The Lead Fund implements its strategies monthly and monitors the value, direction and trend of its options contracts portfolios daily. The fund analyzes its portfolios to determine whether same are performing according to expectations, or whether modifications are needed. If risk factors or market conditions indicate the need for adjustments, indeed, the Fund acts swiftly to make the appropriate change. For example, if the market moves in a direction contrary to the Fund’s original forecast, the Fund closes out any contract, develops a revised forecast and enters new positions consistent with the new forecast.

The Fund does not believe in the buy and hold strategy of Wall Street since this strategy is an outdated rule of investing that was created in times of high, fixed rate commissions and tax rates as high as 90%. At that time it was so costly to sell that holding through declines made sense. In the modern economic climate the Fund strategy is to benefit from lower commission rates and taxes as the cost of selling is no longer an issue. Indeed, the Fund is in the market to make money, not wait for the market to make up its mind.

The Fund does not believe in certainty because the world of trading is a world of probabilities. The Fund believes that risk can be measured, evaluated and in most cases can be avoided before severe damage occurs. Of course, risk cannot be eliminated; nor can loss be eliminated. However, through strategic risk management, the Fund can make the odds work in the fund’s favor. Proactive trade management is a key component of generating a flow of monthly cash income. The Fund carefully manages trades using the following steps:

• Consistently research and analyze the market for trading candidates for premium generation.
• Actively employ analytical systems to gather and analyze real-time market information.
• Monitor the value, direction and trend of options portfolios on a daily basis.
• Anticipate possible losses in the overall net positive investment plan every year.
• Employ option writing investment strategies based on principles that have been used in the market for decades.

The Fund’s nimble approach allows it to react quickly to changes in market conditions because of the nature of how the Fund employs its objectives/strategies. The Fund actively manages all of its positions in an effort to maximize returns and preserve capital. To be sure, the Fund’s management team is one characterized as disciplined, synergistic, professional and passionate.

For more information please contact us.