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FINANCIAL FUNDAMENTALS

Learning with Patricia Saylor

Take care of yourself and those you love.  Grow your financial literacy and independence with an experienced, supportive teacher.  No gimmicks, hype or get rich quick schemes; I'll help you develop skills and knowledge to manage your own investments and take charge of your financial future.

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Learn to Trade Options

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Roll a Cash Secured Put for Income | Net Credit with a Single Order | Saylor Novice Investors
04:06

Roll a Cash Secured Put for Income | Net Credit with a Single Order | Saylor Novice Investors

Learn to roll a cash secured put for a net credit. This technique works with any broker, though I demonstrate on Schwab ThinkorSwim trading platform. I choose an expiration date and strike price, then place an order to close my current open position and sell a new one with one transaction. When the trade executes, I check my filled orders to see exactly how much premium I received and enter the information on my ongoing trade log spreadsheet. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Sell a Cash Secured Put on ThinkorSwim at Schwab, How to Place an Order | Saylor Investors
02:40

Sell a Cash Secured Put on ThinkorSwim at Schwab, How to Place an Order | Saylor Investors

Learn how to sell a cash secured put on Schwab's ThinkorSwim platform. This clear, step-by-step guide shows exactly where to click and how to check and confirm your order. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
17 Terms to Know Before You Trade Options, Options Trading for Beginners | Saylor Financial
03:58

17 Terms to Know Before You Trade Options, Options Trading for Beginners | Saylor Financial

Check your understanding of basic terminology before you sell cash secured puts and covered calls. If there are any gaps in your knowledge, let’s get them filled before you put your treasure on the line and start trading! If you are unsure of any terms I introduce in this video, you can look them up online, or find them fully explained in Chapter Three of my ebook, The Novice Investor's Guide to Stocks, Funds, and Options. (They are also in the book glossary.) And if you already know them, that’s fantastic. You are ready to move ahead and start generating income with option trades. You can find step by step “how-to” instructions in Chapters 4 and 5 of my ebook, and in my two Udemy courses on those topics (links below). When I was starting out, I spent a couple of years searching online to figure out on my own what worked and what didn't. I'll save you the time, so you can spend more time letting your money work for you. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. https://www.saylorfinancialfundamentals.com/ Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Sell a call, Sell a Put, Understand Negative Numbers in Options Trading | Saylor Options Insights
05:13

Sell a call, Sell a Put, Understand Negative Numbers in Options Trading | Saylor Options Insights

Two negative numbers show up in your account when you sell a put or call. You might think a negative number mean you are losing money, but this is not necessarily true. Understanding these numbers is the key to knowing when you’re actually profiting. Let me explain! This is the third video in my Options Insights series, providing nuggets of useful information to help you better understand option trading. You can also follow my options trades on QQQ and SCHD, click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Options Explained, Calls Puts, Buy Sell, In the Money & Out of the Money | Saylor Novice Investors
08:08

Options Explained, Calls Puts, Buy Sell, In the Money & Out of the Money | Saylor Novice Investors

Let's break it down to the basics: the actual contract you make when buying or selling an option. Stick with me, and you'll gain the clarity you need to make trading decisions with confidence. First, we’ll cover the differences between stocks and options. Then we’ll drill down into the options, including; two types of options trades, calls and puts, the two ways to trade options, buying and selling. Last, I'll cover the two possible outcomes for each trade at expiration, being in the money or out of the money. And if you want a handy reference guide to help you keep track, just head to my website, Saylor Financial Fundamentals, and check out the "downloadable resources" page. I'll email it to you right away. Note: Some people call it a "cheat sheet," but I call it a "reference guide," because it's not cheating to understand what you are doing!! https://www.saylorfinancialfundamentals.com/downloadable-resources Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Options Trading Why You're Losing Money on Puts and Calls | Options Insights
02:51

Options Trading Why You're Losing Money on Puts and Calls | Options Insights

Buying options can drain your account with 100% losses if your predictions are off. Meanwhile, I'm making consistent income—even when I'm wrong. If you've ever bought an option, you might have been on the other side of my trade—thanks! But if you're ready to learn a smarter, more consistently profitable approach, this video is for you. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Desert Highway

