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TheFinancialWhiz.Com Podcasts

PodcastDirectory / Business / Unknown
PodcastDirectory / Regions / NA / USA

Trading Strategies based on Stocks, Options, ETFs, and Forex

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Hedging Stock Investments Using Low-Risk Options Strategies - Stock Option Collar

Please note that this example is for educational purposes and uses a historical trade from April 2007 Another strategy utilized by investors is the Stock Collar. This strategy involves owning or purchasing 100 shares of a particular stock, buying a put option and selling a call option. An investor sells a call option to finance the ?insurance? put option. While doing this does limit the downside, it also limits the upside potential. This strategy tends to be used less by money managers beca ...

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Hedging Stock Investments Using Low-Risk Options Strategies - Protective Put

Please note that this example is for educational purposes and uses a historical trade from March 2007 A lesser-known strategy is the Protective Put strategy, which involves purchasing or holding a stock and buying a put option to protect against the downside. The strategy is the opposite of the Covered Call Strategy because the investor is limiting their downside and leaving the upside potential of the position. This type of protection does come at a cost, such as purchasing insurance again ...

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Hedging Stock Investments Using Low-Risk Options Strategies - Cash-Secured Put Selling

Please note that this example is for educational purposes and uses a historical trade from March 2007 Another way to play the income aspect of the Covered Call is through a strategy known as Cash-Secured Put Selling, which involves selling a put option, keeping the premium, and?if the option is exercised by the buyer?purchasing the 100 shares per contract. This might sound risky, but the idea is for the investor to keep enough cash in the account to purchase the shares should he receive an ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedging Stock Investments Using Low-Risk Options Strategies - Covered Call

Please note that this example is for educational purposes and uses a historical trade from March 2007 The most popular options strategy among all investors today is Covered Call Writing. The basic idea of this strategy is to hold a stock with a near-term outlook that shows the stock will remain stagnant at its current price. In this situation, an investor could create a ?synthetic? dividend by selling one call option and receiving the premium for every 100 shares of the stock that they ow ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedging Stock Investments Using Low-Risk Options Strategies - Introduction

One of the most exciting financial instruments available comes in the form of derivatives. The versatility of derivatives, allows for many different investment goals to be reached. Derivatives are growing in popularity and are quickly emerging as an essential financial investment tool. One of those derivatives is Futures, which are a financial contract obligating the buyer to purchase an asset (or the seller to sell an asset), such as a physical commodity or a financial instrument, at a pre ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Volatile Turkish Lira Position? Hedge it with the Hungarian Forint

Almost daily, I receive emails asking how a trader can profit from the Turkish Lira, many of whom are drawn to the high interest rate feature of the currency. It is easy to forget about the huge volatile moves that has plagued the currency since its re-release. To look for a safe hedge currency, I examined the available currencies of surrounding countries with economies that in the same development phase. The logical choice would have been a bordering country, but since there are few cho ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Mission Accomplished: TheFinancialWhiz Starts a Financial Career

In my post ?Follow The Financial Whiz: The Countdown Begins Going from College to Career,? I set a goal to obtain a job offer by my graduation date of December 16, 2007. I am proud to say that I have achieved that goal. I was offered positions with two very respectable firms, and both opportunities would have allowed me to continue dealing with investments. I have decided to join the Pennsylvania State Employees? Retirement System as a Junior Investment Analyst specializing in private equ ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket - December 4, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $27,338.01 Increase (decrease) in Unrealized Gains: $20,811.01 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 20, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $11,019.70 Increase (decrease) in Unrealized Gains: $23,221.74 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Currency Basket ? Nine Months Later and 43% Greater

Back on March 20, 2007, TheFinancialWhiz.Com started an experiment of combining a basket of nine currencies versus the Chinese Yuan (see post). The goal of the basket was to generate positive interest payments from the long currency holdings, with a secondary goal of generating capital appreciation. The portfolio, as of Saturday, January 5, 2008, has a Net Asset Value of $143,364.22, which represents a 43.36% gain over the initial $100,000 balance. The Net Asset Value is broken down into ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedging Stock Investments Using Low-Risk Options Strategies - Covered Call

The most popular options strategy among all investors today is Covered Call Writing. The basic idea of this strategy is to hold a stock with a near-term outlook that shows the stock will remain stagnant at its current price. In this situation, an investor could create a ?synthetic? dividend by selling one call option and receiving the premium for every 100 shares of the stock that they own. For example, Figure 1 below is a fictitious trade involving the purchasing or holding of AT&T ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedging Stock Investments Using Low-Risk Options Strategies - Introduction

