среда, 27 июня 2018 г.

No loss forex robot


ForexRobotNoLoss (Don Steinitz) Review.


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I've tried this, and while admittedly it seemed too good to be true for a while (spoiler alert: it was), in the end, there are no losses, just a system that kills your account.


I bought the Steinitz has mft robot and the fractal robot. I haven't traded live . the Steinitz has mft which I believe is the no loss robot, is doing very well on my demo, about 45 straight wins. the problem is, its still a demo. don't know how it would preform on a live account. problem, ive ed support about 6 times in the past 4 weeks for the coding to trade live and as usual they will not answer. bottom line there, s obviously something scammy with contact us. no reason to take that long. there's no refund policy, it tells me its a rippoff. still wating.


I have been reading many forums regarding the Don Steinitz HAS system. In my opinion (and this is just an opinion), I believe that many who have tried this EA have not properly followed Don's money management suggestions. Because of the DD that must be sustained, one must follow the money management based on the size of their account.


I am currently running a demo with a $5000 account. I am running a mini account and I am running .05 lot sizes. I am also running only 12 pairs and that is all.


I have reviewed many electronic trading programs (Robots, Bots) and have tested over 60 different Bots. It is obvious that most of the developers have little experience in trading Forex and/ difficulty translating trading strategies into computer code that trades effectively. Our statistics show that over 90% of Bots fail to meet my expectation of consistency and profitability.


1) AccountlsMini = false.


2) AccountlsMicro = true.


for better results with this robot, I've found that adjusting the lot size to .01 allows you to fish for the drawdown. That's where the big money is for this program. I had losses the first few times I used it using Don's trading strategy (trading 10%) of your account balance, and found that to be too risky with the high drawdown. When I sent my lot size to .01, I still had profitable trades that were quick and easy. Closing trades weren't that high. However, when the trades went negative, and I hit the high drawdown, I'd continue to buy another .01 lot with every -100 pips I hit. This worked great this past December 2010. Had a $4000 account which I took to $6300. Unfortunately, with the new year, I continued to trade and got stuck in about 3 trades that hit -1000 pips. I'm still in them, and the pips are coming down, but my novice ability is what caused this issue IMHO.


Infact i had no wish to write any review about Don Steinitz or his products. I really don't know whether he is insane or what. Before 1 month, he sent out an to all of his subscribers that Felix is a big scammer and he is using FPA to promote his products and services and FPA itself is a scam. He also added many YouTube videos. On this point, i know myself how legitimate FPA is, so i really don't need his advices.


Now today, he sends out another promotional and praises FPA as the most notorious website against scammers and asks the subscribers to visit the performance page of his so-called 'No-Loss Robot'.


I can't believe either this person is mentally all right or having regular medical appointments in his near by hospital.


I started trading a live account via Don's EA. I had a personal conversation with him and he advised I do not mess with any of the settings. I believe he said it works best right out of the box. Anyway I started with a 2,000 live account and my equity began building and climbed all the way up to 2,362. This was in November of 2009. I followed all his rules. Don't get out of a trade. Everything will come around. Well I couldn't take it anymore and just closed out of everything with only 385.00 left in equity. That's an 80% loss. If anyone is interested in viewing the live account, please let me know. More than happy to forward it to you. What's interesting is that I ed don a few months ago with concern and he told me not to worry and that the worst draw-down he has ever seen in the 5+ years trading the EA was 35%. Now I know I manually created a number of losses by closing out the trades but how can you let the remaining 385.00 become 0? Now Don has his Fractal indicator made into a robot. It's named after an extinct dinosaur. How ironic. Please save your money and stay away from Don's systems. Marketers sell systems and document demo accounts. Traders trade and stay away from marketers.


For only 17 trading days I have profited more than $2,900 on my demo account. Relizing the profits I funded it my live account with FXDD on a $2,000 real money account.


Having experienced the original version (HAS Hedge), i can say that in trending markets this is an effective EA. In a ranging or oscillating market, its possible for large drawdowns that rival a significant % of your previous gains, So unless you can distinquish ranging from trending markets and are nimble(not a trait of most EA users) avoid this system-its not for beginners and I agree it has been misnamed.


THIS ROBOT IS A SCAM I NEVER GOT MY REFUND. THIS IS A TOP OUT ROBOT IT KEEP ON TRADING ONE WAY EUR/USD BUY ONLY EVEN AT THE VERY TOP PRICE LEVEL. IF YOU WANT TO FOLLOW ONE MONTH TREND YOU DON'T NEED THIS ROBOT. IF YOU NOTICE ON THE OTHER SYMBOL IT ONLY TRADE ONE WAY. WHO EVER IS TESTING THIS SHOULD TELL THE TRUTH THAT IT DOES NOT WIN.


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USD/CHF: US dollar continues to grow 18 December 2017, 09:50.


USD/CHF: US dollar continues to grow 18 December 2017, 09:50 Scenario Timeframe Intraday Recommendation BUY STOP Entry .


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Dec 18, 2017.


USD/CHF: US dollar continues to grow 18 December 2017, 09:50.


USD/CHF: US dollar continues to grow.


US currency showed moderate growth against Swiss franc during trading on Friday, marking a new weekly local maximum. However, the “bulls” were unable to remain this high, and by the moment of closing of the daily session the instrument was corrected downwards under the influence of technical factors.


US is still supported by optimism about the prospects of the US tax reform. On Friday US Senate managed to reach agreement regarding corporate tax reduction, and this week the Congress is expected to move to the approval of its final version to be signed before the weekend.


No interesting macroeconomic releases are expected from the USA and Switzerland on Monday, therefore investors will focus on the data on consumer inflation in Eurozone at 12:00 (GMT+2).


Bollinger Bands in D1 chart show moderate growth. The price range is narrowing. MACD indicator is reversing upwards forming a weak buy signal (the histogram is above the signal line). Stochastic is showing similar dynamics.


Resistance levels: 0.9916, 0.9943, 0.9975.


Support levels: 0.9818, 0.9873, 0.9837, 0.9800.


Long positions may be opened after the breakout of the level of 0.9916 with target at 0.9975 and stop-loss at 0.9891. The period of implementation is 2-3 days.


A breakdown of the level of 0.9891 may be a signal for the beginning of sales with target at 0.9837 and stop-loss at 0.9920. The period of implementation is 2-3 days.


GBP/USD: pound is under pressure 18 December 2017, 09:33.


GBP/USD: pound is under pressure.


On Friday British pound significantly decreased against US dollar, negating Wednesday’s and Thursday’s growth and renewing minimum since November, 28.


GBP is still under the pressure due Brexit news. In addition, the investors are positive upon the perspectives of further growth of US currency due to US tax reformation progress.


On Friday, it was reported that UK House of Commons had not support Theresa May in her will to end preparatory process of UK leaving EU. By a margin of four voters, the parliamentarians adopted an amendment, according to which the final treaty should be approved by the country’s Parliament initially. Analysts fear that Brexit can be significantly delayed, as the disagreement of the political parties can worsen the political situation in the country.


On the daily chart Bollinger Bands are moving flat. The price range is slightly widening, reacting to the strong “bearish” peak in the end of the last week. Tt is better to use channel trading strategy before the situation is clear.


MACD is going down, keeping quite steady sell signal (the histogram is below the signal line). It is possible to keep current short positions in the short term and not to open new ones before additional signals appear.


Stochastic is reversing downwards again after short growth. Indicator does not react to strong fall of the instrument in the end of the last trading week, but does not give steady trading signals. It is better to wait until the situation is clear.


Resistance levels: 1.3350, 1.3381, 1.3411, 1.3461.


Support levels: 1.3300, 1.3278, 1.3228, 1.3176.


Long positions can be opened after rebound at the level of 1.3300 and breakout 1.3350 with the targets at 1.3461 or 1.3500 and stop loss at 1.3300. Implementation period: 2–3 days.


Short positions can be opened after the breakout of the level 1.3300 with the targets at 1.3228–1.3200 and stop loss at 1.3350. Implementation period: 1–2 days.


AUD/USD: Australian dollar is stable 18 December 2017, 09:06.


AUD/USD: Australian dollar is stable.


AUD is showing moderate growth against US dollar during today’s morning session restoring after a fall last Friday when the instrument failed to consolidate on new local maximums. Australian currency is supported by optimistic macroeconomic statistics from Australia on the dynamics of new vehicles sales and average annual report on the prospects of economy and finances.


The volumes of vehicles sales in November grew by 0.1% MoM and 2.1% YoY after growth by 0.0% and 1.0% respectively in October. The data was slightly better than the forecasts of the analysts. The financial outlook provides for possible GDP growth in 2017-2018 by 2.5% and in 2018-2019 by 3%. Cash deficiency will be reduced at average rate and should return to the proficiency level in the middle of 2020.