New in 2024
Take the Long View:
Manage Your Options Trades for Recurrent Income

Ring the register multiple times on your stock and ETF positions

with puts, calls, dividends, and capital gains

Trade Management

for the Not-so-Novice Investor

  • Do nothing, roll or close a postion

  • Chose strike prices and expiration dates

  • Calculate Annualized Returns

  • Identify Breakeven Points

  • Prevent Overleveraging

Learn Your Way
Ready-to-Use
Trade Log Spreadsheet

Instant download xlsx file can also be used in Google Drive.  Detailed. step-by-step PDF instructions emailed immediately.

Abstract Shapes

Understand Bull Put Spreads
Not for Beginners
(You Probably Shouldn't Trade These)
But if you're going to do it anyway... go in with your eyes wide open.

Crystal Salt

YouTube

I really like this series of taking a small account with real money and growing it. Only advice I would give is to make more frequent videos

Check out the webpage

Sphere on Spiral Stairs

1:1 Consultation and Support

Help entering an order.

Discuss a trading strategy.

Track trades with useful spreadsheet.

Ask questions.

"(Patricia) was amazing and her time was worth every minute. The experience was has motivated me to learn more and educate myself to be a better investor A++++++"

Helping Hand
Why I Stopped Trading Puts and Calls on SCHD, Holding for Dividends | Saylor Financial Fundamentals
04:41

Why I Stopped Trading Puts and Calls on SCHD, Holding for Dividends | Saylor Financial Fundamentals

I’m pivoting! After seven months of trading SCHD options with cash-secured puts, covered calls, and dividends, I’m letting this position grow to generate passive income. I’ve lowered my cost basis and improved the position through options, but now it’s time to focus on finding my next Dividend Aristocrat or ETF to trade. I'm going hands-off with SCHD, but the position is still stress-free. In this video: ✔ Why I’m leaving SCHD options behind ✔ How I optimized this position with options ✔ My plans for the next underlying—and I want your suggestions! Help me select a new dividend trading opportunity. Put your ideas in the comments. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
SCHD Assignment Cash Secured Put, Covered Call Out of the Money #6 | Saylor Financial Fundamentals
06:53

SCHD Assignment Cash Secured Put, Covered Call Out of the Money #6 | Saylor Financial Fundamentals

SCHD options have been harder and harder to manage since the 3:1 split. It's still a great dividend fund and I'm not letting go of my shares, but I'm considering moving on to a new position for these trade demonstrations. We’ll see what happens in January with the covered call and I’ll decide then. My decision today is whether to accept assignment to buy 100 more shares at $29 or roll that position out. The market ends up making the decision for me. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Trade SCHD Stress Free #5 Cash Secured Put, Covered Call, Dividends, Options | Saylor Financial
09:47

Trade SCHD Stress Free #5 Cash Secured Put, Covered Call, Dividends, Options | Saylor Financial

My SCHD cash secured put is expiring today, and I've decided to let the market have the final say about the outcome of this trade. Will it expire worthless and free up my cash or will I be assigned 100 more shares? I'll sleep well either way! Today, I’m managing my ongoing monthly trade on SCHD, which is currently trading at $28.67—exactly at my cash-secured put’s strike price. With expiration day upon us, the trade is teetering at the money and at risk of assignment. Last month, I hoped for a price pullback to add more shares, but when it came time to manage the position, I decided to try to roll the position to December. But the market simply refused to cooperate. Watch me attempt to roll the put and see why the odd strike price from SCHD's recent 3-for-1 split might be complicating things. I walk you through my spreadsheet and explore the two possible outcomes of my trade. Learn why I’m perfectly happy with either result—whether I generate cash with the roll or add more shares and collect dividends in place of the roll premium. By the end of the day, I’ll know whether I own 100 more shares of SCHD, and I’ll post the outcome in the comments this weekend. Stay tuned for this real-life example of managing options trades while staying calm, adaptable, and focused on the big picture. I'm Patricia Saylor, managing partner at Saylor Financial Fundamentals, here to help you navigate investing and options trading with clarity and confidence. Don’t forget to subscribe for more updates, including next week’s QQQ trade review. And remember: guard your treasure and never trade on margin! Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
SCHD stress-free options, earn $$$ with any outcome #1 | Cash Secured Put | Covered Call | Dividends
09:25

