Wed 2 Jan 2008
Official Year End Results: All ETFCoveredCalls Accounts Beat Major Indexes
Posted by RichSlick under MMO, Money Trades
Thanks for visiting. This blog is intended for individuals with Net Annual Income of $105,000 or more. Get Rich Slow + Get Rich Quick = Get Rich Slick. If you're new here, you may want to subscribe to my RSS feed.
I wrote earlier that I’d do a year end round up of my ETF Covered Call investment strategy on three of my accounts: Mini-account (for small time investors), Power-account (for those more adventurous), and Arbitrage (for those with no money but big cojones) and the results are official.
My power account returned a little under 25% return for the 2007 year. My mini-account returned 27% return for the year and my arbitrage returned a whopping 54.76% on an annualized rate, 13.69% actual.
I did some graphs to illustrate how my mini account did against the major indexes: Dow Jones, S&P 500, and Russell 2000 for illustration purposes.
First up, ETF Covered Calls vs. Dow Jones Index
Next up, ETF Covered Calls vs. S&P 500 Index
Last up, ETF Covered Calls vs. Russell 2000 Index
Despite the great returns, I’m hesitant to think that 2008 will be as profitable as there are so many problems with the financial system in the U.S. that it could get ugly in 08 but we’ll have to wait and see what happens. The year ended on a sour note and if the next few weeks are a roller coaster ride, people are going to get off the coaster and sit on the sidelines which won’t bode well for markets.
I’m primarily in cash right now with the exception of my arbitrage account and the mini account. Both these accounts are energy top heavy which I believe will do well, recession or not, as demand and consumption continues to rip through previous consumption levels.
Good luck investing in 2008!
One Response to “ Official Year End Results: All ETFCoveredCalls Accounts Beat Major Indexes ”
Comments:
Leave a Reply
Trackbacks & Pingbacks:
-
Pingback from 2007 Year End Finances & 2008 Goals » Get Rich Slick
January 4th, 2008 at 11:01 am[...] new here, you may want to subscribe to my RSS feed. I wrote about some of my accounts a couple of days ago which are part of my Get Rich Quick strategy and today I’ll share part of my Get Rich Slow [...]