Further growth of AUD is prevented by optimistic outlooks regarding the tax reform in the USA. Some experts believe that final details may be agreed on the next couple of days, and the draft is to be signed before the end of the week.


Bollinger Bands in D1 chart are showing moderate growth. The price range is widening. MACD indicator is growing preserving a stable buy signal (the histogram is above the signal line). Stochastic is reversing downwards.


Resistance levels: 0.7652, 0.7678, 0.7693.


Support levels: 0.7636, 0.7625, 0.7606, 0.7586.


Long positions may be opened after the breakout of the level of 0.7665, 0.7678 with targets at 0.7700, 0.7720 and stop-loss at 0.7650, 0.7640. The period of implementation is 2-3 days.


A breakdown of the level of 0.7636 may be a signal for further sales with targets at 0.7600 or 0.7586 and stop-loss at 0.7652. The period of implementation is 2-3 days.


American Express Company: wave analysis 18 December 2017, 08:58.


American Express Company: wave analysis.


On the 4-hour chart the upward momentum is forming within the third wave 3 of the higher level. Locally the third wave of the lower level (iii) of v is developing, within which the fifth wave v of (iii) is developing. If the assumption is correct, the price will grow to the levels of 102.00–104.00. The level of 96.87 is critical for this scenario.


Long positions will become relevant above the level of 96.87 with the targets at 102.00–104.00.


The breakdown and the consolidation of the price below the level of 96.87 will let the price go down to the levels of 92.68–87.35.


Boeing Company: wave analysis 18 December 2017, 08:56.


Boeing Company: wave analysis.


The upward momentum is forming within the third wave of the higher level 3. At the moment the ending wave of the lower level (v) of v of 3, within which the wave iii of (v) has ended, is developing. If the assumption is correct, the price will grow to the level of 305.00 after the local correction iv of (v). The level of 283.37 is critical for this scenario.


Long positions will become relevant during the correction, above the level of 283.37 with the target at 305.00.


The breakdown and the consolidation of the price below the level of 283.37 will let the price go down to the levels of 274.32–267.50.


USD/CAD: wave analysis 18 December 2017, 08:53.


USD/CAD: wave analysis.


On the 4-hour chart the first wave of the higher level 1 of (5) is developing. At the moment the fifth wave of the lower level v of 1, within which the wave (iii) of v is developing, is forming. If the assumption is correct, the pair will grow to the levels of 1.3000–1.3100. The level of 1.2714 is critical for this scenario.


Long positions will become relevant during the correction, above the level of 1.2714 with the targets at 1.3000–1.3100.


The breakdown and the consolidation of the price below the level of 1.2714 will let the pair go down to the level of 1.2437.


USD/JPY: wave analysis 18 December 2017, 08:51.


USD/JPY: wave analysis.


On the 4-hour chart the wave C of the higher level, within which the formation of the wave 3 of C has begun, is developing. At the moment the first wave of the lower level i of 3 has formed, and the downward correction ii of 3 has ended. If the assumption is correct, the pair will grow to the levels of 114.50–114.95. The level of 112.00 is critical for this scenario.


Long positions will become relevant during the correction, above the level of 112.00 with the targets at 114.50–114.95.


The breakdown and the consolidation of the price below the level of 112.00 will let the pair go down to the level of 110.84.


AUD/JPY: Ichimoku clouds 18 December 2017, 07:13.


AUD/JPY: Ichimoku clouds.


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Forex No Loss Robot Software.


Forex No Loss Robot gains our appreciation for trading consistently and profitability. No Loss is a splendid technology combination of Multiple Time Frame Confirmations and Heikin-Ashi. It is a set-it-up following the installation instructions and let-it-trade scenario.


Forex No Loss is a good MetaTrader trading robot.


1) Easy to install,


2) Excellent Customer Support,


3) No software technical problems,


5) Excellent profit.


An average of 2-3 trades close per day and they have all been profitable. Yes, every trade has closed for profit in both our demo trading account and in our live real money VPS trading account. However, there is no hard set stop loss. All take-profit and open trades are monitored by the program logic executing.


Forex No Loss has impressed us with its advanced take profit trading algorithms. It is near the best we’ve seen or tested. After a new trade is opened a take profit is established and displayed visually on the price chart. If momentum in the direction of the trade begins to fade while price is between its entry and take profit target No Loss will either exit the trade near its established take profit or place its stop loss between the current price and the price entry of the trade. If price does retrace the trade is closed for a profit, or price can continue toward the take profit price.


Its stop loss Forex trading algorithms work very well to grab profits effectively when the Forex market opens on Sunday and the currency pair gaps at open. Forex No Loss Robot has closed more than a few trades beyond its established take profit for that trade due to market opening price gaps.


Forex No Loss trades on any currency pair and combines the Heikin-Ashi indicator with Multiple Time Frame Confirmation algorithms to determine when it is appropriate to trade. One trade will be open for a particular currency pair at any given time, however No Loss analyzes the 5M, 15M, 30M, 1H and 4H time frames continuously for each currency pair for trading opportunities.


As instructed by the software installation video we let No Loss execute on 10 currency pairs simultaneously, and continue to run Forex No Loss on those 10 currency pairs. The largest draw-down on a currency pair has been 6% during a trade and typically have seen under 2.5%.


As downloaded the software is configured correctly for excellent trading and safe money management. It is recommended not to change or modify its default settings and parameters for trade management.


No Loss Robot.


No Loss Robot.


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You will receive a receipt with download link through .


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Product Description.


No Loss Robot.


It’s an automated forex trading robot that can actually do all the trading for you and give you profit without you lifting a single finger – AND it ACTUALLY WORKS.


It’s so powerful that it can give you profit without any trading experience or knowledge.


This system works and considered by many traders as one of the best forex trading system that you can actually use to make huge and consistent income.


This trading system is considered as the elite Forex Robot as it doesn’t have any trade loss. It only provide traders profitable trades that no other forex trading system can actually provide.


“Just so you don’t think I am exaggerating the scale of the No Loss Forex Robot, here are some of the features of the robot…”


Works on all account sizes.


Advanced early trends detectors.


Looks at 8 time frames at once.


Works on all market conditions.


Works on unlimited currency pairs.


Full money management built in.


Verifiable live account results.


Simple and easy to use trading system with no experience required.


As you can see, the No Loss Forex Robot is practically monstrous.


And, by the time I got my head around it, I needed a rest. But, I quickly focused in on the features that would work for me, and within a few days I started taking the robot to my existing accounts, and seeing if I could make them even more profitable.

Microstructure trading strategies


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Financial Markets and Trading: An Introduction to Market Microstructure and Trading Strategies.


Description.


Over the last decade, the financial landscape has undergone a significant transformation, shaped by the forces of technology, globalization, and market innovations to name a few. In order to operate effectively in today's markets, you need more than just the motivation to succeed, you need a firm understanding of how modern financial markets work and what professional trading is really about. Dr. Anatoly Schmidt, who has worked in the financial industry since 1997, and teaches in the Financial Engineering program of Stevens Institute of Technology, puts these topics in perspective with his new book.


Divided into three comprehensive parts, this reliable resource offers a balance between the theoretical aspects of market microstructure and trading strategies that may be more relevant for practitioners. Along the way, it skillfully provides an informative overview of modern financial markets as well as an engaging assessment of the methods used in deriving and back-testing trading strategies.


Details the modern financial markets for equities, foreign exchange, and fixed income Addresses the basics of market dynamics, including statistical distributions and volatility of returns Offers a summary of approaches used in technical analysis and statistical arbitrage as well as a more detailed description of trading performance criteria and back-testing strategies Includes two appendices that support the main material in the book.


If you're unprepared to enter today's markets you will underperform. But with Financial Markets and Trading as your guide, you'll quickly discover what it takes to make it in this competitive field.


Table of Contents.


Financial Markets: Traders, Orders, and Systems 3.


The Bid/Ask Spread 7.


Market Structures 9.


Continuous Order-Driven Markets 10.


Oral Auctions 11.


Call Auctions 12.


Quote-Driven Markets and Hybrid Markets 13.


Modern Financial Markets 15.


The U. S. Equity Markets 15.


Alternative Trading Systems 17.


European Equity Markets 18.


Spot FX Market 19.


The U. S. Fixed Income Markets 21.


High-Frequency Trading 22.


Inventory Models 26.


Risk-Neutral Models 26.


The Garman’s Model 26.


Amihud-Mendelson Model 29.


Models with Risk Aversion 29.


What Is Risk Aversion? 29.


The Stoll’s Model 31.


Market Microstructure: Information-Based Models 35.


One-Period Model 35.


Multi-Period and Multi-Insider Models 38.


Glosten-Milgrom Model 39.


Further Developments 41.


Models of the Limit-Order Markets 44.


The CMSW Model 44.