SCHD stress-free options, earn $$$ with any outcome #1 | Cash Secured Put | Covered Call | Dividends

With this new trade set up on SCHD, I'll be growing a long term position by buying shares, selling cash secured puts, selling covered calls, reinvesting dividends and occasionally selling shares to lock in profits. No matter which way the underlying share price moves, I'll be bringing cash into the account and adding shares. The next trade adjustment will be on or about August 16. At that time, I'll share the outcome of this trade and make adjustments for the next month. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
SCHD Stress Free Options #2 Cash Secured Put & Covered Call August 16 | Saylor Novice Investors
04:38

SCHD Stress Free Options #2 Cash Secured Put & Covered Call August 16 | Saylor Novice Investors

Roll a cash secured put? Roll a covered call? Do nothing? Collect dividends? I generate cash and keep it flowing in my direction with all these strategies. Watch to the end for a link to the next video, showing the outcome of these trades one month later. This is my first monthly trade adjustment on expiration day for an SCHD position I set up 24 days earlier. If you are trading it too, let me know what you're doing and what your outcomes are. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
SCHD Stress Free Options #3 Roll Cash Secured Put & Let Call Theta Decay | Saylor Novice Investors
07:31

SCHD Stress Free Options #3 Roll Cash Secured Put & Let Call Theta Decay | Saylor Novice Investors

SCHD is trading just over $84 with a dividend approaching, and I’ve got important decisions to make. A short put is expiring out of the money today, and a slightly in-the-money covered call is expiring next month. I’ll be choosing the strike price for my next cash-secured put and considering whether to add more shares. Watch to see how I’m managing this ongoing trade campaign. Note: I make a kind of big error at 5:26 in this video! I mention the dividend and say it's $82/share. Oops, I was supposed to move that decimal point over two places! Sorry about that. It's actually $0.82 per share, or $82 per option contract. For more explanation of the "100 multiplier, "check out Chapter 3 of The Novice Investor's Guide to Stocks, Funds, and Options, Second Edition. (You can even download a free sample at my website.) Or check out my Udemy course, Introduction to Options Trading. Links are below. This is the third video in a monthly series of option trades on SCHD. The original trade set up was July 24, 2024. You also might want to check out my weekly trades on QQQ in the same video playlist. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
SCHD Stress Free #4  Sell a Put, Sell Covered Call after Stock Split | Saylor Novice Investors
09:18

SCHD Stress Free #4 Sell a Put, Sell Covered Call after Stock Split | Saylor Novice Investors

SCHD shares split 3 for 1 on October 10. My share count tripled and my options contracts did too! The split allows me to trade this position with less capital invested, while using the same strategies I've been using since I opened it in May, 2024. This month, I take profits on 300 shares to reduce the size of my SCHD position, bring in more than $47 in options income, leave room for growth with a January 2025 covered call, and set myself up for a dividend payment in December. Phew! Let me know what you think! Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Rolling QQQ Options: Why I Extended to 2 Weeks for Better Premiums | Saylor Financial Fundamentals
07:18

Rolling QQQ Options: Why I Extended to 2 Weeks for Better Premiums | Saylor Financial Fundamentals

In this video, I’m breaking down my latest QQQ trades, where I rolled a cash-secured put and a covered call out 14 days instead of my usual one-week roll. With the QQQ share price at $521.66, I took advantage of higher premiums and better strike prices to boost my annualized returns. I’ll walk you through: ✅ Why I chose a two-week roll this time ✅ How higher premiums can lead to better returns ✅ The math behind these trades and my overall strategy Make sure to stick around until the end for some clips of a visiting squirrel who’s been competing with my usual Carolina Wren for peanuts—it’s been quite the distraction! See you next Friday! Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Options Roll Cash Secured Put & Covered Call Out of the Money $480 | Saylor Novice Investors
07:14

