Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Naked Puts

1) Holly Corp (NYSE: HOC) - We sold June $17.50 puts for $0.60 premium. This is our second time selling puts on HOC. Our first ones expired last week.
Breakeven price = $17.50 - $0.60 = $16.90
Max Possible Return (Type A) = 7.2% (function of strike price)
Max Possible Return (Type B) = 54.7% (function of buying power)

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 12-25 is attached.

We at Investrio wish all of you a peaceful holiday season. May the season give you and yours all you deserve. Have a happy holiday.

Lead Fund Manager
Investrio

Etcetera

We recently rolled out the Investrio Putpicker. It's an optimization tool we developed, that we use to:
-Assess all the available options quickly for a particular stock,
-Ensure the premium exceeds our target,
-Ensure the downside protection from the current stock price to the option strike price exceeds our target,
-Measure how much downside risk exists from the option strike price to the stock's multi-year low,
-Ensure the return exceeds our target, and
-Compare the impact of short-term vs. long-term capital gains tax rates on our return.

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Naked Puts

1) Holly Corp (NYSE: HOC) - Our December puts, that we sold, expired.

2) Nasdaq OMX Group Inc (Nasdaq: NDAQ) - Our December puts, that we sold, expired.

3) Intel Corp (Nasdaq: INTC) - We sold July $16 puts for $0.68 premium.
Breakeven price = $16 - $0.68 = $15.32
Max Possible Return (Type A) = 7.3% (function of strike price)
Max Possible Return (Type B) = 50.4% (function of buying power)

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 12-18 is attached.

Lead Fund Manager
Investrio

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Covered Calls

1) Infinera Corp (Nasdaq: INFN) - We sold Jul $12.50 calls for $0.55.

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 12-11 is attached.

Lead Fund Manager
Investrio

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Naked Puts

1) Bristow Group Inc (NYSE: BRS) - We sold June out-of-the-money puts.

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 12-4 is attached.

Lead Fund Manager
Investrio