One of the most exciting financial instruments available comes in the form of derivatives. The versatility of derivatives, allows for many different investment goals to be reached. Derivatives are growing in popularity and are quickly emerging as an essential financial investment tool. One of those derivatives is Futures, which are a financial contract obligating the buyer to purchase an asset (or the seller to sell an asset), such as a physical commodity or a financial instrument, at a pre ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Volatile Turkish Lira Position? Hedge it with the Hungarian Forint

Almost daily, I receive emails asking how a trader can profit from the Turkish Lira, many of whom are drawn to the high interest rate feature of the currency. It is easy to forget about the huge volatile moves that has plagued the currency since its re-release. To look for a safe hedge currency, I examined the available currencies of surrounding countries with economies that in the same development phase. The logical choice would have been a bordering country, but since there are few cho ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Mission Accomplished: TheFinancialWhiz Starts a Financial Career

In my post ?Follow The Financial Whiz: The Countdown Begins Going from College to Career,? I set a goal to obtain a job offer by my graduation date of December 16, 2007. I am proud to say that I have achieved that goal. I was offered positions with two very respectable firms, and both opportunities would have allowed me to continue dealing with investments. I have decided to join the Pennsylvania State Employees? Retirement System as a Junior Investment Analyst specializing in private equ ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket - December 4, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $27,338.01 Increase (decrease) in Unrealized Gains: $20,811.01 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 20, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $11,019.70 Increase (decrease) in Unrealized Gains: $23,221.74 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Update on The Financial Whiz

The Financial Whiz would like to apologize for the lack of updates. Recently, I have been asked to contribute to Value View newsletter?s Young Investor column and to work as an analyst for their Dynamic Insurgents portfolio (which is a portfolio of companies that are potential Blue Chips, but are relatively unproven and operate in fast-paced industries).  This comes in addition to my work training and guiding next year?s Student Managed Portfolio Team and the general busy weeks that tend t ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Playing the Rate Cut Conundrum

With all the fear that exists in the markets today, it seems all the world is waiting on what Mr. Bernanke decides to do with the Fed Fund Rates on Tuesday. Here are the possible outcomes:  1) No rate cut 2) 25 bps rate cut 3) 50 bps rate cut After running each scenario through my mind a few times, I looked at what each potentially signifies to the market, and concluded that none of the above have ideal outcomes. If the explanation for a rate cut is saving the housing market?think again; 2 ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedge Volatile Energy Stocks in Your Portfolio Against Commodity Movements

For any investor who holds oil and natural gas stocks in their portfolio, the movement of those stocks is typically tied to the underlying commodity, not to the broader markets. Investing in energy stocks does not come without sharp volatility that may keep small investors on their toes and awake at night, but with the introduction of new Exchange Traded Fund products, investors now have a way to keep the overall movement to a minimum. The idea behind the strategy is that an investor has a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: Navigating My Network

The first week of my final semester is complete, and the job search is now in full swing. For those of you following me in my journey to the job market, updates have definitely been lacking; however, that doesn?t mean I haven?t been busy. Over the past few weeks, I have focused on talking with as many of my prior contacts and employers as possible. I provided those contacts with an update on my progress as a student, and asked them to keep me in mind should they come across any positions ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedge Volatile Energy Stocks in Your Portfolio Against Commodity Movements

For any investor who holds oil and natural gas stocks in their portfolio, the movement of those stocks is typically tied to the underlying commodity, not to the broader markets. Investing in energy stocks does not come without sharp volatility that may keep small investors on their toes and awake at night, but with the introduction of new Exchange Traded Fund products, investors now have a way to keep the overall movement to a minimum. The idea behind the strategy is that an investor has a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: Navigating My Network

The first week of my final semester is complete, and the job search is now in full swing. For those of you following me in my journey to the job market, updates have definitely been lacking; however, that doesn?t mean I haven?t been busy. Over the past few weeks, I have focused on talking with as many of my prior contacts and employers as possible. I provided those contacts with an update on my progress as a student, and asked them to keep me in mind should they come across any positions ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


The Death of the Yen Carry Trade? Think Again!

