Episode #77: Is Direct Indexing for Me?
Listen now
Description
A listener asked – is Direct Indexing a good idea?  This is a topic that many people have been getting pitched by many Wall Street Firms.  Is this a good strategy? In this episode, Russ covers: What is direct Indexing; the Pros and Cons of Direct Indexing, where Direct Indexing fits in the portfolio. Plus he shares his views on the regional banking crisis over the weekend. Don’t forget to subscribe to the show!
More Episodes
Russ discusses this adjustment / ptotection strategy with markets at all-time highs.   He discusses when and why one may want to adjust and protect their covered call trades.  If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already...
Published 06/13/24
Russ discusses how to use a combination of options strategies to simulate the risk & return graph of a stock.  He also discusses the wrinkle he adds to the core strategy to cut off the downside below a certain percentage.  He also gives an example.  You can use this strategy to simulate...
Published 05/21/24