TheFinancialWhiz.Com - Investment Strategies Blog Details

A blog devoted to investment strategies that should meet or beat the market with less risk. The blog uses investments such as FOREX, Stock Options, ETFs, and stocks to realize these goals.

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Chinese Yuan Carry Trade Currency Basket – Nine Months Later and 43% Greater
2008-01-08 03:29:08
Back on March 20, 2007, TheFinancialWhiz.Com started an experiment of combining a basket of nine currencies versus the Chinese Yuan (see post). The goal of the basket was to generate positive interest payments from the long currency holdings, with a secondary goal of generating capital appreciation. The portfolio, as of Saturday, January 5, 2008, has [...] ...
Chinese Yuan Currency Trade

Hedging Stock Investments Using Low-Risk Options Strategies - Stock Option Collar
2008-01-08 01:45:56
Please note that this example is for educational purposes and uses a historical trade from April 2007 Another strategy utilized by investors is the Stock Collar. This strategy involves owning or purchasing 100 shares of a particular stock, buying a put option and selling a call option. An investor sells a call option to finance the [...] ...
Option Stock Strategies

Hedging Stock Investments Using Low-Risk Options Strategies - Protective Put
2008-01-08 01:41:38
Please note that this example is for educational purposes and uses a historical trade from March 2007 A lesser-known strategy is the Protective Put strategy, which involves purchasing or holding a stock and buying a put option to protect against the downside. The strategy is the opposite of the Covered Call Strategy because the investor is [...] ...
Stock Strategies

Hedging Stock Investments Using Low-Risk Options Strategies - Cash-Secured Put Selling
2008-01-08 01:31:49
Please note that this example is for educational purposes and uses a historical trade from March 2007 Another way to play the income aspect of the Covered Call is through a strategy known as Cash-Secured Put Selling, which involves selling a put option, keeping the premium, and—if the option is exercised by the buyer—purchasing the 100 [...] ...
Cash Stock Strategies

Hedging Stock Investments Using Low-Risk Options Strategies - Covered Call
2008-01-03 03:10:32
Please note that this example is for educational purposes and uses a historical trade from March 2007 The most popular options strategy among all investors today is Covered Call Writing. The basic idea of this strategy is to hold a stock with a near-term outlook that shows the stock will remain stagnant at its current [...] ...
Covered Stock Strategies

Hedging Stock Investments Using Low-Risk Options Strategies - Introduction
2008-01-03 03:03:17
One of the most exciting financial instruments available comes in the form of derivatives. The versatility of derivatives, allows for many different investment goals to be reached. Derivatives are growing in popularity and are quickly emerging as an essential financial investment tool. One of those derivatives is Futures, which are a financial contract obligating the [...] ...
Introduction Stock Strategies

Volatile Turkish Lira Position? Hedge it with the Hungarian Forint
2007-12-31 23:26:35
Almost daily, I receive emails asking how a trader can profit from the Turkish Lira, many of whom are drawn to the high interest rate feature of the currency. It is easy to forget about the huge volatile moves that has plagued the currency since its re-release. To look for a safe hedge [...] ...
Hedge

Mission Accomplished: TheFinancialWhiz Starts a Financial Career
2007-12-17 04:53:18
In my post “Follow The Financial Whiz: The Countdown Begins Going from College to Career,” I set a goal to obtain a job offer by my graduation date of December 16, 2007. I am proud to say that I have achieved that goal. I was offered positions with two very respectable firms, and both opportunities [...] ...
Career Financial Mission Mission Accomplished

Chinese Yuan Carry Trade Basket - December 4, 2007
2007-12-04 06:19:39
This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since [...] ...
Chinese Yuan Trade

Chinese Yuan Carry Trade Basket Update - July 20, 2007
2007-12-04 06:03:56
This is an update on the performance of the Chinese Yuan Carry Trade Basket. The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged them differently. Since [...] ...
Chinese Yuan Trade

Update on The Financial Whiz
2007-10-01 05:54:35
The Financial Whiz would like to apologize for the lack of updates. Recently, I have been asked to contribute to Value View newsletter’s Young Investor column and to work as an analyst for their Dynamic Insurgents portfolio (which is a portfolio of companies that are potential Blue Chips, but are relatively unproven and operate in fast-paced [...] ...
Financial

Playing the Rate Cut Conundrum
2007-09-18 02:31:55
With all the fear that exists in the markets today, it seems all the world is waiting on what Mr. Bernanke decides to do with the Fed Fund Rates on Tuesday. Here are the possible outcomes: 1) No rate cut 2) 25 bps rate cut 3) 50 bps rate cut After running each scenario through my mind a few times, [...] ...