The Parlour Model 46.


The Foucault Model 47.


Equilibrium at Zero Volatility 48.


Volatility Effect 49.


New Developments 50.


Empirical Market Microstructure 53.


The Glosten-Harris Model 55.


Structural Models 56.


Recent Empirical Findings 58.


Equity Markets 58.


Global FX Spot Market 60.


Market Dynamics 63.


Statistical Distributions and Dynamics of Returns 65.


Prices and Returns 65.


The Efficient Market Hypothesis 66.


Random Walk and Predictability of Returns 68.


Recent Empirical Findings 69.


Fractals in Finance 72.


Basic Notions 75.


Conditional Heteroskedasticity 77.


Realized Volatility 79.


Market Risk Measurement 81.


Agent-Based Modeling of Financial Markets 86.


Adaptive Equilibrium Models 87.


Non-Equilibrium Price Models 89.


The Observable-Variables Model 91.


Modeling Efficiency of Technical Trading 94.


Modeling the Birth of a Two-Sided Market 95.


Trading Strategies 101.


Technical Trading Strategies 103.


Trend Strategies 105.


Filter Rules 105.


Moving-Average Rules 106.


Channel Breakouts 107.


Momentum and Oscillator Strategies 109.


Complex Geometric Patterns 113.


Arbitrage Trading Strategies 117.


Hedging Strategies 118.


Pair Trading 120.


Cointegration and Causality 121.


Pair Selection 123.


Arbitrage Risks 125.


Back-Testing of Trading Strategies 129.


Performance Measures 131.


Resampling Techniques 133.


Markov Chain Monte Carlo 135.


Random Entry Protocol 136.


Comparing Trading Strategies 137.


Bootstrap Reality Check 138.


New Developments 139.


Execution Strategies 142.


Benchmark-Driven Schedules 143.


Cost-Driven Schedules 145.


Risk-Neutral Framework 145.


Risk-Averse Framework 147.


The Taker’s Dilemma 151.


The Random Walk Model 153.


Simulations of the Execution Costs 154.


Probability Distributions 156.


Basic Notions 156.


Frequently Used Distributions 159.


The Uniform Distribution 159.


The Binomial Distribution 159.


The Poisson Distribution 160.


The Normal Distribution 160.


The Lognormal Distribution 161.


The Cauchy Distribution 162.


The Gamma Distribution 162.


Stable Distributions and Scale Invariance 162.


Elements of Time Series Analysis 165.


The Autoregressive Model 165.


The Moving Average Model 167.


The ARMA Model 168.


Trends and Seasonality 170.


Multivariate Time Series 172.


About the Author 190.


Author Information.


—Bruce Mizrach, Associate Professor, Department of Economics, Rutgers University.


"I recommend Financial Markets and Trading as the insider's look at the structure, practices, and conventions of financial markets, especially within the OTC wholesale environment. Anatoly Schmidt does an excellent job in evaluating and applying various theoretical aspects of creating, testing, and implementing trading programs within several markets and asset classes. I plan to use his book in the curriculum of the Financial Engineering Program at Kent State University."


—John Donato, VP, ICAP PLC; Instructor, Kent State MSFE Program.


"Alec Schmidt has written an excellent textbook that details the complex workings of 21st-century equity markets. His textbook is unique in combining the theory and practice of market microstructure with an extensive, practitioner-oriented treatment of trading strategies."


—Craig Holden, Professor of Finance, Indiana University.


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Financial Markets and Trading: An Introduction to Market Microstructure and Trading Strategies (£80.00 / €86.40)


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Trading Strategies and Market Microstructure: Evidence from a Prediction Market.


The Journal of Prediction Markets 10 (1), 1-29, 2016.


29 Pages Posted: 9 Sep 2013 Last revised: 4 Oct 2016.


David M. Rothschild.


Microsoft Research - NYC.


Rajiv Sethi.


Columbia University, Barnard College - Department of Economics; Santa Fe Institute.


Date Written: November 22, 2015.


We examine transaction-level data from Intrade's 2012 presidential winner market for the entire two-year period for which trading occurred. The data allow us to compute key statistics, including volume, transactions, aggression, directional exposure, holding duration, margin, and profit for each of 6,300 unique trader accounts. We identify a diverse set of trading strategies that constitute a rich market ecology. These range from arbitrage-based strategies with low and fleeting directional exposure to strategies involving large accumulated positions in one of the two major party candidates. Most traders who make directional bets do so consistently in a single direction, unlike the information traders in some canonical models of market microstructure. We present evidence suggestive of manipulation by a single large trader, and consider the possible motives for such behavior. Broader implications for the interpretation of prices in financial markets and the theory of market microstructure are drawn.


Keywords: Prediction Markets, Market Microstructure, Trading Strategies, Manipulation.


JEL Classification: G12, D83, D84.


David Rothschild.


Microsoft Research - NYC ( )


641 6th Ave., 7th Floor.


New York, NY 10011.


Rajiv Sethi (Contact Author)


Columbia University, Barnard College - Department of Economics ( )


New York, NY 10027.


Santa Fe Institute.


1399 Hyde Park Road.


Santa Fe, NM 87501.


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Capital Markets: Market Microstructure eJournal.


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Quant Trading Books.


Please select a category:


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This category is curated by: Kris Longmore of Robot Wealth.


Kris is a former engineer and hedge fund quant. He founded Quantify Partners and Robot Wealth, both of which facilitate the pursuit of his obsession with machine learning and algorithmic trading.


(*) Note that Quant Start’s books are only available from their website. We are neither affiliated with Quant Start, nor compensated for this link. We simply enjoy promoting the work of the good guys.


Books curated by the best:


These books are curated by the top rated authors in our community:


When you order through this page, Amazon tosses a few shekels our way. There's no additional cost to you, and it's a great way to show your love for Quantocracy.


Copyright © 2015 · Site Design by: The Dynamic Duo.

Reporting employee stock options on tax return


Reporting employee stock options on tax return


If you receive an option to buy stock as payment for your services, you may have income when you receive the option, when you exercise the option, or when you dispose of the option or stock received when you exercise the option. There are two types of stock options:
Options granted under an employee stock purchase plan or an incentive stock option (ISO) plan are statutory stock options . Stock options that are granted neither under an employee stock purchase plan nor an ISO plan are nonstatutory stock options .
Refer to Publication 525, Taxable and Nontaxable Income , for assistance in determining whether you've been granted a statutory or a nonstatutory stock option.
Statutory Stock Options.
If your employer grants you a statutory stock option, you generally don't include any amount in your gross income when you receive or exercise the option. However, you may be subject to alternative minimum tax in the year you exercise an ISO. For more information, refer to the Form 6251 (PDF). You have taxable income or deductible loss when you sell the stock you bought by exercising the option. You generally treat this amount as a capital gain or loss. However, if you don't meet special holding period requirements, you'll have to treat income from the sale as ordinary income. Add these amounts, which are treated as wages, to the basis of the stock in determining the gain or loss on the stock's disposition. Refer to Publication 525 for specific details on the type of stock option, as well as rules for when income is reported and how income is reported for income tax purposes.
Incentive Stock Option - After exercising an ISO, you should receive from your employer a Form 3921 (PDF), Exercise of an Incentive Stock Option Under Section 422(b) . This form will report important dates and values needed to determine the correct amount of capital and ordinary income (if applicable) to be reported on your return.
Employee Stock Purchase Plan - After your first transfer or sale of stock acquired by exercising an option granted under an employee stock purchase plan, you should receive from your employer a Form 3922 (PDF), Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c) . This form will report important dates and values needed to determine the correct amount of capital and ordinary income to be reported on your return.
Nonstatutory Stock Options.
If your employer grants you a nonstatutory stock option, the amount of income to include and the time to include it depends on whether the fair market value of the option can be readily determined .
Readily Determined Fair Market Value - If an option is actively traded on an established market, you can readily determine the fair market value of the option. Refer to Publication 525 for other circumstances under which you can readily determine the fair market value of an option and the rules to determine when you should report income for an option with a readily determinable fair market value.
Not Readily Determined Fair Market Value - Most nonstatutory options don't have a readily determinable fair market value. For nonstatutory options without a readily determinable fair market value, there's no taxable event when the option is granted but you must include in income the fair market value of the stock received on exercise, less the amount paid, when you exercise the option. You have taxable income or deductible loss when you sell the stock you received by exercising the option. You generally treat this amount as a capital gain or loss. For specific information and reporting requirements, refer to Publication 525.

