That is great to hear, and pretty funny on the "show." At the start of my career, I commuted from NJ into NYC and so I used to walk by that stuff on my commute.
Since our priority here is to make the institutional service available to the right audience, at the right price, and thus create a true community that can learn from me, but also adapt it as they see fit, we encourage any feedback from you and others as to how we can make it more accessible. For instance, since there is a bit of a learning curve involved and this is well beyond a common "retail" portfolio signal service, if enough people thought it would help them to have a ramp up phase, we could consider something like a payment schedule that ramps up over the first few months. Just one of many possible ideas.
Our overriding goal here is not maximum revenue, but to attract and service a group of active participants in learning from me, and being part of something that every day, I get more confident is an investment strategy built for the times we live in. All while the mainstream tries very hard to drop the masses into mediocre traditional approaches.
So, thanks for your interest. Email us at info@sungardeninvestment.com or just continue this chat here if you have more specific questions or feedback.
I believe the most significant offering you provide is your commentary. And how you present it. I doubt I would mirror your every investment trade (we are not the same) but what you are doing and how you are doing it is valuable. I'll highlight your thoughts on Treasury Bills as an example. Something basic, but a cash management tool (as I do not subscribe to the "cash is trash" narrative). You provide thought stimulating ideas backed by years of experience and observation. And you are pretty even keel, a lack of rah rah rah just how you see it currently and what you see going forward. Unique...fresh and appreciated.
Great to hear from you and great to hear you are looking at the Institutional service. Yes, it is the “whole package.” Everything we do and will add eventually will be part of the Institutional service. Let us know if you have any additional questions or need any more info about it.
that's good to know Rob because I am thinking about upsizing also, but first my house has to be sold and then potential relocation to Pensacola (the house next to my sister is up for sale). Your posts regarding the institutional service are like a peep show where you get to peep but, well, no show, sadly. And as I hope you know by my frequent comments, your process is extremely interesting, and I think will be beneficial. Probably not till August tho so I'll just have to be patient! Thanks again for all you do...Jim
I can't give individual investment advice, but I can give you my opinions on options, having worked with them for decades. I think many option "experts" overcomplicate it. The lingo, the strategies, the Greek letters to describe all of the math.
My approach to options is what I refer to as "meat and potatoes." I aim to be very straightforward, matter of fact and methodical about it. And as simple as possible, since options usually only take up maybe 1-3% of my portfolio at any time, or less.
To me, a call option is a substitute for owning a stock or ETF, and doing so by being able to put less capital up, knowing that capital I do put up is the maximum I can lose, and that if the underlying stock or ETF goes up a lot, I won't start to make too much until it passes the initial stages of that up move. Same with puts, just in reverse. I hope that makes sense.
My goal with the Sungarden Institutional service, when it comes to options, is to explain what I do and why, the role options play alongside other parts of the portfolio, and then leave it up to each subscriber to decide if and how to use that information. And, for them to ask questions so we can help them better understand the facts around options, again so they can decide for themselves what role they play for them.
We plan to have at least 1 live video education session on this, likely within the next couple of weeks.
Options can be used at any major brokerage, which Fidelity certainly is.
Hi, John. I recall responding to this, perhaps via email, but I don't see that response here so I'll summarize again. The service through SungardenInvestment.com is the "full package" including everything we offer, so yes, ETFYourself premium subscription is included in the $300 monthly subscription.
That is great to hear, and pretty funny on the "show." At the start of my career, I commuted from NJ into NYC and so I used to walk by that stuff on my commute.
Since our priority here is to make the institutional service available to the right audience, at the right price, and thus create a true community that can learn from me, but also adapt it as they see fit, we encourage any feedback from you and others as to how we can make it more accessible. For instance, since there is a bit of a learning curve involved and this is well beyond a common "retail" portfolio signal service, if enough people thought it would help them to have a ramp up phase, we could consider something like a payment schedule that ramps up over the first few months. Just one of many possible ideas.
Our overriding goal here is not maximum revenue, but to attract and service a group of active participants in learning from me, and being part of something that every day, I get more confident is an investment strategy built for the times we live in. All while the mainstream tries very hard to drop the masses into mediocre traditional approaches.
So, thanks for your interest. Email us at info@sungardeninvestment.com or just continue this chat here if you have more specific questions or feedback.
I believe the most significant offering you provide is your commentary. And how you present it. I doubt I would mirror your every investment trade (we are not the same) but what you are doing and how you are doing it is valuable. I'll highlight your thoughts on Treasury Bills as an example. Something basic, but a cash management tool (as I do not subscribe to the "cash is trash" narrative). You provide thought stimulating ideas backed by years of experience and observation. And you are pretty even keel, a lack of rah rah rah just how you see it currently and what you see going forward. Unique...fresh and appreciated.
Great to hear from you and great to hear you are looking at the Institutional service. Yes, it is the “whole package.” Everything we do and will add eventually will be part of the Institutional service. Let us know if you have any additional questions or need any more info about it.
Best regards,
Rob
that's good to know Rob because I am thinking about upsizing also, but first my house has to be sold and then potential relocation to Pensacola (the house next to my sister is up for sale). Your posts regarding the institutional service are like a peep show where you get to peep but, well, no show, sadly. And as I hope you know by my frequent comments, your process is extremely interesting, and I think will be beneficial. Probably not till August tho so I'll just have to be patient! Thanks again for all you do...Jim
Thanks for reply. I like the option element. But have never purchased . Is it difficult? My accounts r with fidelity
I can't give individual investment advice, but I can give you my opinions on options, having worked with them for decades. I think many option "experts" overcomplicate it. The lingo, the strategies, the Greek letters to describe all of the math.
My approach to options is what I refer to as "meat and potatoes." I aim to be very straightforward, matter of fact and methodical about it. And as simple as possible, since options usually only take up maybe 1-3% of my portfolio at any time, or less.
To me, a call option is a substitute for owning a stock or ETF, and doing so by being able to put less capital up, knowing that capital I do put up is the maximum I can lose, and that if the underlying stock or ETF goes up a lot, I won't start to make too much until it passes the initial stages of that up move. Same with puts, just in reverse. I hope that makes sense.
My goal with the Sungarden Institutional service, when it comes to options, is to explain what I do and why, the role options play alongside other parts of the portfolio, and then leave it up to each subscriber to decide if and how to use that information. And, for them to ask questions so we can help them better understand the facts around options, again so they can decide for themselves what role they play for them.
We plan to have at least 1 live video education session on this, likely within the next couple of weeks.
Options can be used at any major brokerage, which Fidelity certainly is.
Hi Rob
Thinking of subscribing. Does the cost include the eff yourself service as well?
Hi, John. I recall responding to this, perhaps via email, but I don't see that response here so I'll summarize again. The service through SungardenInvestment.com is the "full package" including everything we offer, so yes, ETFYourself premium subscription is included in the $300 monthly subscription.