Other Portfolios

Freedom Fund:  Stock portfolio for my wife and I.  Goals for this portfolio are aggressive growth with some dividend income to help us save for retirement.

Option Income Portfolio:  Mix of equity options contracts and stocks with a focus on naked put / covered call strategies.  Goals include current income and accumulation of stocks through put writing for my various portfolios.

Swing Trading Portfolio:  Short-term stock trading portfolio focused on 1-8 week swings in stocks.  Goal is current income.

Day Trading: Buying and selling of stocks within the same day using margin from other portfolios.  Goal is current income.  This strategy has been combined with swing trading – same method, different time frame.

P2P Lending Portfolio:  Peer-to-peer loan portfolio currently held at Lending Club.  Goal is current income.  Discontinued 1/7/2017.