6 Steps to a Trading Decision
1. State your Forecast – important to be specific about price of stock and time frame e.g. XXX stock will rise from $10 to $15...
Trading Strategies
1. Stock- Oriented Strategy – Covered Straddle – Normally price rise, sell shares to realise profit. Price drop, buy more shares. – BUT Alternative to...
Option Price Behaviour
1. Strike Price – if the stock price don’t move beyond the strike price, then the option will expire worthless 2. Time to Expiration (time decay) –...
Option Strategy – Long Stock; Stock UP/ DOWN since Purchase – what next?
Long Stock, Stock UP since purchase Next steps 1. Take no action – monitor price and change strategy if price outlook sours 2. If want...
“Best” Option Strategy for each Implied Volatility rank
Implied Volatility percentile Strategy Net Buyer 0 to 50 Debit Spread Calendar Spread Ratio Spread Diagonals Net Seller 50 to 70 Credit Spread Iron Condor...
Stock Picking Template
Income Statement 1. Net Profit Margin for the past 10 years – look out for – non-...
Cheatsheet for ETF Selection
1. Fund’s Longevity How many years have the fund been effective. Longer history suggests stability and track record to see the results. That said, past...
How to Do a Fund Transfer for Interactive Brokers
Disclosure: Some of the links below are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through...
Basic Information for Trading the US market as a Non- US Citizen
As a Non- US Citizen Not subjected to Capital Gains tax subjected to 30% Dividend tax NASDAQ Indices, Stocks NASDAQ OMX Equity Options NASDAQ OMX...
Option Expiration
1. Expiration for Index and Equity Options is the Saturday immediately following the 3rd Friday of the expiration month (except when Friday is a holiday,...