_pb_pricing_table][et_pb_pricing_table featured=”on” title=”CEO Total Package ” subtitle=”(our best discounted offer)” sum=”$1249″ button_url=”https:\/\/www.thebluecollarinvestor.com\/member\/signup\/2pLmuxRx” button_text=”BUY NOW” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_use_icon=”off” button_alignment=”center” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n Portfolio Setup Spreadsheet Learn more about the BCI package [\/et_pb_pricing_table][\/et_pb_pricing_tables][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.1″ custom_padding=”55px|0px|55px|0px|true|false” border_width_bottom=”1px” global_colors_info=”{}”][et_pb_row module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_font_size=”25px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n This is a BCI-developed streamlined approach to covered call writing which includes:<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/Screenshot-2023-02-08-at-3.10.00-pm.png” title_text=”Screenshot 2023-02-08 at 3.10.00 pm” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n <\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” text_font=”|700|on||on||||” text_text_color=”#E09900″ text_font_size=”16px” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Both spreadsheets can be accessed by clicking on the tabs at the bottom[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.1″ custom_padding=”55px|0px|55px|0px|true|false” border_width_bottom=”1px” global_colors_info=”{}”][et_pb_row module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_font_size=”30px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n Covered Call Writing: A Streamlined Approach.<\/i><\/b><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]<\/p>\n details how to enter, manage and calculate results of this user-friendly and time-efficient approach to writing covered calls:<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_4,1_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/Screenshot-2023-02-08-at-5.07.19-pm.png” title_text=”Screenshot 2023-02-08 at 5.07.19 pm” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Introduction<\/p>\n 1. Strategy Overview<\/p>\n 2. Basics of Stock Options<\/p>\n 3. Basics of Stock Selection<\/p>\n 4. Basics of Option Selection- Lowering our Cost-Basis<\/p>\n 5. How to Construct our Monthly Portfolios<\/p>\n 6. Trade Executions<\/p>\n 7. Basics of Position Management<\/p>\n 8. Strategy Implementation<\/p>\n 9. January Contracts<\/p>\n 10. February Contracts<\/p>\n 11. March Contracts<\/p>\n 12. April Contracts<\/p>\n <\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n 13. May Contracts<\/p>\n 14. June Contracts<\/p>\n 15. July Contracts<\/p>\n 16.August Contracts<\/p>\n 17. September Contracts<\/p>\n 18. October Contracts<\/p>\n 19. November Contracts<\/p>\n 20. December Contracts<\/p>\n 21. Lessons Learned & Conclusions<\/p>\n Appendix<\/p>\n I. CEO Portfolio Setup Spreadsheet<\/p>\n II. CEO Results Spreadsheet<\/p>\n III. Trade Management Calculator Glossary<\/p>\n About the Author<\/p>\n Index<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.1″ custom_padding=”55px|0px|55px|0px|true|false” border_width_bottom=”1px” global_colors_info=”{}”][et_pb_row module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_font_size=”30px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”on|phone” global_colors_info=”{}”]The Blue Collar Investor\u2019s Guide to:[\/et_pb_text][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]Exit Strategies for Covered Call Writing and Selling Cash-Secured Puts:[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2022\/06\/Exit-Strategies-CSP_front-cover-_AMAZON_WEBSITE_002.jpg” title_text=”Exit Strategies CSP_front cover _AMAZON_WEBSITE_(002)” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n This book details how to enter, manage and calculate trade adjustments for all market conditions. After we select the underlying security and sell the corresponding option, we immediately move into position management mode. There are over 20 exit strategies defined, as well and when and how to implement these plans.