Options Income Blueprint Strategy Session November 15, 2017 - - PowerPoint PPT Presentation

• Options Income Blueprint

Strategy Session November 15, 2017

• Managing Positions
• Trading Ideas
• Your Questions/Ideas

• The market
• Managing Positions
• Short Term Trading Ideas
• Your Stock Ideas
• Q&A

2

TODAY

3

S+P 30 DAY CHART

• 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

DECEMBER IN WASHINGTON

• 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

MANAGING POSITIONS

7

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

8

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

9

• 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

SHOULD I MAKE ALL THE TRADES?

• 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 OR ACCEPT ASSIGNMENT

• 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

ROLL FOR MORE CASH

13

USE OUR TOOLS

• 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

CLOSING EARLY

15

USE OUR TOOLS

• 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

TAKING LOSSES

17

SHORT TERM TRADING IDEAS

18

MILLENNIALS + BOOMERS

170MM + consumers

19

BOOMERS

Health Care Travel Food Financial Services

20

MILLENNIALS

Travel Food New Household Formation

21

MILLENNIALS+ BOOMERS

All Things Digital

22

CONSUMER TECH

AAPL MU WDC AMAT

23

TRADING FANG

NFLX AMZN GOOG FB

24

TRAVEL

CCL MAR EXPE AAL

25

OIL & GAS

ANDV LNG EOG

26

WHY NOT RETAIL

TIF WSM HD JWN

• Delta Airlines (DAL)
• Blackstone (BX)
• The XBI (XBI)
• First Solar (FSLR)

27

OPEN POSITIONS

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: This is educational and informational content for buying stocks and selling options to generate income. Nothing presented in this coaching
• r 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.

DISCLAIMER NOTICE