?When there is blood in the streets, it?s time to buy.? Obviously, this saying could not be any truer than the situation that investors all over the world are experiencing at the time of writing this post. Fear and risk grip the global marketplace in a way that hasn?t been seen since 2003. Investors everywhere should soon be taking advantage of the readjusted asset prices in all areas of the market, and because of this, I believe there will be a re-emergence of the carry trade that ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


What Stock Should I Buy? Four New Winners for Your Portfolio

Just when you thought the list of society?s outcast stocks couldn?t get any longer, I?ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time for investors to take a look at these companies for inclusion into their portfolios, which have taken a being of over 6% since July 19, 2007. The first pick is a company that many people may never have h ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks

My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check his IRA and notices a 7.5% drop in two weeks, of course he wants to find out why. Look at the Alexa reach for CNBC (Financial, Blue) and MSNBC (World News, Red) websites: Even with a catastroph ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Mission Accomplished: TheFinancialWhiz Starts a Financial Career

In my post ?Follow The Financial Whiz: The Countdown Begins Going from College to Career,? I set a goal to obtain a job offer by my graduation date of December 16, 2007. I am proud to say that I have achieved that goal. I was offered positions with two very respectable firms, and both opportunities would have allowed me to continue dealing with investments. I have decided to join the Pennsylvania State Employees? Retirement System as a Junior Investment Analyst specializing in private equ ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket - December 4, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $27,338.01 Increase (decrease) in Unrealized Gains: $20,811.01 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 20, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $11,019.70 Increase (decrease) in Unrealized Gains: $23,221.74 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Update on The Financial Whiz

The Financial Whiz would like to apologize for the lack of updates. Recently, I have been asked to contribute to Value View newsletter?s Young Investor column and to work as an analyst for their Dynamic Insurgents portfolio (which is a portfolio of companies that are potential Blue Chips, but are relatively unproven and operate in fast-paced industries).  This comes in addition to my work training and guiding next year?s Student Managed Portfolio Team and the general busy weeks that tend t ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Playing the Rate Cut Conundrum

With all the fear that exists in the markets today, it seems all the world is waiting on what Mr. Bernanke decides to do with the Fed Fund Rates on Tuesday. Here are the possible outcomes:  1) No rate cut 2) 25 bps rate cut 3) 50 bps rate cut After running each scenario through my mind a few times, I looked at what each potentially signifies to the market, and concluded that none of the above have ideal outcomes. If the explanation for a rate cut is saving the housing market?think again; 2 ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket - December 4, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $27,338.01 Increase (decrease) in Unrealized Gains: $20,811.01 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 20, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $11,019.70 Increase (decrease) in Unrealized Gains: $23,221.74 Increase (decrease) in Net As ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Update on The Financial Whiz

The Financial Whiz would like to apologize for the lack of updates. Recently, I have been asked to contribute to Value View newsletter?s Young Investor column and to work as an analyst for their Dynamic Insurgents portfolio (which is a portfolio of companies that are potential Blue Chips, but are relatively unproven and operate in fast-paced industries).  This comes in addition to my work training and guiding next year?s Student Managed Portfolio Team and the general busy weeks that tend t ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Playing the Rate Cut Conundrum

With all the fear that exists in the markets today, it seems all the world is waiting on what Mr. Bernanke decides to do with the Fed Fund Rates on Tuesday. Here are the possible outcomes:  1) No rate cut 2) 25 bps rate cut 3) 50 bps rate cut After running each scenario through my mind a few times, I looked at what each potentially signifies to the market, and concluded that none of the above have ideal outcomes. If the explanation for a rate cut is saving the housing market?think again; 2 ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedge Volatile Energy Stocks in Your Portfolio Against Commodity Movements

For any investor who holds oil and natural gas stocks in their portfolio, the movement of those stocks is typically tied to the underlying commodity, not to the broader markets. Investing in energy stocks does not come without sharp volatility that may keep small investors on their toes and awake at night, but with the introduction of new Exchange Traded Fund products, investors now have a way to keep the overall movement to a minimum. The idea behind the strategy is that an investor has a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: Navigating My Network

The first week of my final semester is complete, and the job search is now in full swing. For those of you following me in my journey to the job market, updates have definitely been lacking; however, that doesn?t mean I haven?t been busy. Over the past few weeks, I have focused on talking with as many of my prior contacts and employers as possible. I provided those contacts with an update on my progress as a student, and asked them to keep me in mind should they come across any positions ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


The Death of the Yen Carry Trade? Think Again!

