Cabot Options Institute - Fundamentals
Welcome everyone!
It’s a pleasure to have you all on board.
I hope all of you had the opportunity to read through the User Guide and the various reports on your subscriber page. If you haven’t, please take the time to read through them at your leisure so you have a decent understanding of our approach and the strategies we use … and more importantly how I approach risk management.
Over the next two days, expect to see our first round of trade alerts. My plan is to begin with the passive portfolios (All-Weather, Yale Endowment, Dogs of the Dow) and then move on to the active portfolios (O’Shaughnessy’s Growth/Value, Buffett’s Patient Investor).
Remember, there will be roughly five positions for each passive portfolio and at least five, if not more, for our active portfolios. I say this because I realize some of you may choose to follow just one portfolio, while others may follow several. Of course, others will choose to trade a variety of positions across all the portfolios, and for those that wish to be a bit more active, you may choose to take on positions with the intent of moving in and out of positions for short-term trades.
Regardless of your approach, understand that I will be sending out numerous alerts over the next several weeks as we build out each portfolio. So don’t feel the need to jump on the latest alert, especially if you think you might want to participate in other portfolios. Be patient. There will never be a shortage of trades or trade ideas in this service.
And of course, ask questions. If you don’t understand something, never hesitate to email me. That’s why I’m here. I want every single one of you to understand our approach with the Fundamentals service and the strategies we use. But more importantly, I want all of you to understand all things options and how they should be an integral part of your overall portfolio.