Latest articles on linked in

• 6/2/25 : Myths about investment returns Investing is a critical pathway to building wealth and achieving financial security. However, it is also an area rife with myths and misconceptions, many of which can lead to unrealistic expectations, poor decisions, and financial loss. In this document, we aim to dispel some of the most pervasive myths surrounding investment returns and provide a clearer understanding of how investments work.
• 5/27/25 :Combining stock and option metrics to Identify Stocks to invest in Investors have long relied on the price-to-earnings (P/E) ratio as a fundamental metric to evaluate the relative value of a stock. In parallel, options trading provides additional insights through implied volatility (IV), which reflects the market's expectations for a stock's future price fluctuations. By combining these two metrics, investors can develop a more nuanced strategy for selecting stocks that offer both value and potential for growth or movement. Here's how these tools can be integrated effectively.
• 4/8/25 : Option buyers are still very optimistic on stock market Example of emerging funds that uses options to enable more consistent, returns from stock investment in the form of high dividend income
• 3/21/25 : Consistent returns from stocks : Example of emerging funds that uses options to enable more consistent, returns from stock investment in the form of high dividend income
• 2/9/25 : Achieving better returns with stocks and options : data analysis using back testing share some early results from my new investment strategy model. With this model we can get machine learning to tune the strategy further.
• 11/19/24 : Selecting stocks with stock screeners can be quick and easy In this short article, I will explain how I can use stock screeners to quickly find good stocks to invest in, typically within an hr. even for someone new to stock investing. I will use Charles Schwab stock screener and compare/contrast with Myfinvar app

A. Articles on Myfinpro App

• 6/1/23 : Myfinpro trial version introduction : The article describes myfinpro app when initially introduced
• 8/19/23 : Single investment projection, with savings and distributions Explains the interactive calculator for investments with savings and distribution
• 8/11/23 : Long term care insurance, should one buy ? : Case study : Shows using myfinpro calculator if long term care insurance is worth buying ?
• 8/27/23 : Invest in second home vs stocks, tradeoffs : Case-study : Shows using myfinpro asset calculator whether investing in second home is worth vs investing in stocks
• 6/9/23 : Residential real estate, personal examples : Case study : Shows how real estate has appreciated in specific cases and the total return

B. Articles on Myfinvar App

• Myfinvar app introduction The article describes myfinvar app when initially introduced
• 7/8/23 : Myfinvar stock filter Describes how the stock filter can be used to quickly find stocks that meet performance criteria
• 9/9/23 : Myfinvar stock results and charts explained Describes the output of myfinvar app for stocks and why those chart formats chosen
• 7/2/23 : Myfinvar option analysis outputs, premiums and activity charts Describes the output of myfinvar app for options and the charts
• 11/6/23 : : Rationale behind myfinvar stock, charts and results Explains the rationale behind the charts and results produced by Myfinvar app
• 12/29/23 : Myfinvar option charts to study covered calls Explains two option charts by Myfinvar app - premiums and activity

C. Articles on Investing in stocks and options

• 8/31/23 : My investment strategy Introduces my stock investment strategy
• 12/12/23 : How well did my favorite stocks perform in 2023 ? Summarizes the performance of my selected stocks in 2023 vs SPY
• 12/16/22 : Global stocks - how did they perform ? Take a look at few global stock ETF performance, is diversifying into global funds worth the return ?
• 12/2/23 : Are we over diversified in our investments ? Questions whether state of art investment strategy is recommending too much diversification
• 8/4/23 : High, consistent returns : Explains how my stocks+options combined strategy can give high, consistent returns
• 11/3/23 : 'Star' stocks introduction Explains how investing in few star stocks can outperform diversified ETFs
• 6/23/23 : Options, covered calls, introduction An introduction to covered calls, used to mitigate risks on stocks invested
• 6/15/23 : Options, On-line resources and links : Provides links to publicly available articles on trading in options and strategies
• 7/27/23 : Option premiums explained Article explains basics of call option pricing, referred to as option premiums
• 7/1/23 : Option Greeks explained : Explains fundamental attributes of a covered call, referred to as greeks - theta, delta, implicit volatility
• 12/1/23 : Selling covered calls to manage investment risks in specific stocks Introduces idea of using options to manage investment risks instead of diversifying