Worth Charting Options Income ETF (WRTH) – Worth Charting – 8.26.26

Summary:

Join Carter Braxton Worth, Founder and CEO of Worth Charting, for a discussion on an equity income strategy driven by technical analysis. The Worth Charting Options Income ETF (WRTH) sells short-term, out-of-the-money options, collecting premium and benefitting from time decay.

This webinar will cover:

• Why a systematic approach to selling short-term, out-of-the-money options is efficacious… and when done with certain key risk-mitigating overlays is particularly successful.

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

Carter Braxton Worth, a 35-year Wall Street veteran, is the CEO/Founder of Worth Charting LLC. Prior to the launch of Worth Charting, Carter was Head of Technical Analysis at Cornerstone Macro Research from 2016-2021. Before joining Cornerstone, he held the same position at Sterne Agee until its acquisition by Stifel Nicholas in 2016. From 2003-2015 Carter was Chief Market Technician at Oppenheimer Holdings Inc. He was selected to be on Institutional Investor’s All-American Research team, ranked as the #1, #2 or # 3 Technical Analyst each year he was on Wall Street and eligible for ranking (2008-2020).

Carter began his career at Donaldson, Lufkin & Jenrette (DLJ) as a portfolio strategist reporting to Eric T. Miller, Chief Investment Officer and Chairman of the Investment Policy and Stock Selection Committees. It was at DLJ where Carter met his mentor, Vincent Roland Boening, one of the longest publishing technical analysts on Wall Street, whose work began in the Fidelity Chart Room in the 1960’s.

Carter’s work is based on the principles of collective wisdom and behavioral science, with a particular emphasis on price-volume correlation, relative strength and pattern recognition.

Carter is a regular guest on CNBC where he is also Co-Host of Options Action; he has appeared on Bloomberg TV, BNN and The Nightly Business Report and has been quoted in publications such as The Wall Street Journal and Barron’s.