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🔒Premium Membership Positions - August 25, 2023

Updated: Sep 1, 2023



The markets recovered slightly with the DOW30, S&P500, and NASDAQ ending -0.57%, +0.57%, and +1.36%, respectively.


SPY


QQQ

 

Steve's Thoughts Markets closed a bit higher this week, breaking the 3-week losing streak. Fed Chair Jerome Powell stated that inflation is still too high and wants to lower inflation back to its 2% goal. Powell may still want to increase interest rates in the near future. However, Wall Street seemed to digest the news positively with the markets rallying on Friday.

 

Steve's Trades

AAPL


AAPL LEAP

Expiration Date: January 17, 2025 Step 1: Buy 1 $150 strike call option (delta 0.79) for $4755 I purchased a LEAPS this week because AAPL seemed to be oversold over the past two weeks and now the stock seems to be picking back up again. AAPL could also potentially fill in the gap from the earnings drop earlier this month. If you're looking to invest in this LEAPS option, I would use the premiums from your wheels and spreads to cover the cost of this LEAPS by at least 50%. This helps reduce risk since you are using the capital you earned from the stock market, rather than using all of your own money you contributed to your account.


If you are new to investing or have never sold covered calls and cash-secured puts, I would not purchase LEAPS yet. I would stick to long-term investing first since purchasing LEAPS is a form of using leverage. Always start with the basics.


In the end, you can tweak the numbers to your choosing. I chose a delta 0.79-0.80 because the contract is deeper in-the-money and contains more intrinsic value.


AMZN


AMZN Cash Secured Put

Expiration Date: September 29, 2023

Step 1: Have $13,300 of cash as collateral Step 2: Sell 1 $133 strike put option (delta -0.46) for $405


I'm also looking to buy an AMZN LEAPS once I see AMZN break and stay above the blue resistance line at $136. I'll keep you updated later on this.

Side Notes:

In terms of my long term holds, I'm looking to buy some more shares of:

1. SPY

2. QQQ

3. V (Visa Inc.) 4. MA (Mastercard Inc.)

5. WM (Waste Management Inc.) I'm waiting to let the market digest the recent news for about 1 to 2 more days, regarding inflation and rate hikes, to buy more shares. Let's see if the support lines hold and if there's a positive reaction next week, so we can build up our portfolios. Remember that investing is a marathon, not a sprint. Let's stay positive and keep consistently investing.

 

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Coming from a teacher's perspective, I believe it's important to engage in conversations with people who are also seeking to reach financial freedom.


Remember that we are a community of wealth builders at all different levels, so be positive, kind, and helpful to others, so we can help each other get to financial freedom much faster.

 

Have a wonderful weekend! 🙂


-Steve and the Call to Leap Team


The following article is strictly the opinion of the author and is to not be considered financial/investment advice. Call to Leap LLC and the author of this article does not claim to be a registered financial advisor (RIA) or financial advisor. Please visit our terms of service and privacy policy before reading this article.

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