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Long Stock, Stock UP since purchase Next steps 1. Take no action – monitor price and change strategy if price outlook sours 2. If want to sell at my Target Price –> write Covered Calls – look for Strikes = stock target price, short time to expiration, high option premium –…
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 Broken wings butterfly Net Seller 70 to 100 Straddle Strangle Wide iron butterfly Place trades at ~ 45 days to expiration, sell at ~15 days to expiration 25 – 40…
Income Statement 1. Net Profit Margin for the past 10 years – look out for – non- recurring earnings – reserves – subsidiary earnings …
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 data does not imply future performance. 2. Fund Size At least USD 100 million AUM (Assets under Management). Larger AUM is better. 3. Expense Ratio The % of funds that…
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 to make a purchase. Reference Guide for Doing Funds Transfer for Interactive Brokers Account Ensure Trading Account is funded before trading. User to set up Standing Instructions…