Covered Calls

Although we do not consider Ms. Orman to be an investment sage, she does a very good job explaining how Covered Calls work to help increase income in the following video. Please contact us for more information.

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An informative video tutorial click the logo below.

A white paper report on covered calls from the Chicago Board Options Exchange view here.

Educational Materials

Equity Options Strategy Guide

Investors Guide - Kindle Version

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and is not affiliated with Fidelity Investments.

Fidelity does not endorse or recommend any particular investment, trading activity, or agent/Advisor.

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View a screenshot of a Covered Call.

Prior to buying or selling an option, investors must read a copy of the Characteristics & Risks of Standarized Options, also known as the options disclosure document (ODD). It explains the characteristics and risks of exchange traded options. Click here for the brochure.

Laurence Isaac Balter is the Portfolio Manager for The Oracle Mutual Fund. He is a published author of "The Power Portfolio" written in 2003.

He is a noted expert in covered calls and has written extensively on the matter. He is ranked as one of America's Top Financial Advisory Firms by Reuters in 2009.

A free copy is available to clients or for purchase on Amazon.com.

The following covered call calculator allows you to calculate yields on assignment or unassigned equities using current data. Type in a symbol.