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Vinod Nair

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RE: Writing puts

Posted By Vinod Nair 03-22-2025 06:46
Found In Egroup: Value Investing \ view thread
when you write puts, you are the house ------------------------------ MA|Investor-NV ------------------------------

RE: Writing puts

Posted By Vinod Nair 03-22-2025 06:45
Found In Egroup: Value Investing \ view thread
Thanks for sharing, Tom. So do you regularly hold shot positions for writing protected puts? ------------------------------ MA|Investor-NV ------------------------------

RE: Writing puts

Posted By Vinod Nair 03-22-2025 06:38
Found In Egroup: Value Investing \ view thread
Hi Rob With all the tariff and trade talks, I think the market sentiment will be negative for couple of years. In such a scenario, is there a way to protect on down slide and preserve capital. IF need arises, can one generate income when market is going down? There are some new ETFs like YMAX and YMAG. ...

Writing puts

Posted By Vinod Nair 03-15-2025 07:28
Found In Egroup: Value Investing \ view thread
I recently attended a seminar by the NY chapter by Markus of Rockwell trading about writing puts. Though informational and educational, it feels like a very risky strategy for an individual investor. When you sell puts you have huge downside potential and limited return. In markets like last ...

RE: Lesson 2: Why Start with Goals?

Posted By Vinod Nair 03-02-2025 14:46
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Thanks Rob. Stock Rover seems to be a good screener. Wealth of fundamental data with nine interface. I have been using finviz. They are similar yet different. Not a big believer in technical indicators but finviz charting looks better. Retirement looks like a lot work😉. That's why I postpone it ...

RE: Lesson 2: Why Start with Goals?

Posted By Vinod Nair 02-25-2025 16:54
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Hi Steven Good luck with your hobby. One question, what features in AAII do you find most useful? I am new here. To be frank, I do not find many useful features. Model portfolios are all useless, networking features are limited and cumbersome. I send some suggestions to AAII officers but still waiting ...

RE: sovereign wealth fund

Posted By Vinod Nair 02-16-2025 12:45
Found In Egroup: Technical Analysis \ view thread
Agree with you Barry. I will add this much. US has wealth, more than any other nation. it is all in the private sector. it has a beautiful wealth management system which attracts surplus from everywhere , promote innovation, reward innovators and makes investors wealthy. when the government gets ...

RE: Lesson 1: Prioritizing Your Goals

Posted By Vinod Nair 02-15-2025 18:48
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
My retirement goal is, not to retire at all. I want to work as long as I can. Do something interesting to me and useful for others and get rewarded. As for leaving a legacy, there are two things in my mind. One, to setup a library or a community hall or a tuition center in my home town in Kerala ...

RE: Are there better circuits to short?

Posted By Vinod Nair 02-14-2025 21:14
Found In Egroup: Technical Analysis \ view thread
hi sandy - i think, i am aware of the risks. i am not going to speculate on the TSLAs or AXONs to get tasered. my idea is to buy some protection. till recently interest rate did not matter, now it does. i will be looking for high debt, high value unprofitable companies. my idea is to be as transparent ...

Are there better circuits to short?

Posted By Vinod Nair 02-14-2025 16:25
Found In Egroup: Technical Analysis \ view thread
I want to try to short stocks which are overvalued. Whatever I identify is not available for shorting in my brokerage account. Is there a brokerage better for shorting? ------------------------------ wish i can post anonymously (sing it like, wish you were here by pink floyd) --------------------- ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-14-2025 13:41
Found In Egroup: Value Investing \ view thread
hi harry - good story, better story telling and genuine concern. i don't have a clear answer for someone orchestrating a pump and dump scheme. but anyone with such designs will be better off with reddit and similar social media sites with better reach. collective wisdom works in politics and it can work ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-13-2025 16:43
Found In Egroup: Value Investing \ view thread
Rob, Thanks for asking. Very similar approach for me too. I am not a trader, definitely not a day trader. I am more of a quarter trader, quarter of a trader in some sense but one who trades quarterly. I follow the quarterly reports of the stocks i hold. If nothing changes materially i will continue ...

Seeking value in AAII model portfolio

Posted By Vinod Nair 02-13-2025 13:50
Found In Egroup: Value Investing \ view thread
If employed properly a list of stock which is thoroughly vetted on its merits on value and technicals can serve a great many members a great deal. however my experience with the model portfolio is disappointing to say the least. let us take the case of the latest addition LSEA. it was added on ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-13-2025 13:35
Found In Egroup: Value Investing \ view thread
that is a lot of words which you could have made it into a book, which could win a booker prize or a man booker prize. all i am suggesting to share is, a date, a ticker, a metric, which identified the value, probably another measure, WHY NOW ? here is an example of the one I traded today, ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-13-2025 06:30
Found In Egroup: Value Investing \ view thread
Hi Rob Thanks for sharing. More than knowing what everyone holds now, it is more valuable to know what everyone is buying now and why? just like the thought process you shared. what happened in the past has been less value compared to what is happening now. more importantly why is it happening now. ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-12-2025 13:16
Found In Egroup: Technical Analysis \ view thread
there is already the necessary functionally to maintain watchlists. it should not be hard to expand it to trades. we will need to capture the decision points such as value, momentum or growth which goes into each of these trades. and we need to make the publishing anonymous, of course for those who choose ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-12-2025 13:12
Found In Egroup: Technical Analysis \ view thread
hi barry i fail to understand many of these words.😞 what is the 'anomaly'? why do you say it is 'negatively skewed'? what is 'normal weighting'? 'undervalued' because of wrong benchmark?🤔 how did it do compared to value benchmark? RLV gained more than 15% last year. so the age old question, is ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-12-2025 12:58
Found In Egroup: Technical Analysis \ view thread
thanks. very active community, hundreds of topics and thousands of posts. but not all investment related, i think. what i gather on a first look is, they are more into index investing and less focused on stock selection. are we not looking for the best horse to bet on? ...

RE: Sharing own portfolios

Posted By Vinod Nair 02-12-2025 12:23
Found In Egroup: Value Investing \ view thread
Hi Rob, You have a very valid point. But if the members have the ability to publish their portfolio anonymously it should address the privacy concerns. But they should have the courage to wear the badge of honor when their investments work out and badge of shame when it does not. ...

RE: sovereign wealth fund

Posted By Vinod Nair 02-12-2025 12:14
Found In Egroup: Technical Analysis \ view thread
It is coming Barry. It is not a suggestion or proposal but an executive order. Trump will not allow the market to go down. But in order to hold it up US will have to borrow more. Can it carry the weight and for how long? ------------------------------ 🙏 Thanks And good luck with your investments ...