Hedge Volatile Energy Stocks in Your Portfolio Against Commodity Movements
2007-09-04 06:00:10
For any investor who holds oil and natural gas stocks in their portfolio, the movement of those stocks is typically tied to the underlying commodity, not to the broader markets. Investing in energy stocks does not come without sharp volatility that may keep small investors on their toes and awake at night, but with [...] ...
Energy Energy Stocks Hedge Movements Portfolio Stocks

Follow TheFinancialWhiz: Navigating My Network
2007-09-04 05:50:25
The first week of my final semester is complete, and the job search is now in full swing. For those of you following me in my journey to the job market, updates have definitely been lacking; however, that doesn’t mean I haven’t been busy. Over the past few weeks, I have focused on talking with [...] ...
Network

The Death of the Yen Carry Trade? Think Again!
2007-08-17 04:58:43
“When there is blood in the streets, it’s time to buy.” Obviously, this saying could not be any truer than the situation that investors all over the world are experiencing at the time of writing this post. Fear and risk grip the global marketplace in a way that hasn’t been seen [...] ...
Death Trade

What Stock Should I Buy? Four New Winners for Your Portfolio
2007-08-08 07:45:35
Just when you thought the list of society’s outcast stocks couldn’t get any longer, I’ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time [...] ...
Portfolio Stock

Calling All Investors: Fire Sale Prices on Your Favorite Quality Stocks
2007-08-06 04:16:56
My biggest pet peeve is the parrots on CNBC reciting news that the market has already digested. It seems as though they exist for instilling fear in investors to get ratings, and with any market shock, they sure definitely get an increase of viewers to scare. When Joe Investor goes home to check [...] ...
Fire Investors Stocks

Getting Where You Want to Go: Advice from People Up the Ladder
2007-08-05 03:46:20
These past two weeks have been hectic, but the job hunt is well underway. As of 5 p.m. Friday, my internship with Bank of New York Mellon has come to completion. For those of you who are entering into your junior and senior years of college, keep in mind that an internship provides [...] ...
Advice

Follow TheFinancialWhiz: The Countdown Begins Going from College to Career
2007-07-24 00:32:14
I decided that I would document my search for employment as I prepare for my graduation from the Indiana University of Pennsylvania with a Bachelor of Science in Business with a major in finance and a minor in economics. I have a few goals in creating this series. The first goal is to gain more recognition [...] ...
Career College

Carnival of Investment Strategies - July 20, 2007
2007-07-21 00:11:19
Welcome to the July 20, 2007 edition of Carnival of Investment Strategies. ETFs goldguru presents How to Invest in Alternative Energy posted at goldguru, saying, “Diversify your alternative energy investments with a clean energy ETF…” Sam presents ETF Exchange Traded Funds Are a Great Investment Strategy. Buy and Sell easily. posted at Surfer Sam and Friends, saying, “ETFs [...] ...
Carnival Investment Strategies

4th Tip on Becoming a Financial Whiz: How to Perform Fundamental Analysis on Stock Investments
2007-07-18 04:08:45
As I mentioned in my previous post entitled, “3rd Tip on Becoming a Financial Whiz: How to Value a Stock - Comparable Ratio Valuation”, once you have found an attractively priced stock, you must then analyze the company on a more detailed basis. This ensures that the stock you identified is indeed undervalued and [...] ...
Analysis Financial Fundamental Stock

Arbitrage Opportunity: Combining the UltraShort Real Estate ETF with Closed-End REIT Funds
2007-07-11 15:18:02
Most investors are familiar with the fact that most Closed-end Funds (CEFs) trade at a discount to Net Asset Value (NAV) and carry an above average dividend, but are unsure of how to profit from these variables. There is also a relatively new investment product known as Leveraged Exchange Traded Funds (ETFs), which seek to double [...] ...
Arbitrage Estate Funds Real Estate

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