INVESTING OASIS
DAILY TRADE REPORTS

​Investment ideas can be found everywhere, but would you invest without knowing whether the "expert" was actually "walking the talk"?

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     With family wealth invested along with my clients in the Oasis Growth Fund*, there is an inherent self-interest to ensure that all trades are purposeful and portfolio appropriate. 

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Even if you already have an investment plan, do you: 

• have solid core stock choices?                               

• know how and when to apply Covered Calls?      

• know how and when to write cash-secured Puts?

• know how and when to apply hedging?                

 

 

We do the heavy-lifting. 

All trades are pre-vetted for the growth metrics and diversification fit appropriate for the medium-high risk profile

of a core North American Growth fund. 

 

Each report provides our top decisions across all 4 Tiers.

Daily.

You choose which trades, when and how much to deploy.

 

• ​Tier 1 Core Portfolio Buys / Trims                           

• Tier 2 Writing OTM Covered Calls                         

• Tier 3 Writing OTM / ATM / ITM Secure Puts       

• Tier 4 Portfolio Protection