Here’s how our Trade is doing…

In this episode of Coffee with Carl, attorney Carl Zoellner covers the second part about investing through infinity investing. 

Back again like I never left… 

For part 2 this time. 

So, last episode we looked at AT&T stock and we put out 100 shares at $26.50. Here’s the update showing where we ended up for the week. 

On Friday it was right around $25 (and it’s about the same price since). This means I now own 100 shares of AT&T stock at $26.50 a share. 

Admittedly, I’m a little upside down on this one, about $0.30 per share, which isn’t a huge deal. Looking back, it was only about a week or so ago when it was trading at about $26.50. 

I’m okay with that, and ultimately long term, I think AT&T is going to trade up beyond $26.50, which is why I’m not overly concerned. 

In this one though, I’m not going to write my calls just yet. I think there’ll be a good time at some point during this week to dip back in here and do the calls on it. 

I want the price to go up just a little bit so I can collect a little bit higher premium on the week. Usually if I don’t see anything by Tuesday or Wednesday, I’ll still do the call and just take a really conservative one, just to collect a little bit of profit and then go on my way. 

But that’s it for this one, just a quick update on my investing journey. 

When I’m trying to write calls I want to do it with the best premium– so I’m going to try to wait till a little bit later in the week or maybe even today. 

We’ll have to see how the market opens and then we’ll make that call. 

And yes, I will include that video in the next series. 

Also, I encourage you, if you have not yet, please like and subscribe. 

Let myself and anyone else who’s making free content from our Anderson Team know if this is useful so we can make more. 

Whether your trades were good or bad, sometimes hitting things is a great way to get rid of excess energy. So please, hit the like and subscribe button and we’ll see you next episode. 

Thanks everybody.

The Takeaway 

Keep taking advantage of our FREE educational opportunities and the free content we put out on the web. So that’s Toby’s Tax Tuesday, our tax and AP events for our clients who’ve already gone through our Tax and Asset Protection event.  

Our Structure Implementation Series is fantastic. That answers a lot of the questions you have in the beginning. So there are a lot of different educational opportunities out there. One of my favorites as well is our Infinity Investing Workshop. 

Resources mentioned in this video:

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