?When there is blood in the streets, it?s time to buy.? Obviously, this saying could not be any truer than the situation that investors all over the world are experiencing at the time of writing this post. Fear and risk grip the global marketplace in a way that hasn?t been seen since 2003. Investors everywhere should soon be taking advantage of the readjusted asset prices in all areas of the market, and because of this, I believe there will be a re-emergence of the carry trade that ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


What Stock Should I Buy? Four New Winners for Your Portfolio

Just when you thought the list of society?s outcast stocks couldn?t get any longer, I?ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time for investors to take a look at these companies for inclusion into their portfolios, which have taken a being of over 6% since July 19, 2007. The first pick is a company that many people may never have h ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks

My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check his IRA and notices a 7.5% drop in two weeks, of course he wants to find out why. Look at the Alexa reach for CNBC (Financial, Blue) and MSNBC (World News, Red) websites: Even with a catastroph ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Getting Where You Want to Go: Advice from People Up the Ladder

These past two weeks have been hectic, but the job hunt is well underway. As of 5 p.m. Friday, my internship with Bank of New York Mellon has come to completion. For those of you who are entering into your junior and senior years of college, keep in mind that an internship provides an invaluable experience that will help jump-start you on your future career. While my internship with BNY Mellon was not in my primary field of interest, it did allow me to build my network by giving me the op ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Update on The Financial Whiz

The Financial Whiz would like to apologize for the lack of updates. Recently, I have been asked to contribute to Value View newsletter?s Young Investor column and to work as an analyst for their Dynamic Insurgents portfolio (which is a portfolio of companies that are potential Blue Chips, but are relatively unproven and operate in fast-paced industries).  This comes in addition to my work training and guiding next year?s Student Managed Portfolio Team and the general busy weeks that tend t ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Playing the Rate Cut Conundrum

With all the fear that exists in the markets today, it seems all the world is waiting on what Mr. Bernanke decides to do with the Fed Fund Rates on Tuesday. Here are the possible outcomes:  1) No rate cut 2) 25 bps rate cut 3) 50 bps rate cut After running each scenario through my mind a few times, I looked at what each potentially signifies to the market, and concluded that none of the above have ideal outcomes. If the explanation for a rate cut is saving the housing market?think again; 2 ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Hedge Volatile Energy Stocks in Your Portfolio Against Commodity Movements

For any investor who holds oil and natural gas stocks in their portfolio, the movement of those stocks is typically tied to the underlying commodity, not to the broader markets. Investing in energy stocks does not come without sharp volatility that may keep small investors on their toes and awake at night, but with the introduction of new Exchange Traded Fund products, investors now have a way to keep the overall movement to a minimum. The idea behind the strategy is that an investor has a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: Navigating My Network

The first week of my final semester is complete, and the job search is now in full swing. For those of you following me in my journey to the job market, updates have definitely been lacking; however, that doesn?t mean I haven?t been busy. Over the past few weeks, I have focused on talking with as many of my prior contacts and employers as possible. I provided those contacts with an update on my progress as a student, and asked them to keep me in mind should they come across any positions ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


The Death of the Yen Carry Trade? Think Again!

?When there is blood in the streets, it?s time to buy.? Obviously, this saying could not be any truer than the situation that investors all over the world are experiencing at the time of writing this post. Fear and risk grip the global marketplace in a way that hasn?t been seen since 2003. Investors everywhere should soon be taking advantage of the readjusted asset prices in all areas of the market, and because of this, I believe there will be a re-emergence of the carry trade that ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


What Stock Should I Buy? Four New Winners for Your Portfolio

Just when you thought the list of society?s outcast stocks couldn?t get any longer, I?ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time for investors to take a look at these companies for inclusion into their portfolios, which have taken a being of over 6% since July 19, 2007. The first pick is a company that many people may never have h ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks

My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check his IRA and notices a 7.5% drop in two weeks, of course he wants to find out why. Look at the Alexa reach for CNBC (Financial, Blue) and MSNBC (World News, Red) websites: Even with a catastroph ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Getting Where You Want to Go: Advice from People Up the Ladder

