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Trade Notes

Trade NotesI am posting a weekly brief of some of our trades for clients and those seeking to evaluate myself and Bluemound Asset Management, LLC, and get a better idea of what we are doing and thinking.  We will have about two quarters worth of notes posted before removing the notes.

This section is not an all inclusive history of Bluemound's trades. It does however offer some examples of trades and investments that we make.  In particular, we will focus on describing option trades here, as well as, offer brief analysis of some of our holdings. This section is designed for educational purposes only.  All opinions are those of Kirk Spano and are subject to change as circumstances change.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.  These posts are examples of trades meant strictly for informational purposes.  The trades outlined are not specific recommendations for any investor.  In order to make actual investor specific advice, Kirk must know the investor and their individual circumstances.  To discuss your situation with Kirk, please contact him.

Past performance is no guarantee of future results.  All investments have risk, including the possible risk of loss of principal. The strategies and ideas written about on this site and linked sites are not appropriate for everybody. Information and opinions are subject to change at any time without any notice.

Bluemound Asset Management, LLC and Kirk Spano reserve all copyrights.  No reproduction of these notes is allowed.  However, please feel free to forward links to letters to your friends and family or link back to this site.

You must be REGISTERED for the site to see the notes list and read notes.  Please register to the right.

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Bluemound Asset Management, LLC is a Wisconsin Registered Investment Advisor offering various fee-only services for financial planning, investment management, portfolio consulting, stock and option strategy, fixed income investing, pension income planning, 401k design for employers & 401k asset allocation for employees. 

Wisquote Insurance Services, LLC is an Independent Insurance Agency and Brokerage offering life insurance, health insurance, long term care insurance, medicare supplements, medicare advantage plans and disability insurance.

All information herein has been prepared solely for informational purposes and the basis for further discussion or consideration.  This site does not construe and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or insurance plan.

We offer no legal or accounting advice.

Kirk Spano, 13500 Watertown Plank, Suite 202, Elm Grove, WI 53122  Telephone: 414-617-6669

Serving throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...