Strategic credit spreads provide stability and income.
Eleanor relied heavily on her late husband's investments, but now needed to manage her own finances. She worried about outliving her savings and wanted to generate higher income than traditional fixed-income investments offered, without exposing her capital to undue risk.
We utilized the Credit Spread Calculator to identify suitable corporate bonds and options strategies. By selling out-of-the-money put options on carefully selected, investment-grade companies, we generated an additional 3.5% annual yield on her $450,000 portfolio, totaling $15,750 in extra income per year while providing a buffer against moderate market downturns. The Put Option Calculator assisted in determining appropriate strike prices.
The Credit Spread Calculator identified optimal strike prices and expiration dates based on Eleanor's risk tolerance and investment goals. Put Option Calculator assisted in determining appropriate strike prices relative to the underlying assets. Tax Equivalent Yield Calculator ensured strategies were tax efficient.
$15,750 in increased annual income, providing financial peace of mind and increased investment options for Eleanor Blackwell.
Selling your business is a marathon, not a sprint. Ensure your final marketing push maximizes buyer interest without breaking the bank by strategically using GRP. This calculator helps you optimize your advertising spend during this critical period.
Discover how a seasoned tech executive leveraged his knowledge and a passion project into a lucrative YouTube channel, significantly boosting his retirement fund. This case study reveals how he used data-driven insights to maximize his YouTube earnings.
Discover how strategic time management and a thriving freelance side hustle powered by the Billable Hours Calculator allowed the Millers to significantly boost their college savings fund and secure their children's future. This tool helped them transform evenings and weekends into a valuable income stream.
Learn how to maximize your inherited IRA's growth and income with our Holding Period Return Calculator. Discover strategies to evaluate investment performance and make informed decisions for long-term financial security.