These past two weeks have been hectic, but the job hunt is well underway. As of 5 p.m. Friday, my internship with Bank of New York Mellon has come to completion. For those of you who are entering into your junior and senior years of college, keep in mind that an internship provides an invaluable experience that will help jump-start you on your future career. While my internship with BNY Mellon was not in my primary field of interest, it did allow me to build my network by giving me the op ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: The Countdown Begins Going from College to Career

I decided that I would document my search for employment as I prepare for my graduation from the Indiana University of Pennsylvania with a Bachelor of Science in Business with a major in finance and a minor in economics. I have a few goals in creating this series. The first goal is to gain more recognition in the finance world through my website. The second is to educate others who seek to follow in a similar career path. Several fellow finance majors have contacted me since this site?s inc ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 20, 2007

Welcome to the July 20, 2007 edition of Carnival of Investment Strategies. ETFs goldguru presents How to Invest in Alternative Energy posted at goldguru, saying, “Diversify your alternative energy investments with a clean energy ETF…” Sam presents ETF Exchange Traded Funds Are a Great Investment Strategy. Buy and Sell easily. posted at Surfer Sam and Friends, saying, “ETFs Are a Great Investment Strategy How Long Before They Replace Mutual Funds? ETFs give the invest ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


The Death of the Yen Carry Trade? Think Again!

?When there is blood in the streets, it?s time to buy.? Obviously, this saying could not be any truer than the situation that investors all over the world are experiencing at the time of writing this post. Fear and risk grip the global marketplace in a way that hasn?t been seen since 2003. Investors everywhere should soon be taking advantage of the readjusted asset prices in all areas of the market, and because of this, I believe there will be a re-emergence of the carry trade that ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


What Stock Should I Buy? Four New Winners for Your Portfolio

Just when you thought the list of society?s outcast stocks couldn?t get any longer, I?ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time for investors to take a look at these companies for inclusion into their portfolios, which have taken a being of over 6% since July 19, 2007. The first pick is a company that many people may never have h ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks

My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check his IRA and notices a 7.5% drop in two weeks, of course he wants to find out why. Look at the Alexa reach for CNBC (Financial, Blue) and MSNBC (World News, Red) websites: Even with a catastroph ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Getting Where You Want to Go: Advice from People Up the Ladder

These past two weeks have been hectic, but the job hunt is well underway. As of 5 p.m. Friday, my internship with Bank of New York Mellon has come to completion. For those of you who are entering into your junior and senior years of college, keep in mind that an internship provides an invaluable experience that will help jump-start you on your future career. While my internship with BNY Mellon was not in my primary field of interest, it did allow me to build my network by giving me the op ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: The Countdown Begins Going from College to Career

I decided that I would document my search for employment as I prepare for my graduation from the Indiana University of Pennsylvania with a Bachelor of Science in Business with a major in finance and a minor in economics. I have a few goals in creating this series. The first goal is to gain more recognition in the finance world through my website. The second is to educate others who seek to follow in a similar career path. Several fellow finance majors have contacted me since this site?s inc ...

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Carnival of Investment Strategies - July 20, 2007

Welcome to the July 20, 2007 edition of Carnival of Investment Strategies. ETFs goldguru presents How to Invest in Alternative Energy posted at goldguru, saying, “Diversify your alternative energy investments with a clean energy ETF…” Sam presents ETF Exchange Traded Funds Are a Great Investment Strategy. Buy and Sell easily. posted at Surfer Sam and Friends, saying, “ETFs Are a Great Investment Strategy How Long Before They Replace Mutual Funds? ETFs give the invest ...

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4th Tip on Becoming a Financial Whiz: How to Perform Fundamental Analysis on Stock Investments

As I mentioned in my previous post entitled, ?3rd Tip on Becoming a Financial Whiz: How to Value a Stock - Comparable Ratio Valuation?, once you have found an attractively priced stock, you must then analyze the company on a more detailed basis. This ensures that the stock you identified is indeed undervalued and that it does not have some major issue as to why it is trading at that price. To start an investor on their journey, I have put together a worksheet that is meant to be used as a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Arbitrage Opportunity: Combining the UltraShort Real Estate ETF with Closed-End REIT Funds

Most investors are familiar with the fact that most Closed-end Funds (CEFs) trade at a discount to Net Asset Value (NAV) and carry an above average dividend, but are unsure of how to profit from these variables. There is also a relatively new investment product known as Leveraged Exchange Traded Funds (ETFs), which seek to double the daily returns of a specific index. There are leveraged ETF products for every general sector in the market as well as the broad indexes. There also are leverag ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 8, 2007

Welcome to the July 8, 2007 edition of Carnival of Investment Strategies. Stocks FitBuff presents FitBuff.com’s Total Mind and Body Fitness Blog » Blog Archive » How to Take Advantage of the Stock Market’s Summer Slump posted at FitBuff.com’s Total Mind and Body Fitness Blog, saying, “Interested in adding to your portfolio or starting a new one? The summer is usually one of the best times to get in the stock market game, and here’s how and why to do it.&# ...

