Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    From $11.99/month after trial. Cancel anytime.

    Secrets Every Seasoned Investor Needs to Know
    Secrets Every Seasoned Investor Needs to Know
    Secrets Every Seasoned Investor Needs to Know
    Ebook96 pages1 hour

    Secrets Every Seasoned Investor Needs to Know

    By K.C. Staar

    ()

    Read preview

    About this ebook

    An Unconventional and Comprehensive Guide to everything Investing:

    This book is the third book in a series of books designed to help those that are looking to either take charge of there finances.
    If you are not interested in day trading this book will help all those that are looking to further understand the world of Stocks, bonds and everything in between.

    LanguageEnglish
    PublisherK.C. Staar
    Release dateAug 10, 2011
    ISBN9780987686602
    Secrets Every Seasoned Investor Needs to Know
    Author

    K.C. Staar

    35 year old Married Father of Three Disillusioned with stock broker and so called retirement experts.

    Read more from K.C. Staar

    Related to Secrets Every Seasoned Investor Needs to Know

    Related ebooks

    Investments & Securities For You

    View More
    View More

    Related podcast episodes

    Related articles

    • UNLIMITED

      How Fixed Deferred Annuities Can Complete Your Retirement Income Strategy

      Aug 31, 2021

      Most fixed annuities are designed to provide safety and secure your assets and income for retirement. When financial markets are tanking, whether in the short or long term, these annuities provide guaranteed stability along with tax advantages. Annui

      5 min read

    • UNLIMITED

      How Should YOU Measure Your Investment Performance?

      Aug 22, 2018

      I've spent over 25 years in the financial advisory profession but recently had a startling realization about investment performance. During a friendly debate with a friend who manages a small-cap mutual fund, I realized even seasoned investment profe

      2 min read

    • UNLIMITED

      4 Closed-End Funds with Sky-High Yields

      Feb 1, 2018

      With robust yields and share prices trading at a discount to the value of their investment portfolios, these four closed-end funds are worth exploring now. For more about how closed-end funds work (and can add juicy payouts to your portfolio), check

      2 min read

    • UNLIMITED

      How to Open a Stock Market Account

      Mar 25, 2022

      A low-cost brokerage account will allow you to buy individual stocks, mutual funds, exchange-traded funds and other investments outside of your employer’s retirement account. You can open an account, deposit money and execute trades online with a com

      4 min read

    • UNLIMITED

      A Conversation with a Short Seller

      Aug 18, 2020

      A short seller leads a lonely life, it seems. Short sellers profit from stocks that decline in value. So, when they win, it means that most of their friends and family are likely losing. And when they lose? Well … they don't generally get a lot of sy

      4 min read

    • UNLIMITED

      How to Handle a Bear Market

      May 7, 2020

      There's a reason bear markets are often referred to as panics. This one may turn out to be short, but no one can say it hasn't been severe, with investors not only worried about financial security, but about their very lives. The worst thing you can

      2 min read

    • UNLIMITED

      How Do We Protect the Next Generation from Blowing Our Money?

      Aug 20, 2020

      Can you even imagine a billion dollars? If you earn $45,000 a year, it would take you 22,000 years to amass such a fortune. Well, now imagine $1 trillion. That’s 1,000 billion. One trillion divided evenly among the U.S. population would mean that eve

      3 min read

    • UNLIMITED

      When Ignorance Is Bliss For Income Investors

      May 26, 2022

      Many investors don’t care about the share price. Let me say that again. In Australia, there is a very large chunk of retiree investors who simply don’t care about the capital value of their shares because they are entirely focused on living off the i

      3 min read

    • UNLIMITED

      Tax-Free Investment Strategies

      Sep 23, 2019

      "There's one for you, 19 for me, cuz I'm the tax man" was from the first tax protest song as performed by the Beatles. You see, Britain imposed the 95% tax bracket on the Fab Four, leaving them with 1 pound for every 19 pounds paid in taxes. In the

