I use Filmora Wondershare. I am currently doing my own editing. Actually not editing much. I do use the transitions and used Fiverr to create my logo and intro and outro.
The intro and outro I had someone on Fiverr do it a while back. Great way to get graphics, short videos and voice over. I am now selling puts on them from time to time.
I am with IBKR and pay commission in an out. I don’t close trades early unless I have to or there is lots of time and I’m near max profit so I don’t have to pay the commission out.
Great video and content! Can you explain a bit more on how you're getting almost $300 in interest on a 30K account? Does Fidelity do that automatically? Most of the time your account is sitting on uninvested cash I assume?
I post my trades to all my memberships right after I make them. The $19 also gets you into discord where I have other members sharing their trades as well as other text channels related to investing and trading.
Enjoy your videos Jom. The concern I have about the wheel strategy. If the market or the stock itself takes a hit like 10 or 20%, it would take a long time to break even. How do you safeguard from that?
The likelihood of being assigned on my entire portfolio is extremely slim, especially since I trade both covered calls, cash-secured puts and spreads, meaning only one side would realistically be assigned. My strategy is designed with careful risk management, ensuring I have the capital and preparation to handle assignments without relying on risky recovery methods.
I am doing just that with my other wheel strategy called Spread Wheel Strategy. Currently trading AMD, MU and FOUR in it. I plan to do a video on it soon. I had to roll down and out for both MU and AMD. I trade GOOG, NVDA and others in my goto strategy of VPCS with a 15 Delta or so.
Great channel! Is it possible to buy these trading spreadsheets? I’m pretty experienced when it comes to trading but don’t have the best tracking method. Thank you!
One risk of covered calls that beginners can lose their ass on is when their deep ITM long option starts plummeting in value after a bad news story or other price shock that sends the price plummeting. The little bit of premium you scalped is a joke when your long call loses 10-20% per day. Ask me how I know 😏
Your coaching club patreon membership offers bi weekly coaching calls. Google says that could be every fortnight OR two per week. Which is it please? Also I see you use IB. I’d like help in getting started with your method using IB please. IB is not beginner friendly :)
@@EasyInvestingIncome Jim, I'm a member but the spreadsheet I have does not look like the one in the video? At the bottom of mine it has-Options, Favorites, Trade Ranking, Checklist, Guidlines and Goal. How do I get the one you have in the video with only Wheel Trades, Spread Wheels Trades and Favorites?
The one you found is my monthly planning worksheet. You can find the new one by going to collections and it will be posted with the associated video. I'm going to post my video and an updated version of it tomorrow. Just moved the specific strategies to tabs. Also, some small improvements.
I believe SOFI is to pricey currently, I own some DVN. It has been hit hard recently. CE missed earnings and the YoY earnings do not look good at this time. They also have a lot of debt. SLB looks interesting. It did miss earnings but looks like it is fairly priced and has okay debt and profitability. I added it to my watchlist.
Hey Jim. Congrats on overcoming speech issues and dyslexia. I enjoy your content and keep up the good work.
Loved the video. Great info 👍
Congrats about the channel ! Good episode !
Uncle Jim you are my favorite. Happy holidays!
Happy holidays.
Thanks for sharing this. I’m learning how to do it!
Glad it was helpful!
Great job!!
Great content. I like your humble and realistic info,
I appreciate that!
new to the channel, love the content so far, can I get the spreadsheet
I share it with my memberships. I plan to post it tomorrow.
Thanks for what you do! Merry Christmas from Australia! 🌏
Same to you!
Nice job wow !
Congrats on your great achievement! Way to set up a good example for others
Thanks for the kind words.
Nice work Jim. Hey, what do you use to record these videos, Streamyard? Do you do your own editing? I like the intro and special effects...thanks
I use Filmora Wondershare. I am currently doing my own editing. Actually not editing much. I do use the transitions and used Fiverr to create my logo and intro and outro.
@@EasyInvestingIncome Thanks Jim. Into/outro superb. What kind of fee they charge for something like that per video?
The intro and outro I had someone on Fiverr do it a while back. Great way to get graphics, short videos and voice over. I am now selling puts on them from time to time.
My Roth IRA is 95% cash ready for 2 year double :)))) Thank you great job :)
For 2025 today is my last day of work and retired.
Congrats on your retirement!