QQQ Options Roll Cash Secured Put & Covered Call Out of the Money $480 | Saylor Novice Investors

See how I earned nearly $500 in weekly income trading QQQ options by rolling a cash-secured put and covered call from "at the money" to "out of the money," plus adding shares for a better cost basis. Join me, Patricia Saylor, from snowy North Carolina as I break down this profitable strategy! On this expiration day, by sticking to my detailed trade management plan, I’ve repositioned my puts and calls exactly where I want them. Join me every week for an update on this ongoing, profitable position. No matter what the market does, I improve my position with income from puts and calls. And no matter where I am or what the weather is, I share it with you. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Options Trading Jan 3 Roll Cash Secured Put, $120 Cash Premium | Saylor Novice Investors
05:05

QQQ Options Trading Jan 3 Roll Cash Secured Put, $120 Cash Premium | Saylor Novice Investors

My profits are up $259 in the past three weeks in spite of a decline of more than $10 in the share price of QQQ. Selling theta works. Let me show you how. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Dec 27 Roll Cash Secured Put Easy Income $130 | Saylor Novice Investors
02:15

QQQ Dec 27 Roll Cash Secured Put Easy Income $130 | Saylor Novice Investors

Oops! Chipmunk voice ending. (Forgot to preserve pitch at the end.) Today the decision was easy and the $130 was quick income. This is a weekly trade adjustment on QQQ. Watch the whole series to see how I use cash secured puts and covered calls to bring down my adjusted cost basis on this high quality ETF. This week, coming to you from Moms' Beach House on Oak Island, NC! https://www.airbnb.com/rooms/747808673450154437?guests=1&adults=1&s=67&unique_share_id=c6e31b9a-15ac-4438-9db1-41104cb20190 Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Price Drop, Roll a Cash Secured Put for 4x Income, Dec 2024 | Saylor Financial Fundamentals
05:29

QQQ Price Drop, Roll a Cash Secured Put for 4x Income, Dec 2024 | Saylor Financial Fundamentals

The price pullback on QQQ didn't hurt me this week. I stuck with my trading plan and rolled my cash secured put out one week for more than 4x the premium I got last week. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Options Trading Dec 13 2024, Cash Secured Put, Covered Call, Capital Gains | Saylor Financial
05:51

QQQ Options Trading Dec 13 2024, Cash Secured Put, Covered Call, Capital Gains | Saylor Financial

This week, I made a conservative move with my QQQ options, but still opened myself to $379 in gains. I rolled an in-the-money covered call instead of accepting assignment, raising the strike price for a shot at bigger future gains and the ability to sell cash secured puts for a little more income. Curious how I’m balancing risk and reward while maximizing income? Watch now to see the trades in action. I'll talk you through my strategy! Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Options Dec 6 '24, Sell Cash Secured Put & In the Money Covered Call | Saylor Financial
08:03

QQQ Options Dec 6 '24, Sell Cash Secured Put & In the Money Covered Call | Saylor Financial

Welcome to this week’s QQQ trade update! In today’s episode, I tackle a great problem: QQQ’s share price is on the rise, and it’s time to consider taking profits from the covered call I've been rolling, and resetting the strike price on my cash secured put. Let’s dive into my current positions, strategies, and predictions for next week. 👋 New to the channel? I’m Patricia Saylor, managing partner of Saylor Financial Fundamentals. I teach real-time investing and options trading strategies that are easy to understand, even for beginners. 📊 Current QQQ Positions: QQQ is trading at ~$526/share, well above both my strike prices. A cash-secured put expires today, and a covered call expires next week (Dec. 13). With my covered call strike price above breakeven and 26 shares not at risk, I’m in a comfortable spot. 💡 Today’s Strategy: I’ll capture some additional premium and let the extrinsic value of my positions erode to maximize profit. 📚 Exciting News: I’m creating new content on bull put spreads, a strategy I’ve been trading successfully for months. This will become part of The Novice Investor’s Guide or a standalone mini-book. Stay tuned for fresh trades and a new playlist in early 2025! 📈 What’s Next? We’ll analyze my QQQ position, bring in some extra cash, and review my outlook for the coming week. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
QQQ Roll Cash Secured Put and In the Money Covered Call,  Nov 29 | Saylor Financial Fundamentals
08:21

