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Equity PROTECTED EQUITY Fixed Income Option Income Real Estate
Protected Equity™
How do I
protect stock investments from loss?
Your success is in our research™
Appropriate for: Retirement, individual and corporate investments.
Investment style: Stock, Protective Put and Covered Call option strategy.
Objective: Protected equity appreciation and income with limited risk of loss.
Description:
A limited-risk portfolio of option
protected stocks.
Buy stock, buy Protective (Married) Put option,
and under correct pricing circumstances, sell a Covered Call option.
Risk/Reward:
Risk is limited by a Put option.
Reward is unlimited with stock, but would be limited by Covered Call option.
Example:
Among various examples, one example is: Buy a stock at $33 and buy a protective Put option
at either a $30 or $35 strike price. When the stock price rises above the Put Option
strike price by an amount greater than you paid for the Put Option, plus trade costs, you
are profitable. When a pre-specified profit is reached, a covered Call option
or the stock may be sold. Should the stock price drop and remain below the Put option
strike price, you have the right to exercise the Put option
by selling the stock at the strike price anytime up to the expiration date of the option.
When the Put Option is exercised any potential loss would be limited to the difference
between the Put Option strike price less the purchase price of the stock
Comment: The Protected Equity™ program is designed to limit risk in equity investments. This investment objective is appropriate for conservative investors in most equity markets, especially markets where you want to invest for the upside, but do not want significant downside risk. This investment style limits risk, it does not eliminate it. It is important to have good research. Our firm follows hundreds of option stocks and, only after careful evaluation do we select stocks and equity options considered for investment. Your success is in our research.
Protected Equity™ is an
excellent choice for conservative equity investors. If a limited-risk stock
appreciation strategy is right for you, then contact us for more information!
Contact us for a FREE Initial Portfolio
Evaluation & Consultation and receive copies of the Executive Advisors™, and the Options Clearing Corporation
disclosure documents.
We are committed to your success!
(503) 581-7111 / (800) 473-3171
Equity PROTECTED EQUITY Fixed Income Option Income Real Estate
Home About Us Wealth Manager™ Executive Counsel™ Contact Us
PERFORMANCE INFORMATION IS SUBJECT TO CHANGE. Equity and equity option accounts are subject to certain risks and are affected by fluctuating common stock and/or equity option prices and any implied performance is not a guarantee of possible future returns. For more information please refer to "Characteristics & Risks of Standardized Options" and the Executive Advisors LLC Oregon/SEC disclosure documents by calling (503) 581-7111 or emailing CEO@ExecutiveAdvisors.com.
INFORMATION DISCLOSURE NOTICE: This information is obtained from internal and external sources that are considered reliable, but the information's accuracy is not guaranteed by Executive Advisors LLC. Neither the information nor any opinion that may be expressed constitutes a solicitation by Executive Advisors LLC for the purchase or sale of any security referred to herein. This firm and/or its officers, managers or members and/or members of their families may have a position in the securities mentioned and/or options relating to these securities and may make purchase and/or sales of these securities and/or options relating to these securities from time to time on the open market or otherwise.
COPYRIGHT © 2002-2004 EXECUTIVE ADVISORS LLC, ALL RIGHTS RESERVED. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information, storage and retrieval system, without permission in writing from the owner. All trademarks and service marks are owned by Equity Capital LLC or Executive Advisors LLC and are used with permission.