Explore Our FREE Investment Playbooks — Draft

THE WALL STREET EDGE

Explore Our FREE Investment Playbooks

Explore our original investment strategy playbooks, created to help you research opportunities, understand risks, and develop a more disciplined approach to investing. Each guide includes practical examples, evaluation tools, and worksheets you can use at your own pace.

All Four Playbooks Are FREE   |   No Purchase or Checkout Required

THE WALL STREET EDGE

Dividend + Wheel System investment playbook cover photograph

Dividend + Wheel System

INVESTMENT PLAYBOOK 01

Stock selection, cash-secured puts, covered calls, assignment risk and portfolio discipline.

  • Stock evaluation framework
  • Options examples and calculations
  • Portfolio risk worksheet
FREE PDF DOWNLOAD

Available after final editorial review

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REIT Investment Evaluation investment playbook cover photograph

REIT Investment Evaluation

INVESTMENT PLAYBOOK 02

Evaluate REITs using AFFO, distribution sustainability, leverage and property fundamentals.

  • Key REIT metrics
  • Dividend coverage analysis
  • Evaluation worksheet
FREE PDF DOWNLOAD

Available after final editorial review

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Dividend ETF Selection investment playbook cover photograph

Dividend ETF Selection

INVESTMENT PLAYBOOK 03

Compare dividend-focused funds by holdings, distributions, diversification, expenses and risks.

  • ETF selection criteria
  • Dividend quality checks
  • Fund comparison worksheet
FREE PDF DOWNLOAD

Available after final editorial review

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The Wheel in Practice investment playbook cover photograph

The Wheel in Practice

INVESTMENT PLAYBOOK 04

Work through stock-specific options examples, assignment decisions and possible adjustments.

  • Illustrative trade scenarios
  • Assignment management
  • Decision review worksheet
FREE PDF DOWNLOAD

Available after final editorial review

Educational material only, not individualized investment advice. Options trading and investing involve risk, including loss of principal.