QQQ Roll Cash Secured Put and In the Money Covered Call, Nov 29 | Saylor Financial Fundamentals

Join Patricia Saylor of Saylor Financial Fundamentals, for this week’s QQQ options trade update! Today, QQQ is trading near $510, presenting challenges to roll my $499 covered call and $495 cash-secured put for meaningful income. I’m aiming to adjust my strike prices to capture some capital gains and earn a solid premium, even if it means rolling out further. Not every week is stellar, but consistent strategy is key. Since I opened this position in May, 2024, I've brought in more than $6200 in options premiums. $209 of that happened during this recording! The options premium really helps to offset the cost of the shares and strengthens my position. Watch to see my approach in action and learn how I navigate these trades. Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Day 2 Update: Rolling a Bull Put Spread on SPY – Learn How It’s Done Ep 5 | Saylor Financial
05:02

Day 2 Update: Rolling a Bull Put Spread on SPY – Learn How It’s Done Ep 5 | Saylor Financial

Welcome back to episode 5 of my Bull Put Spreads Live Trading Series! Even though I planned to update the portfolio only a couple of times a month, I’m here on Day 2 to show you how I executed my first roll in this account. In this video, you’ll learn: ✅ How I rolled a SPY bull put spread to extend the holding period by 7 days ✅ The step-by-step process of rolling out 8 days and bringing in an extra $8.01 ✅ Why this adjustment is part of my planned strategy and how it helps manage risk The roll itself only took 5 minutes, but I’ve put together a detailed breakdown to make it easy for you to follow and apply to your own trades. Whether you’re new to options trading or want to refine your skills, this is a must-watch! 🎥 Support the Channel: Instead of "buying me a coffee," grab my $9.99 ebook packed with practical investing strategies—you can read it on your computer, tablet or Kindle. It helps you and supports free content like this! The Novice Investor's Guide to Stocks, Funds, and Options, Second Edition; available at Amazon. https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=2T199NCWA2KCP&dib=eyJ2IjoiMSJ9.HkS9hNJb1Fn9x4huphXD8D3X6Kbny6PpF4Dks6pmevLtiDQQppPo2zJGkKwZuWh5_f0EH6UUB6Z_ZSNP-d2oro2fGUU36TuQ5Xk95jCU3-tMiUgDLJD170n-6JkZxv5MJne1BRXx9rV9hJCJ1qA2eu3G_tp1Pnjs-IIvcphV-2OAnpQARF49zRZcjkzA8mxsaU6hmI2Xl1YKGYoIEM770N8VyxeooCIMcnqqjtAHvvM.n3-1lRUGE21lrtzGfUgzkyVj-SH5um1dW9vBtbSd9j0&dib_tag=se&keywords=novice+investors+guide+to+stocks&qid=1737564379&sprefix=novice+investors+guide+to+stocks%2Caps%2C106&sr=8-1 I promise transparent views of my success and my challenges. If you are looking for to grow your options trading knowledge, this video is packed with insights. Don’t miss this behind-the-scenes look at my real trades, including tips on maintaining flexibility and minimizing risk. 📊 Want to take your trading to the next level? Comment below with your questions or thoughts—I’d love to include them in future videos. If you're new to bull put spreads or looking to build a foundational understanding of this strategy, check out my 5-part Bull Put Spreads Educational Series. In those videos, I break down the basics, how to set up trades, calculate metrics, and manage risk step-by-step. Watch the educational series here. https://www.youtube.com/playlist?list=PLw9q3DlnLl3BtKuzVkyAAVt1ah8jzr8HN Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Grow a Small Options Account w Bull Put Spreads on SPY, IWM, QQQ & GLD Ep. 4 | Saylor Investing
08:41

Grow a Small Options Account w Bull Put Spreads on SPY, IWM, QQQ & GLD Ep. 4 | Saylor Investing

