Covered Call Investment Classes | Investor Class Outlines


 


 

The OptionsWest investor education begins with eight three hour classes that present a real world approach on the nuts and bolts of how to make consistent profits trading the equity markets. Presented below is an outline of the topics and concepts taught in each class. The classes cover basic through advanced topics and you are free to re-take any class. Following the initial eight core classes, we present a monthly forum known as Investor SuperSessions. Twelve of these monthly forums complete your investor education, although we really never stop learning in this business. Learning the skills of a successful investor requires a rigorous and thorough approach, but a journey that is well worth the effort.

 
It is highly recommended that you begin with the FREE (3) hour introductory class before you take the first course. This will give you a clear idea where you're headed. The beginning eight OptionsWest classes form the core of your investor education. The final component of your investor education is presented in the (12) focused monthly Investor Supersessions available exclusively for those who have completed the eight investing classes. You may take and pay for the classes individually or purchase the Pro-Investor Package and save significantly. Our TradeView Software tool is required for all but the very first class. A TradeView software license is included in the Pro-Investor Package. We also provide a very valuable trade email alert service, known as the TradeSmart e-Advantage. This service provides students with great trading ideas.


 

Successful Investor Class

Course A (3) Hour Class Complete Investment Picture
FREE
  ( Includes $ 500 Discount Coupon for Successful Investing 101 or the Pro Investor Package )
( Includes $ 100 Discount Coupon for TradeView Software)
 
  The Successful Investor Starter Class walks you through how successful investors create wealth through intelligent equity investments, i.e., investing in Stocks, Covered Calls, LEAPS, etc. This is a course in how to make money in the markets through conservative and knowledgeable investing. We have been successfully and consistently managing accounts for years and this course shares with you how we achieve 50%-75%-100% returns.  


The course begins with (8) basic classes that give you a sound foundation for successful trading and concludes with (12) monthly sessions in an environment designed to hone your trading skills and allow you to really learn the craft. These monthly forums include time for Q&A and the sharing of trade ideas, as well as the opportunity for personal coaching.



Successful Investing 101
Class #1 .... ( 3 ) Hour Class

 
  • Intro to Stocks and Trading
  • Stock Prices are Not Real
  • Stock Pricing and Valuation
  • "The Multiple," P/E
  • Growth is King, PEG
  • Valuation, S&P 500, Yield
  • Cheap Stocks
  • Sectors & Diversification
  • Fundamental Analysis / Earnings
  • Stocks On Sale / Risk vs Reward
  • Intro to Technical Analysis Basics
  • The Mechanics of Buying Stocks

Options Trading 101
Class #2 .... ( 3 ) Hour Class

 
  • Your Trading Command Center
  • Your Three Trading Tools
  • Stock Charts / Tools of the Trade
  • Introducing Options
  • Safe vs Risky Options
  • Premium, Strike Price, Expiration
  • Time Decay
  • ITM, ATM, OTM, DITM
  • Calls, Puts, Options Chains
  • Bid, Ask, Options Spreads, LEAPS
  • Technical Analysis Basic Concepts
  • Advanced Stock Order Concepts

Covered Call Concepts
Class #3 .... ( 3½ ) Hour Class

 
  • Covered Call Concepts - Real Estate
  • Covered Call Concepts - Stocks
  • Investing vs Gambling
  • The Makings of an OptionsWest style Covered Call
  • The OptionsWest Covered Call Calculator
  • Getting "Called Out"
  • DITM and ITM Strategies & Returns
  • ATM and OTM Strategies & Returns
  • Getting Out on the "Delta"
  • The Velocity of Your Funds
  • Steps to Placing Risk Adverse Trades
  • Managing Covered Call Trades

.Covered Call Trading
Class #4 .... ( 3½ ) Hour Class

 
  • OptionsWest style Covered Call Details
  • Covered Call Accounting
  • Finding Good Risk Adverse Trades
  • Placing the Trade - Risk Levels
  • Sample Trades
  • Automated Trades - Limit Debit Spread
  • Delta Out Trade Placement
  • Managing Your Positions
  • OptionsWest Style Trade Risk
  • Closing Out the Month
  • Managing Positions NOT Called Out
  • Covered Call Virtual Market Trading

.Covered Call Workshop
Class #5 .... ( 3½ ) Hour Class

 
  • Using the e-Advantage Covered Call Listing
  • Managing a $100,000 Virtual Account
  • Placing OptionsWest style Covered Call Trades
  • Placing Automated Limit Spread Orders
  • Placing "Delta Out" Orders
  • Manage Mid-Month Positions
  • Placing Mid-Late Month Secondary Trades
  • Logging Trades to Streaming Charts
  • Logging Trades to TradeView
  • Month End Procedures
  • Automating "Not Called Out" Positons
  • Managing Account Trading Cash

.Tradeview Investor
Class #6
.... ( 3½ )
Hour Class

 
  • Intro to TradeView
  • TradeView Components
  • The TradeView Totals and Log Screens
  • Design vs Management Screens
  • OptionsWest Covered Call Calculator
  • Covered Call Entry Screen
  • Stock Trade Entry Screen
  • Short Stock Entry Screen
  • Creating a Covered Call Mgmt Worksheet
  • Trade Mangement - Placing / Closing Trades
  • Managing Tabs and Completed Trades
  • Account Growth Chart

.Technical Analysis / Charting Class #7 .... ( 3½ ) Hour Class

 
  • Charts
  • Candlestick Charts
  • Support & Resistance
  • Trading Channels, Higher Highs, Lower Lows
  • Trends, Trends, Trends
  • Volatility
  • Bollinger Bands
  • Simple Moving Averages 20, 50 ,200
  • Investor Emotion, the Mental Game
  • Trading Forces
  • Volatility Squeeze
  • Reading Market Sentiment

.Successful Stock Investor Class #8 .... ( 3½ ) Hour Class

 
  • Advanced Covered Call Hedged Trade Concepts
  • Option Anamolies
  • Hedged Positions
  • Straight Stock Trading for Success
  • Buying and Selling Points
  • Trading Emotions and Stock trading Rules
  • Risk vs Reward
  • Stock trades must have a thesis
  • Stop Orders, limiting losses
  • VIX, Sentiment Oscillator, Indexes
  • Stock Trading Concepts...Short Squeeze
  • Stock Trading vs Covered Calls

.Investor SuperSessions
(12) Monthly Forums
Once a Month Presentation .... ( 2 ) Hour Session

  Investor Super Sessions Courses
  1. OptionsWest style Monthly Account Management
  2. Position Decision Points
  3. Position - Averaging Down
  4. Buying Back the Call
  5. Managing Risk
  6. Finding Trades
  7. Top Down Quick Research
  8. Sectors and Indexes
  9. Reading charts
  10. Volatility Squeezes
  11. A Good Looking Chart
  12. Following the Big Money - Market Money Flow

 


 

© 2008 OptionsWest, LLC