      4 min read

    • UNLIMITED

      Commission-Free Trades: A Bad Deal for Investors

      Oct 11, 2019

      Commissions on stocks and exchange-traded funds (ETFs) now come to a big fat zero if you use one of the four biggest online brokerages. On Oct. 1, Charles Schwab (SCHW) announced commission-free trading on stocks, ETFs and options trades. Online-brok

      3 min read

    • UNLIMITED

      Best Trading Platforms In 2023

      Jan 9, 2023

      Best Trading Platforms In 2023
      9 min read

    • UNLIMITED

      Why Inverted Yield Curve Panic Is Overdone

      Mar 30, 2022

      In case you haven't heard by now, the "2-and-10" yield curve momentarily inverted this week. Some market participants and financial media have responded with alarm, and given this signal's singular track record of predicting U.S. recessions, that's n

      4 min read

    • UNLIMITED

      A Better Way To Tell A Correction From A Bear Market?

      Nov 30, 2018

      The standard definition of a correction is a 10% market decline, while a bear market is a 20% decline. These are simple definitions ... I take a different view. At Cornerstone, we view a correction as a significant decline within an up trend. Th

      3 min read

    • UNLIMITED

      10 Funds That Can Beat the Market for Another Decade

      Mar 8, 2018

      It's difficult to find funds that can consistently beat the market over time. The Standard & Poor's 500-stock index is barely scraping above breakeven in 2018, sure, but it averages 8% gains annually. The bar has been set even higher of late, with th

      8 min read

    • UNLIMITED

      Chart Your Way To Success

      Aug 25, 2022

      Chart Your Way To Success
      8 min read

    • UNLIMITED

      The 11 Best ETFs to Buy for Portfolio Protection

      Aug 5, 2019

      The stock market took a gut punch recently as a number of on-again, off-again headwinds started to blow at the same time. Investors quickly turned tail, seeking out more protective positions. Unsurprisingly, this trend led to an influx of inflows int

      12 min read

    • UNLIMITED

      3 Funds To Watch

      Nov 30, 2022

      The managed fund aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. It pays income monthly at a rate expected to be significantly higher than cash and senior bonds,

      1 min read

    • UNLIMITED

      25 Dividend Stocks the Analysts Love the Most

      Oct 14, 2020

      When it comes to Wall Street's favorite dividend stocks, the pros are all about energy companies and utilities these days. Whether it's an increase in residential energy needs or a nascent recovery in commodity prices, analysts' most highly rated div

      1 min read

    • UNLIMITED

      When ETFs Are Far Too ‘Clever’

      Oct 28, 2020

      As passive investments that represent an underlying index, exchange traded funds (ETFs) are great. Access to the passive replication of something that would be very hard for individual investors to do alone is a real service. Where they go wrong is w

      3 min read

    • UNLIMITED

      An Illusion Of Liquidity

      Oct 7, 2022

      There are certain investment lessons that are obvious, but never seem to be learned. “Don’t expect instant liquidity from illiquid assets” is pretty high up that list. Yet several property funds are again restricting redemptions – just as they did in

      2 min read

    • UNLIMITED

      Trading Up And Down

      May 26, 2022

      Trading Up And Down
      3 min read

    • UNLIMITED

      The Practical Investor Packs It In

      Mar 7, 2019

      When I first saw the Disney movie The Little Mermaid, I was captured by a line uttered by the villainous sea witch, who taunted the heroine to give up her prized possession (her voice) in exchange for the legs she yearned for. "Life's full of tough c

      2 min read

    • UNLIMITED

      Hedge Funds' 21 Top Blue-Chip Stocks to Buy Now

      Aug 29, 2022

      Hedge funds as a group have a poor long-term track record, but there's still something irresistible about knowing what the putative smart money has been up to.  Besides, you've got to give them credit where credit is due. Hedge funds as a group might

      1 min read

    Related categories

    Reviews for Secrets Every Seasoned Investor Needs to Know

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      Secrets Every Seasoned Investor Needs to Know - K.C. Staar

      Advanced Investing

      by

      K.C. Staar

      SMASHWORDS EDITION

      * * * * *

      PUBLISHED BY:

      Staar DD Services Ltd.

