Today, I simply want to go over the ins and outs of the service so that you can efficiently and effectively take advantage of all the content provided including details on issues, trade alerts, webinars and more.
That being said, expect to start seeing several trade alerts over the next week. I will begin trickling out positions over the five different portfolios over the next few weeks. So have an understanding of what each portfolio is trying to accomplish.
Cabot Options Institute – Fundamentals Issue: May 23, 2022
Market Commentary
Welcome to Cabot Options Institute – Fundamentals!
Today, I simply want to go over the ins and outs of the service so that you can efficiently and effectively take advantage of all the content provided including details on issues, trade alerts, webinars and more.
That being said, expect to start seeing several trade alerts over the next week. I will begin trickling out positions over the five different portfolios over the next few weeks. So have an understanding of what each portfolio is trying to accomplish. And if you couldn’t care less about developing a portfolio and just want to make individual trades across a variety of different portfolios, at least you’ll have a sound understanding of how the strategy works. I’ll go into great detail with each opening trade that I place, but it always helps to at least have a decent understanding of what’s to come.
My suggestion is take your time to read through everything. Get comfortable with the approach, strategies used and write down questions as you go along. Don’t hesitate to send me emails as you go through all of the content. That’s why I’m here. I will also be holding a live weekly webinar every Friday during earnings season. During each webinar we will discuss all things earnings, but will mostly focus on our trades that week, upcoming trades and answer any and all questions you might have, including any trade ideas you would like to go over.
Of course, if you can’t attend, no worries, all of our webinars/videos will be archived on your subscriber page to peruse at your leisure.
Trade when you are ready! Don’t force it. Know prior to every trade how much you stand to lose so that you can position-size accordingly. I often recommend paper trading if you are just starting out. Once you progress and want to trade with “skin in the game,” start small. Learn the importance of position size and what works for you. Be realistic in your expectations. Understand what a winning and losing trade look like and the mechanics of how we react in both cases. You can my approach to risk management and much more in the User Guide and reports below.
I recommend starting with the
User Guide.
In the User Guide you will learn what to expect for content and when you will be receiving it. You’ll also learn the basics of my approach including a brief overview of the strategies we use in Fundamentals.
Once you have moved through the User Guide, please read the following reports included on your subscription page.
- The Probability of Price Targets – and How They Can Lead to Better Investment Decisions
- The Foundation of Our Approach – The Five Investment Strategies
- A Step-by-Step Approach to Poor Man’s Covered Calls
- A Step-by-Step Approach to Poor Man’s Covered Puts
Scouring through the reports will prepare for what’s to come and will be incredibly helpful once we begin sending out trade alerts. Again, if you have any questions, please do not hesitate to email me at andy@cabotwealth.com.
Expiration in Review
In this section we will discuss how each portfolio, and their respective positions, performed during the latest expiration. To learn more about the portfolios and the strategies we use please read through the User Guide and the various strategy reports on your subscriber page.
Portfolio Discussion
No current positions.
Next Live Analyst Briefing with Q&A
Our first live Analyst Briefing with Q&A is scheduled for Tuesday, June 14 at 1:00pm EST and we are going to get right to it. I’ll be going over our strategy, how I approach the five individual portfolios, go through a few sample trades on our trading platform and more. And please don’t forget to come with lots of questions…the more the better. And of course if you can’t make it or want to go over a trade we discussed one more time, no worries, all of our webinars will be archived on your subscriber page so you can watch them at your leisure. Register here.
The next Cabot Options Institute – Fundamentals issue will be published on June 13, 2022.
About the Analyst
Andy Crowder
Andy Crowder is a professional options trader, researcher and Chief Analyst of Crowder Options. Formerly with Oppenheimer & Co. in New York, Andy has leveraged his investment experience to develop his statistically based options trading strategy which applies probability theory to option valuations in order to execute risk-controlled trades. This proprietary strategy has been refined through two decades of research and real-world experience and has been featured in the Wall Street Journal, Seeking Alpha, and numerous other financial publications. Andy has helped thousands of option traders learn and implement his meticulous rules-driven options trading strategies through highly attended conferences, one-on-one coaching, webinars, and his work as a financial columnist. He currently resides in Bolton Valley, Vermont and when he’s not trading, teaching and writing about options, he enjoys spending time with his wife and two daughters, backcountry skiing, biking, running and enjoying all things outdoors.