I am with IBKR and pay commission in an out. I don’t close trades early unless I have to or there is lots of time and I’m near max profit so I don’t have to pay the commission out.
Thanks for sharing.
It’s a good strategy. I just started a few weeks ago doing more covered calls and am learning from several people to see different strategies.
That's how I started. Find what works and then improve on it.
Great video and content! Can you explain a bit more on how you're getting almost $300 in interest on a 30K account? Does Fidelity do that automatically? Most of the time your account is sitting on uninvested cash I assume?
Fidelity does it automatically. They pay over 4% with their sweep account. It was over 5% before Fed started cutting rates.
Good video. Still starting out, but learning with each video. Thanks
Glad it helped. Thanks for the comment.
Hey which membership I need to see your live alert?
I post my trades to all my memberships right after I make them. The $19 also gets you into discord where I have other members sharing their trades as well as other text channels related to investing and trading.
you use techincal analysis to pick your stocks of interest ? thnx
I primarily do fundamental analysis. However, when you find one that has both it's typically a high flyer.
Enjoy your videos Jom. The concern I have about the wheel strategy. If the market or the stock itself takes a hit like 10 or 20%, it would take a long time to break even. How do you safeguard from that?
I will roll down and out if I need to. This risk comes with this strategy. Kind of happened with PINS. Waiting for a while to do the next CC.
Just curious, what did you do for a living?
I'm a software developer. Still working for one client part time.
Can I get a copy of your Excel
I provide it to my memberships. I'm going to post it to the community tomorrow.
I love this excel any chance you can share free template
What happens when you get assigned on your whole book? You just martingale your way out of it?
The likelihood of being assigned on my entire portfolio is extremely slim, especially since I trade both covered calls, cash-secured puts and spreads, meaning only one side would realistically be assigned. My strategy is designed with careful risk management, ensuring I have the capital and preparation to handle assignments without relying on risky recovery methods.
Why not sell CSPs using semiconductor companies like NVDA, AVGO, AMD, etc.? The premiums are really good.
I am doing just that with my other wheel strategy called Spread Wheel Strategy. Currently trading AMD, MU and FOUR in it. I plan to do a video on it soon. I had to roll down and out for both MU and AMD. I trade GOOG, NVDA and others in my goto strategy of VPCS with a 15 Delta or so.
@@EasyInvestingIncome Oh, okay. Thank you!
Great channel! Is it possible to buy these trading spreadsheets? I’m pretty experienced when it comes to trading but don’t have the best tracking method. Thank you!
I'm currently not selling them individually. I do share them with my memberships.
One risk of covered calls that beginners can lose their ass on is when their deep ITM long option starts plummeting in value after a bad news story or other price shock that sends the price plummeting. The little bit of premium you scalped is a joke when your long call loses 10-20% per day. Ask me how I know 😏
Thanks for sharing.
Your coaching club patreon membership offers bi weekly coaching calls. Google says that could be every fortnight OR two per week. Which is it please?
Also I see you use IB. I’d like help in getting started with your method using IB please. IB is not beginner friendly :)
It is two a month. I actually trade on Schwab and Fidelity. I have not worked much with IB.
How are you choosing the stocks to wheel? And how do you pick the deltas?
I use Seeking Alpha, Barcharts, InvestTalk and even my memberships and comments in my videos.
How can we get your spreadsheet?
I plan to post it today to my community. This includes my free week membership. My memberships are month to month and you can cancel at any time.
@@EasyInvestingIncome Jim, I'm a member but the spreadsheet I have does not look like the one in the video? At the bottom of mine it has-Options, Favorites, Trade Ranking, Checklist, Guidlines and Goal. How do I get the one you have in the video with only Wheel Trades, Spread Wheels Trades and Favorites?
The one you found is my monthly planning worksheet. You can find the new one by going to collections and it will be posted with the associated video. I'm going to post my video and an updated version of it tomorrow. Just moved the specific strategies to tabs. Also, some small improvements.
What are your thoughts on the following for this strategy: SOFI, DVN, CE, SLB
I believe SOFI is to pricey currently, I own some DVN. It has been hit hard recently. CE missed earnings and the YoY earnings do not look good at this time. They also have a lot of debt. SLB looks interesting. It did miss earnings but looks like it is fairly priced and has okay debt and profitability. I added it to my watchlist.