How do I enter income from exercising stock options?
The tax implications depend on whether you exercise your option with a 'same-day sale' or if you use the money from exercising your stock options to immediately purchase and hold company shares. The vast majority of people exercise their options using a same-day sale.
Same-day sale - With a same-day sale, the stockbroker purchases the shares on your behalf at your option price, then immediately sells them again at the market price. Your employer records a taxable benefit in box 38 of your T4 slip for the difference between the fair market value of the share when you exercised the option and your option price. This amount is converted to Canadian dollars using the exchange rate for the date of exercise, and is included in employment income. It will be on your T4 slip.
On February 19, 2010 , an employee is granted an option to purchase 10,000 of the employer's shares at $10 per share. The option can be exercised immediately.
The employer will include the $20,000 on the employee's 2010 T4 slip. The employer will also report a stock option deduction on the employee's T4.
Stock option deduction.
When you exercise stock options, your T4 slip will also include an entry in box 39 or 41 for a stock option deduction. This deduction ensures that your stock option benefit gets the same tax treatment as ordinary profit on the sale of stock (capital gain). The deduction is 1/2 of the taxable benefit.
When you enter the amounts from your T4 slip in the T-slips and receipts entry screen, TurboTax transfers the amount from box 38 to line 101 of your T1 General and the amount from box 39 or 41 to line 249.
If you hold the shares instead of selling them.
If you don't sell the stock, you still have to report the benefit in the year you exercise the options, unless you defer the taxable benefit . See Deferring the benefit for details.
When you sell the shares, you may realize a capital gain or loss . You have to report the capital gain or loss in the year you dispose of the securities.
Generally, you report the transaction in the "Mutual fund units and other shares including publicly traded shares" area of Schedule 3 of your return. However, if the eligible securities are qualified small business corporation shares, report the transaction in the "Qualified small business corporation shares" area instead.
You report the transaction in the Investments Profile area in the Income section of the regular Interview.
Select all the checkboxes that apply to you, including Capital Gains or Losses . In the Capital Gains Profile , select Sold stocks, bonds, real estate, or other capital property . Then, in the Stock Sales and Other Property Profile, select Sold mutual fund units and other shares including publicly traded shares , then proceed through the interview.
Or click Take Me There to go there now.
Proceeds of Disposition is the money you received when you sold the stock.
To calculate the adjusted cost base of your shares, add the following two amounts:
the actual price you paid to purchase the shares; and.
When you buy shares through an employee stock program, your employer records a taxable benefit in box 38 of your T4 slipT4 slip for the difference between the fair market value of the share when you exercised the option and your option price. This amount will be converted to Canadian dollars using the exchange rate for the date of exercise, and is included in employment income. It will be on your T4 slip.
On February 19, 2010 , an employee is granted an option to purchase 10,000 of the employer's shares at $10 per share. The option can be exercised immediately.
The employer includes the $20,000 taxable benefit on the employee's 2010 T4 slip.
Stock option deduction: Your T4 slip will also include an entry in box 39 or 41 for a stock option deduction. This deduction ensures that your stock option benefit gets the same tax treatment as ordinary profit on the sale of stock (capital gain). The deduction is 1/2 of the taxable benefit.
Outlays and Expenses include amounts you paid to buy and sell the securities, such as stockbroker fees.
In 2004, an eligible employee of Widget Corporation, received an option to buy 5,000 eligible shares at $9 each (the actual FMV of each share at the time the option was granted).
Widget Corporation is not a Canadian-controlled private corporation. On February 1, 2010 , Emily exercised her option to buy the shares. The FMV of the shares at that time was $15 each. In 2011 , she sells her shares for $20 each.
Emily's tax implications are as follows:
In 2005 , when she was granted the option, there were no tax implications.
In 2004 , when she bought the shares, the taxable benefit on the entire 5,000 shares she purchased is calculated as follows:
There are no tax implications because she elected to defer the taxable benefit arising from the purchase of shares by filing Form T1212, Statement of Deferred Security Options Benefits , with $30,000 entered on line 2.

How to Report Stock Options on Your Tax Return.
Updated for Tax Year 2017.
Stock options give you the right to buy shares of a particular stock at a specific price. The tricky part about reporting stock options on your taxes is that there are many different types of options, with varying tax implications.
The underlying principle behind the taxation of stock options is that if you receive income, you will pay tax. Whether that income is considered a capital gain or ordinary income can affect how much tax you owe when you exercise your stock options. There are two main types of stock options: Employer stock options and open market stock options.
Receiving an Employer Stock Option.
The two main types of stock options you might receive from your employer are:
These employer stock options are often awarded at a discount or a fixed price to buy stock in the company. While both types of options are often used as bonus or reward payments to employees, they carry different tax implications.
The good news is that regardless of the type of option you are awarded, you usually won't face any tax consequences at the time you receive the option. No matter how many statutory or non-statutory stock options you receive, you don't have to report them when you file your taxes until you exercise those options, unless the option is actively traded on an established market or its value can be readily determined. This exception is rare but does happen at times.
Exercising an Option.
When you exercise an option, you agree to pay the price specified by the option for shares of stock, also called the award, strike, or exercise price. For example, if you exercise the option to buy 100 shares of IBM stock at $150/share, at the time of exercise you'll effectively exchange your option for 100 shares of IBM stock, and you'll no longer have the right to buy additional IBM shares at $150/share.
When you exercise an incentive stock option (ISO) , there are generally no tax consequences, although you will have to use Form 6251 to determine if you owe any Alternative Minimum Tax (AMT). However, when you exercise a non-statutory stock option (NSO) , you're liable for ordinary income tax on the difference between the price you paid for the stock and the current fair market value.
If you exercise a non-statutory option for IBM at $150/share and the current market value is $160/share, you'll pay tax on the $10/share difference ($160 - $150 = $10). For example:
100 shares x $150 (award price)/share = $15,000 100 shares x $160 (current market value)/share = $16,000 $16,000 - $15,000 = $1,000 taxable income.
Since you'll have to exercise your option through your employer, your employer will report the amount of your income on line 1 of your Form W-2. You should include this in your ordinary wage or salary income when you file your tax return.
Selling Stock.
When you sell stock you've acquired via the exercise of any type of option, you might face additional taxes. Just as if you bought a stock in the open market, if you acquire a stock by exercising an option and then sell it at a higher price, you have a taxable gain. If you satisfy the holding period requirement, by either keeping the stock for 1 year after exercising the option or 2 years after the grant date of the option, you will report a long-term capital gain, which is usually taxed at a lower rate.
If you don't meet the holding period requirement, your gain is considered short-term and taxable as ordinary income. You should report a long-term gain on Schedule D of Form 1040. A short-term gain should appear in box 1 of your W-2 as ordinary income, and you should file it as wages on line 7 of Form 1040.
Open Market Options.
If you buy or sell a stock option in the open market, the taxation rules are similar to options you receive from an employer. When you buy an open-market option, you're not responsible for reporting any information on your tax return.
However, when you sell an option -- or the stock you acquired by exercising the option -- you must report the profit or loss on Schedule D of your Form 1040. If you've held the stock or option for less than one year, your sale will result in a short-term gain or loss, which will either add to or reduce your ordinary income. Options sold after a one year or longer holding period are considered long-term capital gains or losses.
When you use TurboTax to prepare your taxes, we’ll do these calculations and fill in all the right forms for you. We can even directly import stock transactions from many brokerages and financial institutions, right into your tax return.
From stocks and bonds to rental income, TurboTax Premier helps you get your taxes done right.
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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

Reporting employee stock options on tax return


The tricky part about reporting stock options on your taxes is that there are . as bonus or reward payments to employees , they carry different tax implications.
Topic No. 427 Stock Options | Internal Revenue Service.
Sep 21, 2017 . Stock options that are granted neither under an employee stock . However, you may be subject to alternative minimum tax in the year you exercise . employer a Form 3921 (PDF), Exercise of an Incentive Stock Option Under .
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs .
Stock options and employee stock purchase plans bring their own special issues to . Alert: For stock sales, you must file with your tax return IRS Form 8949 and .
Non-Qualified Stock Options - TurboTax Tax Tips & Videos.
Exercising options to buy company stock at below-market price triggers a tax bill. . The hope is that by the time the employee's options vest—that is, at the time the . Line 7 when you fill out your tax return for the year you exercise the option .
A Guide to Employee Stock Options and Tax Reporting Forms.
Aug 4, 2015 . Here are some of the more common employee stock options and plans, and the necessary tax reporting forms , to make tax time less stressful.
Learn About Incentive Stock Options and the Taxes.
Jul 7, 2017 . Incentive stock options enjoy favorable tax treatment compared to other forms of employee compensation. Learn about ISO and what the tax .
How to avoid paying double tax on employee stock options - SFGate.
Jan 16, 2015 . Anyone who participates in an employee stock option or stock purchase . taxation , unless the employee makes an adjustment on Form 8949.
Stock Option Compensation—Warnings for the Unwary.
Sep 8, 2015 . Stock options are a popular form of compensation provided to employees . employment tax withholding and Form W - 2 reporting requirements.