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Chinese Yuan Carry Trade Basket Update - July 3, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $9,569.53 Increase (decrease) in Unrealized Gains: $18,364.90 Increase (decrease) in Net A ...

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What Stock Should I Buy? Four New Winners for Your Portfolio

Just when you thought the list of society?s outcast stocks couldn?t get any longer, I?ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time for investors to take a look at these companies for inclusion into their portfolios, which have taken a being of over 6% since July 19, 2007. The first pick is a company that many people may never have h ...

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Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks

My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check his IRA and notices a 7.5% drop in two weeks, of course he wants to find out why. Look at the Alexa reach for CNBC (Financial, Blue) and MSNBC (World News, Red) websites: Even with a catastroph ...

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Getting Where You Want to Go: Advice from People Up the Ladder

These past two weeks have been hectic, but the job hunt is well underway. As of 5 p.m. Friday, my internship with Bank of New York Mellon has come to completion. For those of you who are entering into your junior and senior years of college, keep in mind that an internship provides an invaluable experience that will help jump-start you on your future career. While my internship with BNY Mellon was not in my primary field of interest, it did allow me to build my network by giving me the op ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: The Countdown Begins Going from College to Career

I decided that I would document my search for employment as I prepare for my graduation from the Indiana University of Pennsylvania with a Bachelor of Science in Business with a major in finance and a minor in economics. I have a few goals in creating this series. The first goal is to gain more recognition in the finance world through my website. The second is to educate others who seek to follow in a similar career path. Several fellow finance majors have contacted me since this site?s inc ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 20, 2007

Welcome to the July 20, 2007 edition of Carnival of Investment Strategies. ETFs goldguru presents How to Invest in Alternative Energy posted at goldguru, saying, “Diversify your alternative energy investments with a clean energy ETF…” Sam presents ETF Exchange Traded Funds Are a Great Investment Strategy. Buy and Sell easily. posted at Surfer Sam and Friends, saying, “ETFs Are a Great Investment Strategy How Long Before They Replace Mutual Funds? ETFs give the invest ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


4th Tip on Becoming a Financial Whiz: How to Perform Fundamental Analysis on Stock Investments

As I mentioned in my previous post entitled, ?3rd Tip on Becoming a Financial Whiz: How to Value a Stock - Comparable Ratio Valuation?, once you have found an attractively priced stock, you must then analyze the company on a more detailed basis. This ensures that the stock you identified is indeed undervalued and that it does not have some major issue as to why it is trading at that price. To start an investor on their journey, I have put together a worksheet that is meant to be used as a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Arbitrage Opportunity: Combining the UltraShort Real Estate ETF with Closed-End REIT Funds

Most investors are familiar with the fact that most Closed-end Funds (CEFs) trade at a discount to Net Asset Value (NAV) and carry an above average dividend, but are unsure of how to profit from these variables. There is also a relatively new investment product known as Leveraged Exchange Traded Funds (ETFs), which seek to double the daily returns of a specific index. There are leveraged ETF products for every general sector in the market as well as the broad indexes. There also are leverag ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 8, 2007

Welcome to the July 8, 2007 edition of Carnival of Investment Strategies. Stocks FitBuff presents FitBuff.com’s Total Mind and Body Fitness Blog » Blog Archive » How to Take Advantage of the Stock Market’s Summer Slump posted at FitBuff.com’s Total Mind and Body Fitness Blog, saying, “Interested in adding to your portfolio or starting a new one? The summer is usually one of the best times to get in the stock market game, and here’s how and why to do it.&# ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 3, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $9,569.53 Increase (decrease) in Unrealized Gains: $18,364.90 Increase (decrease) in Net A ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Trade Chesapeake Energy (CHK)? Check Out this Stock Option Collar Example

