- You’ve owned stock in your non-sheltered accounts for many years, enjoying significant appreciation and racking up dividend income. That has put a smile on your face
- But there’s a THIRD income stream that you can activate right now, leveraging these same stocks, using a strategy known as covered call writing
- This low-risk option-selling strategy can add income while avoiding capital gains issues—and Alan will show you how to do it
- Plus, he’ll cover the “portfolio overwriting” approach in detail
Two Outcomes. Four Powerful Applications
Selling cash-secured puts is a conservative option-selling strategy that can generate consistent weekly or monthly income while providing opportunities to purchase quality stocks at discounted prices. In this session, you’ll learn how to use cash-secured puts as both an income-producing strategy and an effective way to initiate covered call positions. Whether your objective is generating cash flow, accumulating stock at favorable prices, or enhancing portfolio returns, this presentation provides a practical, rules-based approach.
Topics include:
- Option-selling fundamentals
- The three essential skills for successful put-selling
- Four practical applications:
- Traditional cash-secured put writing for income
- The Put-Call-Put (PCP), or Wheel, Strategy
- Buying stocks at a discount instead of using limit orders
- Ultra-conservative approaches for today’s market
- Position selection, trade management, and risk control
- Real-world examples, calculations, and implementation guidelines
Attendees will leave with a clear understanding of how to incorporate cash-secured puts into a disciplined investment strategy designed to enhance income while improving stock acquisition prices.