вторник, 26 июня 2018 г.

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The reality is that we're are on a mission to help you make smarter investments and trades - it's just that simple . So if that means pulling back the curtain on everything you know ( or thought you knew ) about options trading and the stock market then so be it.
If you're looking for inspiration, motivation, and ACTIONABLE advice during your daily commute, workout, or "me" time, then you've come to the right place. Each week we'll highlight a new trading topic, break-down a case study or interview someone awesome about options. To get updates just subscribe to the show with your favorite player to the left.
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July 16, 2015 by Steve.
Here are some high quality trading podcasts I enjoy listening to. I have also appeared on 4 out of 5 of these as an interview. I think you will enjoy them for their informative formats. I found all of their interview skills to be outstanding.
Michael Covel Podcast: 2.5 million plus listens & 300 plus episodes. Bringing brutally honest insight, perspective, and wit together from the brightest and most accomplished minds within the markets.
Trading Story: Practical & Inspiring Interviews and Tips for NEWER Traders.
Better System Trader : For traders who ever asked themselves:
“Where can I find trading strategies that actually work?” “How can I protect my money during unfavorable market conditions?” “Where can I find more trading ideas?” “How can I create and validate my own strategies properly?” “Who can I trust to provide information that is not designed to rip me off?”
Chat with Traders: A weekly podcast interviewing profitable traders, hosted by Aaron Fifield.
Don’t Talk About Your Stocks: Some great interviews with market wizards, traders, and trading authors. Unfortunately, Andrew Selby quit the site, but these valuable interviews remain.
The Master’s Traders Workshop: Here is my idea: I am myself a new trader. I will interview another new trader, or rather, have a conversation with him like the two apprentices had. Afterwards, the Master will talk about that conversation and provide feedback to the new trader. That’s the idea behind The Master Trader’s Workshop .
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Traders Podcast.
Ep 577: When Rob Closes a Mac, He Opens Windows.
by Natalie Pyles on December 7, 2017.
Thanks, in part, to the long-suffering influence of Traders Podcast listener, Talon, your host Rob Booker recently moved from the Mac platform back to Windows for trading. In Episode 577, Rob and the producer Jason Pyles talk about Rob’s readjustment as he gets used to Windows once again.
This unusual episode features “Dark Rob” talking about a light topic. You hear about surprising developments such as Rob giving up his iPhone X and starting to read the Bible again. Rob doesn’t preach any scripture, but he talks about the clarity he has gained from spending less time on his phone. [click to continue…]
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Ep 576: Bot-A-Thon or: How to Trade When You Already Have a Full-Time Job.
by Natalie Pyles on November 30, 2017.
In Episode 576 of The Traders Podcast, your host Rob Booker talks to the producer Jason Pyles about a text he received from Paul, who works a full-time career as a pilot. Because Paul travels on long-haul flights, it proves to be difficult for him to monitor his trades.
Many currency traders complain that they can’t trade as their full-time job because they already have to work a non-trading-related full-time job and can’t be distracted by devoting their time and attention toward the markets. But that’s where automated trading can be helpful. In Episode 576, Rob talks about some of the finer points of robot trading.
Thanks for listening to The Traders Podcast. We release new episodes every Tuesday and Thursday . Subscribe free in iTunes and join us!
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Ep 575: Are North Korean Hackers Targeting Bitcoin?
by Natalie Pyles on November 28, 2017.
We’re not really known for being conspiracy theorists, but in Episode 575 of The Traders Podcast, your host Rob Booker and the producer Jason Pyles discuss the continued meteoric rise of bitcoin and whether it is the target of North Korean hackers.
Thanks for listening to The Traders Podcast. We release new episodes every Tuesday and Thursday. Subscribe free in iTunes and join us!
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Ep 574: Put Down That iPhone X, and Back Away Slowly.
by Natalie Pyles on November 23, 2017.
Happy Thanksgiving from your friends at The Traders Podcast! In Episode 574, your host Rob Booker talks to the producer Jason Pyles about his disappointment with the iPhone X and smartphone culture in general. Listen as Rob considers taking a hiatus from smartphones for a while.
Thanks for listening to The Traders Podcast. We release new episodes every Tuesday and Thursday. Subscribe free in iTunes and join us!
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Ep 573: Is the Tax Plan Going to Be a Reality?
by Natalie Pyles on November 16, 2017.
Good morning traders! Welcome to The Traders Podcast with your hosts Rob Booker and the producer Jason Pyles. Today we are bringing you episode 573. Listen in as we talk about the tax cuts we have been hearing about in the news, surely you’ve been hearing about them, too. Is this new tax plan really going to be a reality? And if so, what would the repercussions be?
Throughout the show we land on the idea that it is OK to be wrong. Rob recommends checking out the book Thinking Fast and Slow by Daniel Kahneman. Thanks for joining us!
The Traders Podcast releases new episodes every Tuesday and Thursday. Subscribe free in iTunes!
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Ep 572: Learn How to Fall Like a Black Belt.
by Natalie Pyles on November 16, 2017.
In Danzan Ryu Jujitsu (and other forms of martial arts), taking falls is inevitable. A martial artist will be thrown, and he or she must learn how to fall like a black belt to avoid major injury. There are two ways to take a fall: the way your opponent wants to throw you, or you can actually choose to take control of your own fall and assist your opponent in throwing you so you can remain in control of how you fall and particularly how you land. This is how you fall like a black belt and avoid getting injured.
In Episode 572 of The Traders Podcast, your hosts Rob Booker and Jason Pyles draw some parallels to the inevitability of taking a financial loss when trading the markets (and being in control of your own “financial fall” to avoid catastrophic injury). We discuss the inevitable and eventual fall of Bitcoin and whether that great fall is nigh… Join us!
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Ep 571: The Trading Hunch: Intuition That Comes From Experience.
by Natalie Pyles on November 9, 2017.
Welcome! In Episode 571 of The Traders Podcast, your hosts Rob Booker and the producer Jason Pyles talk about the benefits that come from experience.
Have you ever noticed how you can tell in the first few minutes if a movie will be good or bad? You just know! You’ve probably had a lot of experience with movies and you know what to look for to identify a good movie. Applying the same concept to trading, let’s talk about intuition.
How can you tell in just a few minutes if a trade is going to be good or bad?
There are 3 phases that every trader goes through. First, the trader is excited about all of their trades. Second, the trader experiences boredom. And third, the trader starts to break out of the box. But here’s the key: in order to break out of the box a trader must have the experience under their belt to help them have that all-important intuition.
Thanks for listening to The Traders Podcast. We release new episodes every Tuesday and Thursday. Subscribe free in iTunes and join us!
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Ep 570: Anticipation Is More Powerful Than Reality.
by Natalie Pyles on November 2, 2017.
Welcome! In Episode 570 of The Traders Podcast, your hosts Rob Booker and the producer Jason Pyles talk about an important lesson: the recurring cycle in the markets which teaches us that anticipation is more powerful than reality. Rob talks about this principle in relation to the stock market’s reaction to the expectation of tax cuts.
We also talk about the problem with deciding how we think things should be rather than recognizing the way things actually are. Rob also tells us about an in-flight discussion he had with an oil trader. Thanks for listening to The Traders Podcast. We release new episodes every Tuesday and Thursday. Subscribe free in iTunes and join us!
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Ep 569: Why Don’t You Just Stop Doing What Doesn’t Work?
by Natalie Pyles on October 31, 2017.
Happy Halloween! Welcome to The Traders Podcast with your hosts Rob Booker and the producer Jason Pyles. Want to talk about something really scary? Episode 569 is a listener feedback “mailbag” episode whose questions coincidentally pertain to discipline in trading. We talk about how getting what you want requires making tough decisions to do things that are difficult. During the course of this show, we field questions from Steve, Tyler and a person we call “Grateful.” Join us!
The Traders Podcast releases new episodes every Tuesday and Thursday. Subscribe free in iTunes!
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Ep 568: Are You a Professional Victim of Currency Trading?
by Natalie Pyles on October 26, 2017.
In Episode 568 of The Traders Podcast, your hosts Rob Booker and the producer Jason Pyles talk about fear and how bad experiences with trading can haunt you and tend to affect your perception of yourself and your ability to trade successfully.
Jason cites singer-songwriter Glen Phillips who sings about this victim-mentality rut in his song, “Professional Victim.” Technically, the possibility of success always exists, so it’s never completely impossible to make money. Unfortunately, sometimes we convince ourselves of the defeatist C-3PO perspective that “we seem to be made to suffer” and that being an unprofitable trader is just “our lot in life.”
Join us for Episode 568, so Rob can explain how to break out of the victim cycle of abuse from the currency markets. Thanks for listening to The Traders Podcast. We release new episodes every Tuesday and Thursday. Subscribe free in iTunes and leave us a review!
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"Options Basics" will introduce you to the terminology, basic components, and mechanics of options. This class is designed for those who have little or no understanding of options and is designed to arm you with a basic entry-level understanding of options.
