Choose Your Starting Point
Whether you're a novice investor, ready to explore options trading, or seeking strategies for long-term option campaigns, I'm here to support you every step of the way..
No hype, no false promises, no bait and switch tactics. You get honest, quality instruction from an experienced teacher. My aim is to empower you to become a knowledgeable, independent investor capable of confidently managing your own accounts.
You can trust me to stick with you on the journey.
Part One: Introduction to the Stock Market
We start at the very beginning. I don’t assume prior knowledge. Get an overview understanding of the stock market and how it works. Learn to choose a broker and set up your first account. I demystify the jargon so you can join the conversation.
Part Two: Choosing and Buying Stocks and Funds
Learn to research more about stocks you might want to buy. Get the basics of reading a stock chart. Understand dividends and capital gains as you choose your first investment(s). Place a limit order to buy shares at the price you choose.
Options Trade Management
For the Not-so-Novice Investor
Not every negative number in your account represents a loss. Learn to keep track of multi-leg campaigns for informed decision-making.
Calculate annualized returns,
Predict possible outcomes of your option trades.
Manage your trades when things don’t go as you expect.
Roll an option out to a later expiration date and/or a different strike price
Bring more cash into your account before you buy or sell stock..
Instructions for building a trade log spreadsheet
Second edition book, published November, 2023, includes all new Chapter Six.
Udemy course coming soon!
Get Started Now. Build your own, or save time with a ready-to-use spreadsheet. ($7.50)