Welcome to episode 4 of my Bull Put Spreads Live Trading Series! I'm ready to make a fresh start with about $2500 in cash after turning an initial $1,500.50 investment into $2,516 in just a few months. I’m resetting my options trading portfolio with a fresh strategy and I’m sharing my process of setting up 8 bull put spreads on four popular ETFs—IWM, QQQ, SPY, and GLD—while keeping over $900 in reserve for potential trade repairs. I’ll walk you through: ✅ How I allocate and manage a small account for consistent growth ✅ The logic behind choosing four ETFs with diversified expiration dates for this strategy ✅ My simple, daily routine for monitoring and adjusting trades And I promise transparent views of my success and my challenges. If you are looking for to grow your options trading knowledge, this video is packed with insights. Don’t miss this behind-the-scenes look at my real trades, including tips on maintaining flexibility and minimizing risk. 📊 Want to take your trading to the next level? Comment below with your questions or thoughts—I’d love to include them in future videos. If you're new to bull put spreads or looking to build a foundational understanding of this strategy, check out my 5-part Bull Put Spreads Educational Series. In those videos, I break down the basics, how to set up trades, calculate metrics, and manage risk step-by-step. Watch the educational series here. https://www.youtube.com/playlist?list=PLw9q3DlnLl3BtKuzVkyAAVt1ah8jzr8HN Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Reset Bull Put Spreads Portfolio to Cash Ep 3 | Lock in $1016 Gain | Saylor Financial Fundamentals
03:41

Reset Bull Put Spreads Portfolio to Cash Ep 3 | Lock in $1016 Gain | Saylor Financial Fundamentals

🎉 Portfolio Reset: $1,016 in Gains Locked In! 🎉 Ready to make a fresh start with more than $2800 in cash. (Look for Ep 4, coming soon.) In this video, I share an update on my bull put spreads portfolio, which I just reset to cash while locking in $1,016 in gains! While I did pay back a portion of my profits to close everything out, the reset allows me to diversify and build a stronger portfolio moving forward. Prior to the reset, I had closed positions in GLD and QQQ to expand and repair my IWM and SPY spreads. Now, I’m ready to start fresh with smaller spreads, four tickers, and a variety of expiration dates to better align with my trading goals and strategies. This reset gives me the flexibility to manage risk, diversify my positions, and rebuild a portfolio I feel confident about. Whether you're new to options trading or a seasoned pro, this series offers practical insights for navigating real market conditions. Follow along as I show you exactly how I balance risk, manage trades, and grow my portfolio in real-time. 👉 Subscribe for future episodes, where I’ll share trade setups, rolling strategies, and tips for mastering bull put spreads! 📊 Want to take your trading to the next level? Comment below with your questions or thoughts—I’d love to include them in future videos. If you're new to bull put spreads or looking to build a foundational understanding of this strategy, check out my 5-part Bull Put Spreads Educational Series. In those videos, I break down the basics, how to set up trades, calculate metrics, and manage risk step-by-step. Watch the educational series here. https://www.youtube.com/playlist?list=PLw9q3DlnLl3BtKuzVkyAAVt1ah8jzr8HN Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
High-Stakes Trade Repair: Can I Save These Bull Put Spreads? IWM and SPY | Saylor Novice Investors
06:18

High-Stakes Trade Repair: Can I Save These Bull Put Spreads? IWM and SPY | Saylor Novice Investors