<\/p>\n The BCI Trade Management Calculator facilitates the analysis of each exit strategy by showing initial trade entries, initial trade calculations for both each individual trade as well as that of the entire portfolio. From there we learn how to enter our trade adjustments and finally to calculate trade and total portfolio post-adjustment results.<\/p>\n The book contains 27 chapters:<\/p>\n Section I. Exit Strategies for Covered Call Writing DISCLAIMER:\u00a0<\/span>The information is being provided is for educational purposes only and is not financial advice or recommendation to by or sell anything. Please speak with a qualified financial advisor before placing any trades. We highly recommend the you paper trade until you are comfortable with the BCI process.<\/span><\/p>\n [\/et_pb_text][et_pb_divider color=”#d6d6d6″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”off|desktop” global_colors_info=”{}”]The Trade Management Calculator (TMC) will facilitate trade entries, initial trade calculations, initial total portfolio calculations, show exit strategy price points, provide exit strategy choices, allow for trade adjustments and calculate final post-adjusted trade and total portfolio returns. A Trade Journal for note-taking is also available in this spreadsheet. There is no other spreadsheet of its kind, anywhere: [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/1.png” title_text=”1″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/2.png” title_text=”2″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”55px|0px|55px|0px|true|false” global_colors_info=”{}”][et_pb_row module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”off|desktop” global_colors_info=”{}”]The CEO Results Spreadsheet calculates final portfolio and benchmark (S&P 500) results and compares their price performance:[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/3.png” title_text=”3″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” text_font=”|700|||||||” text_font_size=”20px” text_font_size_tablet=”20px” text_font_size_phone=”20px” text_font_size_last_edited=”on|tablet” global_colors_info=”{}”]CEO Strategy advantages[\/et_pb_text][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n User-friendly and time-efficient:<\/span><\/strong><\/em><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”||||||||” text_text_color=”#3d3d3d” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”off|desktop” global_colors_info=”{}”]<\/p>\n Who will benefit from this new strategy approach?<\/b><\/p>\n I see this as a strategy appealing to those who work long hours, perhaps raising a family or those still in school with limited time to dedicate to self-investing. Those in retirement who look to generate additional income but do not want to detract from hobbies or family activities, will also be attracted to this CEO approach.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#000000″ custom_padding=”51.1875px|0px|11px|0px|false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”62px||62px||true|” border_width_bottom=”1px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ text_font=”|700|||||||” text_text_color=”#ffffff” text_font_size=”15px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”off|desktop” global_colors_info=”{}”]<\/p>\n There is no single strategy that is right for every investor. I spent 3 years working on a strategy blueprint that will benefit those who want to become financially independent and CEOs of their own money while still aligning with challenging personal, family and work schedules.<\/p>\n [\/et_pb_text][et_pb_divider color=”#4f4f4f” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_pricing_tables _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_pricing_table title=”Basic CEO Package ” subtitle=”(without TMC)” sum=”$197″ button_url=”https:\/\/thebluecollarinvestor.com\/minimembership\/register\/ceo-package\/” button_text=”BUY NOW” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_use_icon=”off” button_alignment=”center” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n Portfolio Setup Spreadsheet [\/et_pb_pricing_table][et_pb_pricing_table title=”Enhanced CEO Package” subtitle=”(includes TMC)” sum=”$419″ button_url=”https:\/\/thebluecollarinvestor.com\/minimembership\/register\/ceo-package-tmc-package\/” button_text=”BUY NOW” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_use_icon=”off” button_alignment=”center” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n Portfolio Setup Spreadsheet [\/et_pb_pricing_table][et_pb_pricing_table featured=”on” title=”CEO Total Package ” subtitle=”(our best discounted offer)” sum=”$1249″ button_url=”https:\/\/www.thebluecollarinvestor.com\/member\/signup\/2pLmuxRx” button_text=”BUY NOW” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_use_icon=”off” button_alignment=”center” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n
Portfolio Results Spreadsheet
Trade Management Calculator (TMC)
TMC User Guide
Exit Strategies for Covered Call Writing and Selling Cash-Secured Puts (PDF)
Covered Call Writing: A New Streamlined Approach (PDF)
Learn more about the TMC Package below:
https:\/\/thebluecollarinvestor.com\/minimembership\/bci-trade-management-system\/<\/a><\/p>\n
Portfolio Results Spreadsheet
Trade Management Calculator (TMC)
TMC User Guide
Exit Strategies for Covered Call Writing and Selling Cash-Secured Puts (PDF)
Covered Call Writing: A New Streamlined Approach (PDF)
6 Online Video Courses with Downloadable Workbooks
6 BCI-Developed Calculators
5 Additional Best-Selling Books (PDF)
Annual Premium Membership (13 Months), including over 200 Educational Videos and Stock, ETF, Dow 30 and Dividend Reports<\/p>\n
https:\/\/thebluecollarinvestor.com\/minimembership\/bci-investor-program\/<\/a><\/p>\n\n
IV. CEO Strategy Flow Chart<\/p>\n
\n1. What is Covered Call Writing? Intro and Preview Example
\n2. Allowing Exercise
\n3. Buy Back Option\/ Keep Stock
\n4. Expire Worthless
\n5. Hitting a Double\/ Keeping Stock
\n6. Hitting a Double\/ Selling Stock
\n7. Mid-Contract Unwind Exit Strategy
\n8. Rolling-Down\/ Keeping Stock
\n9. Rolling-Down\/ Selling Stock
\n10. Rolling-In
\n11. Rolling-Out
\n12. Rolling Out-And-Up to an ITM Strike
\n13. Rolling Out-And-Up to an OTM Strike
\n14. Using Multiple Exit Strategies
\n\u00a0
\nSection II. Exit Strategies for Selling Cash-Secured Puts
\n\u00a0
\n15. What is Selling Cash-Secured Puts? Intro & Preview Example
\n16. 3% Guideline
\n17. 10% Guideline
\n18. 20% Guideline
\n19. Allowing Exercise
\n20. Closing ITM Puts
\n21. Expire Worthless
\n22. Rolling-Down an ITM Strike
\n23. Rolling-In
\n24. Rolling-Out ITM Strikes
\n25. Rolling-Up Deep OTM Put Strikes
\n26. Using Multiple Exit Strategies
\n27. PCP (Put-Call-Put) Strategy[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.1″ custom_padding=”55px|0px|55px|0px|true|false” border_width_bottom=”1px” global_colors_info=”{}”][et_pb_row module_id=”1″ _builder_version=”4.16″ custom_padding=”56px||56px||true|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_font_size=”40px” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”on|tablet” global_colors_info=”{}”]PLUS[\/et_pb_text][et_pb_text _builder_version=”4.19.1″ text_font=”|700||on|||||” text_text_color=”#3d3d3d” text_orientation=”center” text_font_size_tablet=”25px” text_font_size_phone=”20px” text_font_size_last_edited=”off|desktop” global_colors_info=”{}”]The CEO Setup Spreadsheet (shown above and here) will guide us as to the best way to setup our portfolios to meet our diversification and cash allocation requirements:[\/et_pb_text][et_pb_image src=”https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2023\/02\/CEO_PORTFOLIO_SETUP_SPREADSHEET_REVB-scaled.jpg” title_text=”CEO_PORTFOLIO_SETUP_SPREADSHEET_REVB” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]<\/p>\n\n
Monthly & Annualized returns:<\/strong><\/em><\/span><\/li>\n
Portfolio volatility:<\/strong><\/em><\/span>\u00a0<\/li>\n
Portfolio Results Spreadsheet
Covered Call Writing: A New Streamlined Approach (PDF)<\/p>\n
Portfolio Results Spreadsheet
Trade Management Calculator (TMC)
TMC User Guide
Exit Strategies for Covered Call Writing and Selling Cash-Secured Puts (PDF)
Covered Call Writing: A New Streamlined Approach (PDF)
Learn more about the TMC Package below:
https:\/\/thebluecollarinvestor.com\/minimembership\/bci-trade-management-system\/<\/a><\/p>\n