OPTIONS

Alan Ellman

President,

The Blue Collar Investor Corp.

  • Author of 7 Best-Selling Books on Stocks and Options
  • Educational Contributor to Nasdaq.com
  • Series-65 Investment Advisor License Holder

About Alan

Dr. Ellman is president of The Blue Collar Investor Corp., and author of bestselling books on covered call writing and selling puts. His 4th book, Stock Investing for Students, is now required reading at several colleges. He has also produced several video courses and published hundreds of articles and videos on this subject. Alan has been a frequent guest on financial forums such as the Options Industry Council's Wide World of Options and The Money Answers Radio program. He is also a national speaker for The Money Show, the Options Industry Council and the American Association of Individual Investors. Alan has also completed the Series 65-Investment Advisor Rep requirements.

Alan's Articles

In this article, we will analyze a series of covered call trades shared with me by a BCI premium member, states Alan Ellman of The Blue Collar Investor.
Covered call writing exit strategies can involve trade adjustments over one or more expiration cycles, states Alan Ellman of The Blue Collar Investor.
This video explains if the 20%/10% guidelines apply the same way for ITM calls as when selling OTM calls, states Alan Ellman of The Blue Collar Investor.
This video explains how to select the best put strikes to generate significant annualized returns, states Alan Ellman of The Blue Collar Investor.

Alan's Videos

Dr. Alan Ellman will share how to consistently beat the marketing using his CEO strategy: combining ETFs with stock options. You will learn about a user-friendly and time-efficient approach to covered call writing. His package offers the number of underlying securities considered is reduced from 8000 to 11, the number of available exit strategies is reduced from 14 to 4. Also included are 2 new spreadsheets that have been developed to facilitate portfolio construction and results with comparisons to the S&P 500. His packages are an appealing approach to option trading for those with busy schedules to still be in a position to generate cash flow and beat the market on a consistent basis.


Our buy-and-hold portfolios in non-sheltered accounts are generating 8-10% per year. Can we increase these yields by selling stock options while, at the same time, dramatically decreasing the probability of our shares being sold to avoid potential tax implications? The answer is a resounding yes. Portfolio Overwriting is a strategy that can benefit millions of investors seeking to enhance portfolio returns using a low-risk covered call writing-like strategy.

Our buy-and-hold portfolios in non-sheltered accounts are generating 8-10% per year. Can we increase these yields by selling stock options while, at the same time, dramatically decreasing the probability of our shares being sold to avoid potential tax implications? The answer is a resounding yes. Portfolio Overwriting is a strategy that can benefit millions of investors seeking to enhance portfolio returns using a low-risk covered call writing-like strategy.
In this session, Alan will use a real-life example with a $100k ETF Select Sector SPDR portfolio. Covered call writing is a low-risk option-selling strategy that generates weekly or monthly cash flow. This presentation will demonstrate how to implement this strategy using a database of only 11 exchange-traded funds for a one-month option contract cycle. These are real-life trades taken directly from one of Dr. Ellman's portfolios with screenshots verifying each trade. A final monthly contract result compared to the performance of the S&P 500 will be calculated.

Topics included in this webinar:

  • What are the Select Sector SPDRs?
  • How to establish a covered call writing portfolio
  • What is the role of diversification?
  • What is the role of cash allocation?
  • Calculating initial returns
  • Analyzing each trade in the monthly contract
  • Final results and next steps
  • BCI Package: Our Best and most Comprehensive Investment package





Alan's Books

Alan Ellman

Selling Cash-Secured Puts: Investing to Generate Monthly Cash Flow

Using stocks and stock options to develop a low-risk, wealth-building strategy for retail investors. Selling puts is a strategy similar to, but not precisely the same as, covered call writing. Mastering either strategy is a huge opportunity for retail investors to secure our financial futures. Mastering both will allow us focus in on the best investment choices depending on market conditions and personal risk tolerance
Alan Ellman

Complete Encyclopedia for Covered Call Writing "Classic Edition"

Alan Ellman’s Encyclopedia for Covered Call Writing covers option trading basics, stock fundamental and technical analysis, exit strategies, investment basics, option calculations and much more.
Alan Ellman

Stock Investing For Students - A Plan to Get Rich Slowly and Retire Young

Self-investing starting at a young age can ensure a successful financial future and an early and comfortable retirement.
Live Now

The Power of Passive Income

June 6 - 7, 2023