• Options Income Blueprint Strategy Session November 15, 2017 • Managing Positions • Trading Ideas • Your Questions/Ideas
TODAY • The market • Managing Positions • Short Term Trading Ideas • Your Stock Ideas • Q&A 2
S+P 30 DAY CHART 3
DECEMBER IN WASHINGTON • Washington - the tax cut, the debt ceiling, the budget, DACA, Russia, etc • If event occurs , trade currency, bond, precious metal and inverse index ETFs 4
MANAGING POSITIONS • Do I make all the recommended trades? • Do I roll or accept assignment? • Do I roll to generate more cash? • Should I close early? • Should I take a loss? 5
MANAGING POSITIONS • Do I make all the recommended trades? No, it is up to you • Do I roll or accept assignment? Do the math, focus on cash • Do I roll to generate more cash? Check the company, the stock the chains • Should I close early? Do the math, what are your goals? • Should I take a loss? Up to you, I hate taking losses 6
ONE RULE ONLY • Think like an investor, not a trader • Investors manage positions, not just transactions • Your transaction may be the beginning of a position 7
SOME SIMPLE MATH • A 50 strike does NOT mean you own shares at $50 • Being assigned is not the end of the world • Being called out below your cost basis is not the end of the world 8
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SHOULD I MAKE ALL THE TRADES? • It is your money • There are/will be 100 or so trade recommendations in 12 month span • 1-3 positions will linger for a long time • 15-18 positions will be rolled for 1-3 weeks • Over time, you will see you become more selective 10
ROLL OR ACCEPT ASSIGNMENT • Surveys show you do not want to accept assignment • Accept assignment when the stock price is 5%-10% below the strike price of a put • The math of selling calls versus rolling deep ITM puts is compelling • We will be accepting assignment on the XBI 11
ROLL FOR MORE CASH • The company and the market come first - events, etc • How is the stock trading? • What are the premiums? • Do the math - what is the rate of return versus potential opportunities • Over time, rolling stocks you know is a winning tactic 12
USE OUR TOOLS 13
CLOSING EARLY • What is happening with the company? • What is happening with the market? • What is happening with the stock? • What is the math? • If I close early, what is my rate of return? 14
USE OUR TOOLS 15
TAKING LOSSES • Do I make all the recommended trades? • Do I roll or accept assignment? • Do I roll to generate more cash? • Should I close early? • Should I take a loss? 16
SHORT TERM TRADING IDEAS 17
MILLENNIALS + BOOMERS 170MM + consumers 18
BOOMERS Health Food Care Travel Financial Services 19
MILLENNIALS Food Travel New Household Formation 20
MILLENNIALS+ BOOMERS All Things Digital 21
CONSUMER TECH WDC MU AMAT AAPL 22
TRADING FANG FB NFLX AMZN GOOG 23
TRAVEL AAL CCL MAR EXPE 24
OIL & GAS EOG ANDV LNG 25
WHY NOT RETAIL WSM TIF JWN HD 26
OPEN POSITIONS • Delta Airlines (DAL) • Blackstone (BX) • The XBI (XBI) • First Solar (FSLR) 27
BACK TO ORLANDO! •Tuesday, January 30, 2018 – Thursday, February 1, 2018 Early Bird Registration •Now Open (Save $50) – Deadline November 15th 28
GOOD NEW/BAD NEWS •Good news - I am doing more sessions •Bad news first - yup more of me •Topics you love - Finding Great Income Stocks, Advanced Trading Tactics, etc •New topics - the magic of compounding, ETFs and more 29
SCHEDULE •Tuesday and Wednesday: 9am to 5pm •Thursday: 9am to Noon •Registration link in chat box or contact customer service for more information 30
Your Stock Ideas
Q & A
DISCLAIMER NOTICE • • DISCLAIMER: This is educational and informational content for buying stocks and selling options to generate income. Nothing presented in this coaching or training program is intended as, or should be construed to be, a recommendation to buy or sell any specific security. These are not recommendations. This information is provided for educational and informational purposes only. Use this information at your own risk. • LIABILITY: Readers agree to hold Traders Reserve, LLC completely harmless and free from liability of any kind as a result of using the techniques and strategies described herein. This program and content is for educational and informational use only. Use caution and seek the advice of an outside registered investment advisor. Prior to making any investment or trading decisions, reader agrees to exercise due diligence when it comes to making trading decisions and all information that has been provided herein should be independently verified. You agree the Traders Reserve, LLC is not responsible in whole or in part for the outcome of your trading decisions. There is no implied warranty for the fitness or suitability of this information for your use, and you expressly waive any liability or claim arising from such usage. • U.S. Government Required Disclaimer – Stock, options and futures trading is not appropriate for everyone. There is a substantial risk of loss associated with trading these markets. Losses can and will occur. No system or methodology has ever been developed that can guarantee profits or ensure freedom from losses. No representation or implication is being made that using any of the Options Income Blueprint strategies or tactics, or the information in this website or accompanying material will generate profits or ensure freedom from losses. • HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.
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