Setting Up A US Income Portfolio With Call Options

This is my first article for CMS in four years. Since buying CMS and starting 5i Research, I have been pretty busy. We’ve hired a few smart people, though, and things are getting easier now. Since I get a lot of questions from customers about how I invest my money, I thought I would highlight a strategy that has been successful for me. Because of 5i’s no-conflict rules, I can only invest in non-Canadian securities, so I thought I would outline a strategy to earn US income using...