This course covers: resources for determining option symbols; equity option expiration cycles; option symbology keys; and some of the convenient features found in a typical, online option chain.
This course covers some of the most basic terms that make up the language of equity options, a lingo that may seem foreign to option novices. Along with many of these terms you’ll find brief, introductory discussions of their underlying concepts.
"Covered Calls" introduces one of the simplest, yet most widely used, option strategies - the covered call. The class chapters cover the strategies, alternatives, and potential outcomes of entering into this option strategy. At the completion of the chapters and prior to the final quiz, you should understand what a covered call is, the risks, the benefits, and when an investor would choose to enter into this type of position.
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Joe Harwood from the OIC Help Desk reviews some basic options concepts and terminology. Without getting into complicated jargon and abstract concepts, he covers options' place in the financial markets, explains how they can be used in broad terms, and then slowly works into some of the first fundamental lessons.
OIC instructor Steve Meizinger of the International Securities Exchange presents a review of the basics of options and how they can be used as a part of your investment portfolio.
Created from the Options Basics webcast utilizing new technology and interactive elements, this podcast covers options basics and is presented by Bill Ryan, a member of our OIC Help Desk (1-888-OPTIONS). From the history of options to the basics of puts and calls, Bill Ryan engages you in a webcast unlike anything we've offered before.
OIC instructor Dan Passarelli, an industry professional, presents basic concepts for the beginning investor, noting the flexibility of options.
Dan Passarelli, an industry professional, discusses fundamental terms and the mechanics behind options. This podcast also contains examples for the beginning investor to test his or her knowledge.
Join OIC instructor Dan Passarelli as he defines covered calls, a popular options strategy to consider when "neutral to bullish" on a particular stock. Dan covers the strategies, alternatives, and potential outcomes of entering into this option strategy. He discusses when an investor would choose to enter into this type of position as well as the risks and benefits.
Join OIC instructor Dan Passarelli as he kicks off this ten part series for experienced investors with a review of options basics. He reacquaints you with buying and selling calls and puts, plus other fundamental concepts.
OIC instructor Steve Meizinger of the International Securities Exchange presents a review of the basics of options and how they can be used as a part of your investment portfolio.
In this podcast, OIC instructor Steve Meizinger of the International Securities Exchange introduces the Covered Call and why an investor who is neutral to slightly bullish on an underlying stock should consider using this popular options strategy.
OIC Instructor Al Brinkman provides an overview of important concepts and strategies that will help you to better understand how to enhance your portfolio through options.
In this podcast, OIC Instructor Al Brinkman continues his discussion about key terminology that every options trader should be familiar with whether you are experienced or just starting out in the options market.
In this first podcast of the Understanding and Trading Options Spread Strategies series, OIC Instructor Alan Grigoletto reviews essential options basics and discusses some of the mechanics that go into buying and selling options.
Host Joe Burgoyne speaks with Bill Ryan from OIC's Help Desk and Todd Rich, an OIC instructor, about what exactly is a covered call, how it can be used and how it compares to the collar strategy.
This podcast focuses on defining long and short calls and puts. OIC Instructor Aubree Greenspun and host Joe Burgoyne review terminology and discuss how these strategies compare and contrast with one another.
Host Joe Burgoyne responds to real-life inquires that come through OIC's Help Desk. This podcast will focus on what is the Options Disclosure Document and how an investor can find a broker.
In this podcast, host Joe Burgoyne, OIC Instructor Bo Nobel and Jeff Huddleston from the OIC Help Desk discuss ETFs – what they are, how they are constructed and what are the risks and benefits.
OIC Instructor Bo Nobel and Jeff Huddleston of the OIC Help Desk join host Joe Burgoyne in discussing how to get started in trading options - important first steps to take as well as what tools and resources are available to help investors to better understand options.
OIC Instructor Alan Grigoletto and Darren Tait of OIC's Investor Services Help Desk share their insight on what investors should consider when deciding if options is right for their portfolio. They'll discuss options as a risk management tool, ways it can be used to generate income as well as the risks and rewards of options trading.
Phil Gocke, Managing Director for OIC and Joe Harwood from OCC’s Investor Services speak with host Joe Burgoyne about the collar strategy. This podcast will discuss what the collar strategy entails, how it can be used, as well as the risks and rewards.
If you are considering trading options, this podcast will help you understand some important steps for your first trade and what every investor needs to know to get started. OIC Instructor Peter Lusk from CBOE joins host Joe Burgoyne for the first of this two-part series.
CBOE's Peter Lusk wrap up his discussion with OIC host Joe Burgoyne about what investors may experience when they start trading options. This podcast will focus on how investors can ready themselves against the unexpected and what is needed in planning an exit strategy.
Phil Gocke, Managing Director for OIC and Joe Harwood from OCC's Investor Services speak with Options Talk host Joe Burgoyne about how rumors in the marketplace can create speculation and uncertainty in a way that can impact options pricing.
This podcast will explore how technology has evolved within the options industry over the past few decades and how these advances have shaped the current marketplace. OIC Instructor Todd Wilemon from NYSE Arca and Dave Stuber from OCC’s Investor Services join host Joe Burgoyne in the discussion.
Options Videos - Fundamental I.
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The Options Industry Council presents a video designed to introduce investors to exchange-listed options, and to learn about what educational resources are available to help individuals make responsible investment choices.
Part 1: Introduction (length: 2:30 minutes)
Part 2: Getting Started (length: 2:45 minutes)
Part 3: Resources (length: 6:12 minutes)
Part 4: Call Options (length: 7: 58 minutes)
Part 5: LEAPS (length: 2:44 minutes)
Part 6: Options & Risk (length: 1:45 minutes)
Part 7: Put Options (length: 4:55 minutes)
Part 8: Q & A (length: 21:05 minutes)
Part 9: ETFs (length: 1:41 minutes)
The panel explains what are options on ETFs or Exchange Traded Funds.
Some of the information presented in this video has been updated since the original taping date in 2006.
Options Courses - Fundamental II.
Active Courses.
"Buying Calls" introduces buying calls as a directional, decidedly bullish strategy. This course covers profit potential, maximum risk, primary benefits, and how the choice of a long call's strike price and expiration month can allow an investor to tailor both risk of loss and profit potential. At the conclusion of the chapters and prior to the final quiz the student should know and understand all the topics.
"Buying Puts" introduces buying puts as a directional, decidedly bearish strategy. This course covers profit potential, maximum risk, primary benefits, and how the choice of a long put's strike price and expiration month can allow an investor to tailor both risk of loss and profit potential. At the conclusion of the chapters and prior to the final quiz the student should know and understand all the topics.
"Options Strategies in a Bullish Market" has been designed to illustrate some of the most common strategies to take advantage of a bull market. This course, which explores option strategies in a bull market, is the first in a series designed to help you identify what may be an appropriate strategy in specific market environments, why you use options, and potential risks or rewards they offer. At the completion of the chapters and prior to the final quiz the student should know and understand all of the components in the conclusion.
"Options Strategies in a Bearish Market" is designed to expose the different ways that options can limit risk or increase profit in a Bear Market. This course discusses the various option strategies that take advantage of a Bear market. At the conclusion of this course and prior to the final quiz the student should be comfortable with the all Bear market strategies.
Options Podcasts - Fundamental II.
Active Courses.
Join Darren Tait, a Senior Representative at the Options Industry Council, as he introduces options pricing. Learning how options are priced may help you make more knowledgeable investment decisions.
Bill Ryan, a Senior Representative for the Options Clearing Corporation, discusses where and what options exchanges are as well as some of the basic influences routinely driving the market up and down. He also explains what you might do to prepare to make a trade in terms of setting your expectations and the kind of strategies available that might suit those expectations.
In this podcast, Jeff Huddleston, a Senior Specialist at the OIC Help Desk, covers what brokerage firms are and what they do. He discusses the types of accounts you can use for equity options trading as well as provides a brief overview of the types of orders you might use and how your options orders are executed.
In this podcast, OIC instructor Dan Passarelli introduces buying calls as a directional, decidedly bullish strategy. He covers profit potential, maximum risk, primary benefits, and how the choice of a long call's strike price and expiration month can allow an investor to tailor both risk of loss and profit potential.
OIC instructor Dan Passarelli introduces buying puts as a directional, decidedly bearish strategy. He covers profit potential, maximum risk, primary benefits, and how the choice of a long put's strike price and expiration month can allow an investor to tailor both risk of loss and profit potential.
This podcast introduces LEAPS®, or long-term options. LEAPS® offer investors an alternative to stock ownership. While using LEAPS® does not ensure success, having a longer amount of time for your position to work is an attractive feature for many investors.
This podcast features a discussion about various concepts that can have a significant effect on pricing behavior and how terms such as implied volatility and delta can greatly impact how an option price responds in the marketplace.
