Brampton, Ontario, Canada
Email: [email protected]
• Actively manage a personal equity portfolio, combining bottom-up fundamental research with an options overlay to generate income and manage risk-adjusted returns. • Sell covered calls and cash-secured puts to collect premium on existing holdings and establish positions at target entry prices, actively closing positions based on premium captured relative to time decay and price movement. • Construct and rebalance asset allocation across positions, sizing holdings to balance conviction with downside risk while monitoring macroeconomic and market developments. • Apply fundamental research to identify smaller companies with structural advantages, such as securing major contracts or holding dominant market positioning, alongside core large-cap holdings including Amazon, Microsoft, and Nvidia.
Online private tutoring.