Marek over at Stokblogs.com wrote a post about a trade involving Chesapeake Energy (CHK). He looked into utilizing a stock option collar on the position, which from my previous post, “Option Collars - Low-Risk, Low-Cost, Market Perform Trading Strategy.” can be explained as holding a stock long, selling an out-of-the-money call option (covered call) and buying an at- or near-the-money put option (protective put). The idea is to use the call premium to finance the downside insura ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks

My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check his IRA and notices a 7.5% drop in two weeks, of course he wants to find out why. Look at the Alexa reach for CNBC (Financial, Blue) and MSNBC (World News, Red) websites: Even with a catastroph ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Getting Where You Want to Go: Advice from People Up the Ladder

These past two weeks have been hectic, but the job hunt is well underway. As of 5 p.m. Friday, my internship with Bank of New York Mellon has come to completion. For those of you who are entering into your junior and senior years of college, keep in mind that an internship provides an invaluable experience that will help jump-start you on your future career. While my internship with BNY Mellon was not in my primary field of interest, it did allow me to build my network by giving me the op ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: The Countdown Begins Going from College to Career

I decided that I would document my search for employment as I prepare for my graduation from the Indiana University of Pennsylvania with a Bachelor of Science in Business with a major in finance and a minor in economics. I have a few goals in creating this series. The first goal is to gain more recognition in the finance world through my website. The second is to educate others who seek to follow in a similar career path. Several fellow finance majors have contacted me since this site?s inc ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 20, 2007

Welcome to the July 20, 2007 edition of Carnival of Investment Strategies. ETFs goldguru presents How to Invest in Alternative Energy posted at goldguru, saying, “Diversify your alternative energy investments with a clean energy ETF…” Sam presents ETF Exchange Traded Funds Are a Great Investment Strategy. Buy and Sell easily. posted at Surfer Sam and Friends, saying, “ETFs Are a Great Investment Strategy How Long Before They Replace Mutual Funds? ETFs give the invest ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


4th Tip on Becoming a Financial Whiz: How to Perform Fundamental Analysis on Stock Investments

As I mentioned in my previous post entitled, ?3rd Tip on Becoming a Financial Whiz: How to Value a Stock - Comparable Ratio Valuation?, once you have found an attractively priced stock, you must then analyze the company on a more detailed basis. This ensures that the stock you identified is indeed undervalued and that it does not have some major issue as to why it is trading at that price. To start an investor on their journey, I have put together a worksheet that is meant to be used as a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Arbitrage Opportunity: Combining the UltraShort Real Estate ETF with Closed-End REIT Funds

Most investors are familiar with the fact that most Closed-end Funds (CEFs) trade at a discount to Net Asset Value (NAV) and carry an above average dividend, but are unsure of how to profit from these variables. There is also a relatively new investment product known as Leveraged Exchange Traded Funds (ETFs), which seek to double the daily returns of a specific index. There are leveraged ETF products for every general sector in the market as well as the broad indexes. There also are leverag ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 8, 2007

Welcome to the July 8, 2007 edition of Carnival of Investment Strategies. Stocks FitBuff presents FitBuff.com’s Total Mind and Body Fitness Blog » Blog Archive » How to Take Advantage of the Stock Market’s Summer Slump posted at FitBuff.com’s Total Mind and Body Fitness Blog, saying, “Interested in adding to your portfolio or starting a new one? The summer is usually one of the best times to get in the stock market game, and here’s how and why to do it.&# ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 3, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $9,569.53 Increase (decrease) in Unrealized Gains: $18,364.90 Increase (decrease) in Net A ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Trade Chesapeake Energy (CHK)? Check Out this Stock Option Collar Example

Marek over at Stokblogs.com wrote a post about a trade involving Chesapeake Energy (CHK). He looked into utilizing a stock option collar on the position, which from my previous post, “Option Collars - Low-Risk, Low-Cost, Market Perform Trading Strategy.” can be explained as holding a stock long, selling an out-of-the-money call option (covered call) and buying an at- or near-the-money put option (protective put). The idea is to use the call premium to finance the downside insura ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


2nd Tip on Becoming a Financial Whiz: How do I Find a Stock to Research?

