Russ discusses this adjustment / ptotection strategy with markets at all-time highs. He discusses when and why one may want to adjust and protect their covered call trades.

If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already into a trade, is there anything you can do if you wish to protect your covered call trade?

The answer is yes and Russ discusses what the adjustment mechanics are and gives an example.

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Russ discusses how to use a combination of options strategies to simulate the risk & return graph of a stock.

He also discusses the wrinkle he adds to the core strategy to cut off the downside below a certain percentage.

He also gives an example.

You can use this strategy to simulate multiple stocks as well in a portfolio.

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Episode #91: Reg-T Margin vs. Portfolio Margin

Russ discusses the types of accounts margin is used for, the pros and cons of each and the differences between Regulation-T margin and Portfolio Margin. The origins of Portfolio Margin are covered and the types of strategies to use this type of leverage on. Remember margin, of all types, is a loan from the broker-dealer to you based on your assets. This means margin loans can magnify your winners or magnify your losses. Be careful... but with careful use of margin you can speed up the growth of your account.

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