This podcast is a review of essential strategies to consider when buying calls and how purchasing out-of-the-money, in-the-money and at-the money calls can impact your potential return. Also, find out about some advanced strategy selection concepts that will help you make sound decisions when purchasing calls.
Presented by OIC instructor Steve Meizinger, who covers the formulas used for calculating rates of return when using options.
In this podcast, OIC instructor Steve Meizinger of the International Securities Exchange discusses common misconceptions about the Covered Call strategy. If you are an investor who is neutral to slightly bullish on an underlying stock, check out these podcasts today!
OIC Instructor Al Brinkman explains the ins and outs of call options, and then discusses the significance of premium and time value as it relates to option strategies"
This podcast discusses the reasons behind buying calls or puts and the differing approaches that may be taken by an options investor versus an options trader.
In this fifth installment of the series, you will learn about options pricing and some of the realistic expectations to consider when determining how an option will perform in the market.
Learn how to better understand which options trading style works best for you with this new podcast series from OIC that covers both basic and advanced strategies, the Greeks and various trade-offs when it comes to risks and rewards.
Learn how to better understand which options trading style works best for you with this new podcast series from OIC that covers both basic and advanced strategies, the Greeks and various trade-offs when it comes to risks and rewards.
OIC Instructor Marty Kearney and Jeff Huddleston of the OIC Help Desk speak with host Joe Burgoyne about what investors need to understand about Early Exercise. Topics covered on the show include reasons why Early Exercise may happen and how it can impact American-style options versus European-style options.
Host Joe Burgoyne continues his conversation on Early Exercise with Jeff Huddleston of the OIC Help Desk and OIC Instructor Marty Kearney by discussing the early exercise of puts and the level of randomness that takes place in the early assignment process.
In this podcast host Joe Burgoyne, OIC Instructor Barry Nobel and Joe Harwood, Manager of the OIC Help Desk discuss order types – what they are and how they are used.
This podcast covers two core strategies that investors should be familiar with when trading options. Host Joe Burgoyne and OIC instructor Aubree Greenspun discuss how covered calls compare with writing puts and the potential risks and benefits of implementing each of these strategies.
In part one of this two part series, Jim Bittman of the Chicago Board Options Exchange and Darren Tait of OIC’s Help Desk explore the differences between American and European Style Options and discuss how dividends can be impacted by these types of options.
Host Joe Burgoyne continues his discussion on American and European Style Options by discussing the methodology in using these particular option styles and some of the strategies associated with each. Guests Darren Tait of the OIC Help Desk and Jim Bittman from the Chicago Board Options Exchange share their perspectives.
Host Joe Burgoyne and OIC Instructor Barry Nobel discuss what happens when option pricing appears to be too good to be true. This podcast will cover some possible reasons that pricing may appear differently than the models suggest and what potential risks investors should be aware of when coming across “too good to be true” scenarios.
In the second half of this two-part series, host Joe Burgoyne picks up his conversation with OIC Instructor Barry Nobel about “too good to be true” scenarios. Joe and Barry go over some specific examples of options pricing that falls into this category and review how corporate actions like mergers and takeovers can create unusual pricing scenarios.
OIC Instructor Barry Nobel joins host Joe Burgoyne in discussing Standard and Quarterly Options. This podcast will cover the differences between the two option types and how an investor can benefit from using them.
Host Joe Burgoyne responds to an investor who wants to know how open interest impacts their order and then he will discuss whether an investor can be long and short the exact same option at the same time.
Host Joe Burgoyne will discuss the intricacies of options trading in penny increments and whether or not options can be traded on any listed stock.
Host Joe Burgoyne will cover some important options terminology that every investor should know and then share how an investor would go about finding equity option position limits.
Host Joe Burgoyne will discuss one way to select the proper strike price when purchasing an option and then he'll respond to an investor who is wondering about why their option didn't move as much as the underlying stock.
Darren Tait of the OCC's Investor Services and Alan Grigoletto, OIC's Director of Education join host Joe Burgoyne in discussing various strategies an investor may want to consider during a bull market. This podcast will highlight the risk and rewards of buying calls, cash secured puts and vertical spreads.
This podcast will explore the historical development of the options industry including how the Greeks may have used options, what it was like trading prior to the existence of put options and how the industry has fared over the past four decades. OIC Managing Director Phil Gocke and Joe Harwood from OCC's Investor Services join host Joe Burgoyne in the discussion.
Host Joe Burgoyne will explain whether an investor can exercise their right to buy the stock at any time up to the expiration date and then he'll discuss whether an investor has to have cash or stock in their account to buy or sell the shares of stock that underlie an option when exercising a put or call.
OIC host Joe Burgoyne will explain whether a broker will "automatically" exercise an option if it expires in-the-money and then he'll discuss the assignment of a short call option that is in-the-money.
In this special four-part series on taxes and investing, host Joe Burgoyne speaks with options tax expert Bill Paul from Covington & Burling LLP. This podcast explores basic tax treatments of one-sided equity options such as long calls and short puts.
Host Joe Burgoyne and options tax expert Bill Paul from Covington & Burling LLP wrap up this four-part series on taxes and investing by focusing on the Qualified Covered Call (QCC). They will examine what QCC is, how it works and some special tax rules regarding the QCC that every investor should know.
Host Joe Burgoyne will answer a question from an investor who wants to know what will happen to the dividend if they are long an in-the-money call that goes ex-dividend and they have instructed their broker to exercise the call before close of the day. Joe will also discuss what takes place when an option has a European exercise style.
Host Joe Burgoyne will answer a question from an investor who wants to know what will happen to the dividend if they are long an in-the-money call that goes ex-dividend and they have instructed their broker to exercise the call before close of the day. Joe will also discuss what takes place when an option has a European exercise style.
Host Joe Burgoyne will answer a question from an investor who wants to know how the terms "deep-in-the-money" and "in-the-money" differ from one another. Next, Joe will discuss the correlation between options and Japanese candlesticks.
Options Talk host Joe Burgoyne answers a question from an investor who wants to exercise a long option position. Joe also speaks on the topic of Weekly Options – what they are and how to distinguish Weeklys from standard options.
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Options Courses - Intermediate.
Active Courses.
This class will introduce you to the concept of "spreading." We will cover the use of basic bullish and bearish call and put spreads - i. e. simultaneously purchasing and writing calls (or puts) with different strike prices. We'll investigate how and why the potential risk and reward profiles for these strategies differ from those of simple long calls or long puts. You will also see what might motivate an investor to use simple bull or bear spreads.
"Options Strategies in a Neutral Market" is the third of the market direction theme courses available from 888options. This course has been created to educate investors on various option strategies best suited for a non-directional or neutral market. A unique component of this course is that every strategy presented is a spread. These different spreads are designed to use time decay to its advantage. At the completion of the chapters and prior to the final quiz the student should know and understand all the strategies presented.
"Contract Adjustments" will cover adjustments that are typically made to option contracts as a result of a corporate action. Some examples of a corporate action include: when the underlying stock undergoes a stock split, pays a special cash and/or stock dividend or distribution, or is involved in a merger, acquisition or corporate reorganization.
"Options Pricing" will introduce you to the key components of theoretical option pricing. This class has been designed to help the student achieve realistic expectations about how an option position is likely to behave under various conditions. Though their predictive value has limits, the key components of theoretical option pricing still offer an excellent tool for helping investors anticipate price movements and explain price relationships between options.
Options Podcasts - Intermediate.
Active Courses.
Dan Passarelli, an industry professional, discusses options pricing, inluding delta and time decay. The podcast will introduce you to the key components of theoretical option pricing. Though their predictive value has limits, the key components of theoretical option pricing still offer an excellent tool for helping investors anticipate price movements and explain price relationships between options.
Instructor Steve Meizinger of the International Securities Exchange discusses calculating returns when selling puts using several different scenarios.
In part one of selling puts, Steve Meizinger discusses the risks and benefits as well as considerations involved in selling puts.
In part two of Selling Puts, Steve Meizinger covers the differences between put buyers and put sellers.
Instructor Steve Meizinger of the International Securities Exchange discusses calculating returns when selling puts using several different scenarios.
Do you have a bullish outlook on a particular option, but want to better understand which approach can help maximize your profit potential? Podcast #6 of the Advanced series, “Long Call versus Debit and Credit Spreads” discusses the different types of vertical spreads to consider when using a bullish strategy. You'll also learn about how long call and short put spreads compare and contrast with debit and credit spreads.