When I initially first started looking into the stock market about 7 years ago, I didn?t know the first thing about what to look for when trying to find a company to research with due diligence. Most investment books at your local bookstore typically advise the reader to find a company that he is familiar with or one at which he actually shops and invest in that. Apparently this myth has been around long enough for people to believe it, but from my experience, it is the companies and the ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Follow TheFinancialWhiz: The Countdown Begins Going from College to Career

I decided that I would document my search for employment as I prepare for my graduation from the Indiana University of Pennsylvania with a Bachelor of Science in Business with a major in finance and a minor in economics. I have a few goals in creating this series. The first goal is to gain more recognition in the finance world through my website. The second is to educate others who seek to follow in a similar career path. Several fellow finance majors have contacted me since this site?s inc ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 20, 2007

Welcome to the July 20, 2007 edition of Carnival of Investment Strategies. ETFs goldguru presents How to Invest in Alternative Energy posted at goldguru, saying, “Diversify your alternative energy investments with a clean energy ETF…” Sam presents ETF Exchange Traded Funds Are a Great Investment Strategy. Buy and Sell easily. posted at Surfer Sam and Friends, saying, “ETFs Are a Great Investment Strategy How Long Before They Replace Mutual Funds? ETFs give the invest ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


4th Tip on Becoming a Financial Whiz: How to Perform Fundamental Analysis on Stock Investments

As I mentioned in my previous post entitled, ?3rd Tip on Becoming a Financial Whiz: How to Value a Stock - Comparable Ratio Valuation?, once you have found an attractively priced stock, you must then analyze the company on a more detailed basis. This ensures that the stock you identified is indeed undervalued and that it does not have some major issue as to why it is trading at that price. To start an investor on their journey, I have put together a worksheet that is meant to be used as a ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Arbitrage Opportunity: Combining the UltraShort Real Estate ETF with Closed-End REIT Funds

Most investors are familiar with the fact that most Closed-end Funds (CEFs) trade at a discount to Net Asset Value (NAV) and carry an above average dividend, but are unsure of how to profit from these variables. There is also a relatively new investment product known as Leveraged Exchange Traded Funds (ETFs), which seek to double the daily returns of a specific index. There are leveraged ETF products for every general sector in the market as well as the broad indexes. There also are leverag ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Carnival of Investment Strategies - July 8, 2007

Welcome to the July 8, 2007 edition of Carnival of Investment Strategies. Stocks FitBuff presents FitBuff.com’s Total Mind and Body Fitness Blog » Blog Archive » How to Take Advantage of the Stock Market’s Summer Slump posted at FitBuff.com’s Total Mind and Body Fitness Blog, saying, “Interested in adding to your portfolio or starting a new one? The summer is usually one of the best times to get in the stock market game, and here’s how and why to do it.&# ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Chinese Yuan Carry Trade Basket Update - July 3, 2007

This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since Inception (5 times leveraged basket): Increase (decrease) in Account Balance: $9,569.53 Increase (decrease) in Unrealized Gains: $18,364.90 Increase (decrease) in Net A ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


Trade Chesapeake Energy (CHK)? Check Out this Stock Option Collar Example

Marek over at Stokblogs.com wrote a post about a trade involving Chesapeake Energy (CHK). He looked into utilizing a stock option collar on the position, which from my previous post, “Option Collars - Low-Risk, Low-Cost, Market Perform Trading Strategy.” can be explained as holding a stock long, selling an out-of-the-money call option (covered call) and buying an at- or near-the-money put option (protective put). The idea is to use the call premium to finance the downside insura ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


2nd Tip on Becoming a Financial Whiz: How do I Find a Stock to Research?

When I initially first started looking into the stock market about 7 years ago, I didn?t know the first thing about what to look for when trying to find a company to research with due diligence. Most investment books at your local bookstore typically advise the reader to find a company that he is familiar with or one at which he actually shops and invest in that. Apparently this myth has been around long enough for people to believe it, but from my experience, it is the companies and the ...

Listen | Listen in your iPhone | Download | View full cache | Visit Website


TheFinancialWhiz.Com Reaches 5,000 Visitors

I wanted to thank everyone who has found this site and taken something away from it. The site has grown to over 5,000 visitors and is now receiving over 100 new visitors per day. TheFinancialWhiz.Com launched on January 17, 2007 with the hope of providing a channel of investment strategy ideas to other investors. The site has since become so much more than that and has even sparked the creativity of the site?s viewers to develop variations of strategies that were presented. The site has ...

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1st Tip on Becoming a Financial Whiz: How Does the Stock Market Work?

What is the Stock Market? This is the first question that people usually ask when they find out that they can make money somewher