Wed 13 Jun 2007
Case Study: SPY Covered Calls Beats S&P 500 Index Investing
Posted by RichSlick under Financial Safety, Money Management, Raves
[2] Comments
There’s a great article over at that led me to this great report about a from Ibbotson Associates detailing how SPY Covered Calls beat S&P 500 index investing with less volatility as an added benefit. The article focuses on the Buy/Write S&P 500 Index (BMX) and compares it to S&P 500 returns. Whereas the article sticks to BMX and the S&P 500, I go a step further and seek, through the ETF-Cashinator®, the optimum high yield covered calls on any ETF that meets my special criteria: 1.5% to 4% return in a 30 to 45 day period, 100k+ volume, Dividend potential, growth potential, and volitility.
Ironically, the BMX historically has returned 12.34% annually while I’ve been averaging 18% to 22% returns annually with up/down volatility proven beneficial on each of my trades!
Of course, despite the increasing evidence that this is a pretty darn good way of investing, the caution and reluctance to recommend it is still there. That’s perfectly fine by me. The more I can profit from this by myself the better for me. Although I’m already looking at the next great thing since the media seems to be giving this attention more and more as more articles on this methodology seem to keep coming out now.
What’s the next great thing? Shh…..it’s a secret for now as I model and study it further.
June 14th, 2007 at 2:06 am
Thanks for the mention and kind words of support.
June 14th, 2007 at 2:07 am
doh! that last comment was supposed to be in the next post – the one about PF bloggers!