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Last seen: Jan 25, 2022
@bginburg that’s another good idea! In the last 6 months I’ve been tying my premium target to my leverage a bit more, good to hear other ways to do th...
@navypack I sold 3350 right around then for half that price. Recently increased leverage and cut my premium target as I’m in the awkward phase between...
@earlyretirementnowcom I’m certainly no muni bond expert but I would have thought the Puerto Rico deal would have been good for these funds. Guess not...
Puts today were safe, as were my lower risk bond holdings…but those muni CEFs are taking a bit of a dip!
@schmeljones I haven’t bought any yet. I was looking into it right around the time you posted this thread, but ended up taking my leverage higher on t...
I set my holiday strikes even a bit lower than a usual weekend given the low short term vol and big up moves on the market the last two days. I’m down...
@earlyretirementnowcom the Dec 2023 2023, 4700C is around $50k now, and the 2025 call at the same strike is around $75k, and the 2026 is around $80k....
During accumulation I like the DIY approach to NTSX: a 90/60 portfolio that starts with leveraged bond ETFs and transitions to treasury futures over t...
@earlyretirementnowcom I guess I learned that term just in time for today when I hit my first point landing ever. Phew!
Also wanted to flag that VIX and the two day vol aren’t always the same. ERN pointed me to VIX9D which is a bit closer, but especially around big news...
I agree with ERN. For #1 in addition to premium/delta you also could reduce number of contracts, close out some before setting the new strikes, or be ...
So long as you’re not realizing a big capital gain in the taxable account to do this rebalance it seems like it’s reasonable. The I bonds break even c...
e.g. would you still go for munis and prefs or would you switch the balance to S&P500 etfs, VTIs etc I wouldn’t personally do that as adding d...
Is anyone systematically reducing the number of contracts they sell when vol is low? I’m less likely to add another put or sell in the morning with lo...
Bad timing since I had to sell early Friday but made it through with that final hour rally. Had to wait until the end to sell again though which cost ...