Investors Observer Workshop. Wednesday, July 12, noon ET

Transcription

1 Investors Observer Workshop Wednesday, July 12, noon ET

2 Debby Clowney MBA, Chicago Booth BA, U. of Pennsylvania 20+ years options experience Worked on Wall Street Consultant for KPMG Workshop Coach: Debby Clowney Our goal today is to provide a workshop where we discuss how to translate the Trade Idea Generator s ideas into profitable trades. We will talk both concepts and practical tips to make and manage the trades. We encourage you to ask questions throughout the workshop. If you have a question, likely others have the same question. My colleague, Bobby Raines, will be joining us and fielding questions or bringing them to my attention as we go along. To get the most out of today s workshop, I will ask that you have your Trade Idea Generator launched and during the case studies that you follow along with me. Jot down names of stocks you would like me to review in the Firing Line portion of our workshop.

3 To get the most out of today s session, please launch Investors Observer. Disclaimer Today s webinar is for educational purposes only. Nothing in today s presentation should be considered a recommendation to buy or sell any security. All stocks and options shown are examples only. Any pricing or potential profitability shown does not take into account your trade size, brokerage commissions or taxes which will affect actual investment returns. Stocks and options involve risk and are not suitable for all investors and investing in options carries substantial risk. Past stock or option performance is no guarantee of future price appreciation or depreciation. Prior to buying or selling options, a person must receive a copy of Characteristics and Risks of Standardized Options available at:

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5 What we will do in our STATE OF THE MARKETS What will drive the markets from here? What is the S&P weekly chart telling us about overall trends? Zeroing in on the S&P daily chart How is the Nasdaq doing compared to the S&P? How are small caps (the Russell) doing compared to the S&P? What is the volatility index telling us? How should market conditions guide our trades?

6 NASDAQ has bounced off its lows

7 SPY -- steadier than the NASDAQ

8 What we will do in our STRATEGIES How sector rotation can help in hedged investing How does market pressure affect hedged investing? Using relative strength in a down market to find possible future winners

9 Technology Sector rotation: Technology strong, then weak; banks weak then strong. Little net change over the past 6 weeks. Note that earnings start at the end of this week Regional banks

10 What does painting the tape mean?

11 New Release of TIG what s new in TradeFinder Easier to use Tour + video Sample filters for covered calls and diagonals to get you started Ability to save your own filters Faster you search separately for covered calls or diagonals Compare strategies at a glance TIG results show sector as well as company More Powerful Laser Focus Ability to filter by sector and/or industry

12 New Release of TIG Setting your search criteria Filter sets to get you started Ability to save your own filters

13 New Release of TIG new ability to filter by sector/industry Choose one or more sectors Or select industries within the sector

14 New Release of TIG what s new on the Chooser page Drawing feature for charts let s you draw trendlines or whatever Draw trendlines

15 New Release of TIG Compare strategies at a glance Compare stock break even values for a covered call vs a diagonal Compare how much capital is required Compare maximum annualized returns for each strategy Compare $$ returns for each strategy

16 Important icons on your chart Most important Linear Regression, i.e., the channel the stock is trading in

17 Important icons on your chart Comparing a stock to... the market its sector its competitors All Stock Futures Forex CFD Bitcoin Index Economy Quandl You can check a market index type in a sector description or ETF symbol type in a competitor s company name or symbol

18 Featured Trades

19 Investors Observer s Option Trading Framework 1 FIND Early exits with full profits Early exits partial profits 5 EXIT Featured Trades Trade Finder 2 CHOOSE Charts News Strategies 4 MANAGE 3 ENTER Managing a losing position in JNPR Order types What you need to know about your broker

20 NEXT WORKSHOP Summer workshop schedule: Workshops will be every 3 weeks instead of every 2 weeks. Next workshop: Wednesday, August 2, at noon Eastern time

21 FIRING LINE What names would you like me to analyze? We can look at the support and resistance lines on these charts Also, a thank you! to the many of you who are completing our survey and letting us know what topics you would like covered in the future, and what is most helpful or what is confusing in our presentations. -- and let us know whether or not your are interested in earning more about candlestick interpretation.