      Fundamentals of Investing

      Copyright © 2010 by K.C. Staar

      Smashwords Edition License Notes

      This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each person you share it with. If you're reading this book and did not purchase it, or it was not purchased for your use only, then you should return to Smashwords.com and purchase your own copy. Thank you for respecting the author's work.

      Table of Contents

      Disclaimers

      1 Options on Stock Futures

      2 Margin Trading

      2.1 Overview

      2.2 Margin Calls

      2.3 Pros and Cons

      3 Advanced Fundamental Analysis

      3.1 Absolute Valuation Models

      3.2 Relative Valuation Models

      4 Synthetic Options

      5 Advanced Option Strategies

      5.1 Advanced Greek Concepts

      5.2 Option Spreads

      5.3 Option Strategies – In- and Out-of-the-Money

      5.4 Option Strategies – Bullish

      5.5 Option Strategies – Bearish

      5.6 Option Strategies – Neutral

      5.7 Option Strategies – Volatility

      5.8 Options Trading Tax Issues

      Disclaimers

      The authors and publishers of the material contained herein have used their best efforts in its preparation. They make no representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the contents of this material. The information contained herein is strictly for educational purposes. Therefore, whether and how you apply it is fully your responsibility.

      There is no guarantee that you will earn any money using any of the techniques or ideas presented herein. Examples in this material should not be construed as a promise or guarantee of earnings, or as a recommendation to buy any specific security or investment product. Investing success is dependent upon a wide range of factors, including without limitation the time you devote to the activity, your finances, and your level of knowledge and skill. We cannot guarantee your success or take responsibility for your actions.

      The material herein may contain information that includes or is based upon forward-looking statements as defined by the Securities Litigation Reform Act of 1995. Forward-looking statements give expectations or forecasts of future events, and can be identified by the use of such words as anticipate, expect, project, intend, plan, believe, and other words of similar meaning or connotation in connection with a description of potential financial performance.

      The authors and publishers disclaim any warranties (express or implied), merchantability, or fitness for any particular purpose, unless such disclaimers are prohibited by state law. THE AUTHOR AND THE PUBLISHER SHALL IN NO EVENT BE HELD LIABLE TO ANY PARTY FOR ANY DIRECT, INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR OTHER CONSEQUENTIAL DAMAGES ARISING DIRECTLY OR INDIRECTLY FROM ANY USE OF THIS MATERIAL, WHICH IS PROVIDED AS IS AND WITHOUT WARRANTIES.

      As always, the advice of a competent legal, tax, accounting, or other professionals should be sought.

      INVESTMENT DISCLAIMER

      No statement in this material should be construed as a recommendation to buy or sell a security or to provide investment advice. All investors should consult a qualified professional before trading in any security. Stock trading, option trading, and other investment techniques involve risk and are not suitable for all investors. Past performance does not guarantee future results. The authors and publishers make no representation that the information and opinions expressed are accurate, complete, or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. This material does not contain a complete discussion of the benefits and risks of different investment methods. All investments are subject to risk, including possible loss of principal.

      TAX DISCLAIMER

      The material herein is being provided to you as educational material with the express understanding that we are not engaged in rendering legal, accounting, or other professional service(s). The scope of our service is solely educational. If legal advice or other expert assistance is required, the services of a professional should be sought. Nothing herein is any substitute for the services, advice, or counsel of a properly licensed CPA or attorney in the relevant state!

      IRS CIRCULAR 230 NOTICE: To the extent that the information herein concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

      1 Options on Stock Futures

      By now you should be reasonably well-versed in the nature of options, although we have focused almost exclusively on stock options. An understanding of futures options requires investors new to a given market (be it precious metals, bonds, corn, oil, wheat, or the S&Ps) to become comfortable with not just the specifications of the option but also the nature of the futures contract that underlies the option.

      In order to have a concrete example of the mechanics of options on futures, we will consider the fundamental traits of S&P 500 options on futures (S&Ps), which are among the most popular types. Although these futures options are cash-based (that is, they settle in

      Enjoying the preview?
      Page 1 of 1