Will this be a brilliant recovery or a cautionary tale? Join me as I walk you through my latest trade repairs on SPY and IWM bull put spreads. With GLD and QQQ positions closed, all my available capital is tied up in these trades, and every decision is critical. I was happy with my trade management strategies when the market pulled back in December, but I was not prepared for the challenges of this week. I'm experiencing what I warned my viewers about when I started this series. In this video, I: Explain why I closed GLD and QQQ. Show you how I rolled SPY and IWM spreads out of the money. Break one of my own rules Analyze my real trading log to show every detail. Discuss strategies when your capital is fully committed. Whether these repairs turn into a win or a learning experience, there’s plenty to take away for traders managing challenging positions. I promised to show you the good, the bad and the ugly. Today was kind of bad and ugly. Whether you're new to options trading or a seasoned pro, this series offers practical insights for navigating real market conditions. Follow along as I show you exactly how I balance risk, manage trades, and grow my portfolio in real-time. 👉 Subscribe for future episodes, where I’ll share trade setups, rolling strategies, and tips for mastering bull put spreads! 📊 Want to take your trading to the next level? Comment below with your questions or thoughts—I’d love to include them in future videos. If you're new to bull put spreads or looking to build a foundational understanding of this strategy, check out my 5-part Bull Put Spreads Educational Series. In those videos, I break down the basics, how to set up trades, calculate metrics, and manage risk step-by-step. Watch the educational series here. https://www.youtube.com/playlist?list=PLw9q3DlnLl3BtKuzVkyAAVt1ah8jzr8HN Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
Ep 1: Live Bull Put Spread Trading Manage Risk & Grow Your Portfolio | Saylor Financial Fundamentals
13:29

Ep 1: Live Bull Put Spread Trading Manage Risk & Grow Your Portfolio | Saylor Financial Fundamentals

Ever wonder how to grow a small trading account while keeping risk under control? In this first episode of my live trading series, I’m giving you a behind-the-scenes look at my real portfolio, showing how I’ve used bull put spreads to grow a $1,500 account into $2,610 in just three and a half months—without having any positions currently in the money. We’ll dive into: ✅ My active IWM trades, including how I rolled tested positions for ongoing income. ✅ The trade log I use to track performance, calculate returns, and guide decisions. ✅ Key portfolio management strategies, like holding 33% cash for adjustments and repairs. Whether you're new to options trading or a seasoned pro, this series offers practical insights for navigating real market conditions. Follow along as I show you exactly how I balance risk, manage trades, and grow my portfolio in real-time. 👉 Subscribe for future episodes, where I’ll share trade setups, rolling strategies, and tips for mastering bull put spreads! 📊 Want to take your trading to the next level? Comment below with your questions or thoughts—I’d love to include them in future videos. If you're new to bull put spreads or looking to build a foundational understanding of this strategy, check out my 5-part Bull Put Spreads Educational Series. In those videos, I break down the basics, how to set up trades, calculate metrics, and manage risk step-by-step. Watch the educational series here. https://www.youtube.com/playlist?list=PLw9q3DlnLl3BtKuzVkyAAVt1ah8jzr8HN Follow my options trading click by click on the ThinkorSwim web based platform at Schwab. I trade cash secured puts and covered calls and buy shares to hold for dividends and capital gains. If you're looking to deepen your understanding of financial markets and master the art of options trading, you're in the right place. I aim to provide you with insightful, easy-to-follow content that can help you become a more confident and successful trader. I invite you to visit Saylor Financial Fundamentals. My website offers a wealth of resources, including links to comprehensive courses, detailed articles, and practical tools designed to support your trading journey. Explore our other offerings: Read the Book: Gain deeper insights and practical knowledge with The Novice Investor’s Guide to Stocks, Funds, and Options, Second Edition.. Check it out on Amazon: https://www.amazon.com/Novice-Investors-Guide-Stocks-Options-ebook/dp/B0CMD5SMFH/ref=sr_1_1?crid=7EUPW385OWXR&keywords=novice+investors+guide+saylor&qid=1699710298&sprefix=saylor+novic%2Caps%2C160&sr=8-1 Self-Paced Udemy Courses: Enhance your skills with detailed, interactive Udemy courses. Enroll now at: https://www.udemy.com/user/patricia-saylor-2/ Live Instruction via Zoom: Looking for personalized guidance? Book a one-on-one session with me on Fiverr for tailored advice and strategies: https://www.fiverr.com/patsay I believe in empowering investors with the knowledge and skills they need to succeed. So, while you're here enjoying our videos, don't forget to check out Saylor Financial Fundamentals for more valuable content and tools that can help you reach your financial goals: https://www.saylorfinancialfundamentals.com/. Thank you for watching, and happy trading!
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