The first half of this two-part podcast compares income strategies for writing covered calls versus selling in-the-money and out-of-the money puts. Part two takes an in-depth look at what strategies to consider given certain market conditions. You’ll also learn about the potential benefits and pitfalls of using calendar spreads as an income strategy.
The first half of this two-part podcast compares income strategies for writing covered calls versus selling in-the-money and out-of-the money puts. Part two takes an in-depth look at what strategies to consider given certain market conditions. You’ll also learn about the potential benefits and pitfalls of using calendar spreads as an income strategy.
Join OIC Instructor Steve Meizinger of the International Securities Exchange in this on-demand podcast. Steve will discuss how LEAPS®— Long-Term Equity AnticiPation Securities—differ from regular, short-term equity options. He will cover the risks and benefits of writing short term calls against LEAPS®.
Join OIC Instructor Steve Meizinger of the International Securities Exchange in part two of this on-demand podcast. Steve explains the strategies that are available if the stock goes up, down, or even stays steady.
OIC Instructor Al Brinkman concludes his discussion on options pricing models then delves into the topic of covered calls and corresponding income strategies.
This final podcast of the series explains the use of Static Return and the If-Called Return as a way to determine the potential return on a covered call strategy.
In this podcast, you will learn about what to consider when implementing a forecast and the role an investor needs to take in order to actively manage their options positions.
In this fourth podcast of the Developing a Trading Strategy series, OIC Instructor Steve Meizinger provides a basic introduction of the Greeks and explains how these risk gauges can help form expectations about how an option may perform in the market.
In this podcast, OIC Instructor Steve Meizinger concludes his discussion about the Greeks and highlights some of the risks and rewards that you should be aware of when formulating your plan for trading options.
OIC Instructor Steve Meizinger wraps up this final podcast in the Developing a Trading Strategy series by taking questions from the audience on topics such as trailing stops and mitigating gap risk.
This podcast discusses the impact that stock price changes and time can have in the market and how concepts such as delta and time decay can help set the tone for how an option performs.
In this third podcast of the Understanding and Trading Options Spread Strategies series, OIC Instructor Alan Grigoletto explains what a spread is and why it is important to your profit/loss potential.
This fourth podcast defines the Bull Call Spread and demonstrates how this strategy can be used to evaluate potential outcomes for a particular option.
OIC Instructor Alan Grigoletto introduces the Bear Call Spread and shows how this particular options strategy can be used within the marketplace.
This podcast gives an example of how the Bear Put Spread can be implemented into an options trading strategy and what distinguishes it from the Bear Call Spread.
In this podcast, OIC Instructor Alan Grigoletto concludes his discussion about various credit spreads strategies with an explanation of the Bull Put Spread.
This eighth podcast of the Understanding and Trading Options Spread Strategies series briefly outlines the similarities between debit and credit spreads.
This podcast discusses how changing volatility can impact options pricing and how vertical spreads can provide traders with an alternative to long and short options positions.
OIC Instructor Alan Grigoletto explains what a diagonal spread is and discusses how this strategy may work during the expiration of a short-term option.
In this podcast, the viewer will learn about the dynamics of straddles and strangles and how to implement these advanced strategies when trading options.
This last podcast in the series explains the relationship between stock and options spreads as well as special considerations when using spread strategies with stock purchases.
OIC Instructor Bill Ryan and Darren Tait from the OIC Help Desk join host Joe Burgoyne in explaining the complexities of using a straddle and whether you can profit or lose no matter which way the underlying moves.
In part two of this two part series, Host Joe Burgoyne wraps up his discussion with Darren Tait of OIC's Help Desk and OIC Instructor Bill Ryan with a discussion about how short straddles may impact your trading strategy.
Host Joe Burgoyne asks two industry experts, Darren Tait of the OIC Help Desk and OIC Instructor Bill Ryan to weigh in on what components go into determining options pricing.
OIC Instructor Peter Lusk and host Joe Burgoyne discuss when an investor may need to implement this strategy and what are some of the advantages and disadvantages that should be taken into consideration prior to using it.
Host Joe Burgoyne and OIC Instructor Peter Lusk define what this strategy is and why an investor might use this strategy for their position.
This podcast focuses on how options can be used to potentially increase income in an investor’s portfolio. Joe Harwood from the OIC Help Desk and OIC Instructor Barry Nobel share their perspectives with host Joe Burgoyne.
Understanding how to exit a position is just as important as deciding which strategy to use to enter one. Host Joe Burgoyne, along with OIC Instructor Marty Kearney and Jeff Huddleston from the OIC Help Desk, discuss the importance of having an exit strategy and factors to consider when developing your plan for getting out of a position.
OIC Instructor Barry Nobel and Joe Harwood, Manager of OIC’s Help Desk speak with host Joe Burgoyne about the differences between long and short strangles and what investors need to know about using this particular options strategy.
Host Joe Burgoyne discusses Long and Short Put Spreads with Jeff Huddleston of the OIC Help Desk and Marty Kearney, an OIC Instructor. This podcast will help investors learn about what exactly is a put spread and how it can be used.
Oftentimes, special circumstances arise that may change the complexion of trade and it’s important for investors to understand how these occurrences might impact their portfolio. OIC Instructor Barry Nobel and Joe Harwood of OIC’s Help Desk speak with host Joe Burgoyne about what are contract adjustments and what it can potential mean to investors.
OIC Instructor Todd Rich and host Joe Burgoyne review the ins and outs of the Backspreads strategy. Topics covered in this podcast include examples of call and put backspreads as well as a discussion about the risks and rewards of using this particular strategy.
OIC Instructor Aubree Greenspun and host Joe Burgoyne discuss what it means for a spread to be long and short and how these strategies works. This podcast also includes a discussion on vertical and ratio call spreads as well as the impact of volatility on these particular strategies.
The Greeks have a reputation for being an extremely complex topic to tackle for even the most experienced investor. However, in this podcast, host Joe Burgoyne and OIC Instructor Todd Rich aim to make it a little easier to digest by breaking down the terms into smaller segments, starting with Delta.
This podcast will cover a product that has garnered a great deal of attention since its release – Weekly options. OIC Instructor Bill Ryan and Joe Harwood from OIC’s Help Desk join host Joe Burgoyne in talking about Weekly options – what they are and what investors will need to keep in mind when trading them..
OIC Instructor Bill Ryan and Joe Harwood of OIC’s Help Desk sit down with host Joe Burgoyne to discuss open interest – how it is defined and how trades are impacted by it. Using a hypothetical, five-day scenario, the group will demonstrate how selling and buying too close can potentially reduce or eliminate open interest.
Joe Harwood of OIC’s Help Desk and OIC Instructor Bill Ryan, along with host Joe Burgoyne, set out to understand why some financial instruments move quickly while others don’t. Topics discussed during this podcast include the impact of volatility as well as supply and demand.
OIC Instructor Russell Rhoads and Bill Ryan of OIC’s Help Desk speak with host Joe Burgoyne about a couple of strategies that are good for investors to keep in their trading arsenal – Bull and Bear Spreads. The group will define what these spread strategies are and discuss a couple of examples that demonstrate how these spreads can work through to expiration.
In part two of the series on bull and bear spread strategies, host Joe Burgoyne concludes his conversation with Bill Ryan of OIC's Help Desk and OIC Instructor Russell Rhoads by explaining how implied volatility factors into bull and bear spreads. The podcast also covers the impact of early exercise and assignment as well as the benefits and risks of using these spread strategies.
OIC Instructor Bill Ryan and Joe Harwood of OIC's Help Desk sit down with host Joe Burgoyne to discuss debit and credit spreads - what they are and why an investor might want to use them. This podcast also includes a discussion on how these spreads can work with bear and bull spread strategies.
As with any trading strategy, there are always benefits and risks. Spreads are no exception. In this podcast featuring OIC Instructor Russell Rhoads and Bill Ryan from OIC's Help Desk, host Joe Burgoyne will discuss with our experts what the advantages and disadvantages are in using spreads and how an investor might want to consider executing a spread given the risks and rewards.
Host Joe Burgoyne dialogues with OIC Instructor Russell Rhoads and Bill Ryan of the OIC Help Desk about a trading strategy that every investor will find use in knowing how to implement - calendar spreads. This podcast will feature a discussion about how this particular strategy works and what investors need to know about the impact of volatility and other important factors such as early assignment and exercise.
OIC Instructor Russell Rhoads and Bill Ryan of the OIC Help Desk join host Joe Burgoyne in talking about Diagonal Spreads – what they are and how they work. This podcast will also cover how time decay and volatility can impact this advanced trading strategy.
OIC Instructor Barry Nobel and host Joe Burgoyne discuss some examples of worst case scenarios in trading and what investors need to consider in order to avoid similar pitfalls.
Host Joe Burgoyne will discuss how option contracts are adjusted for reverse stock splits and then he will answer a question from an investor who is wondering about disappearing options premium.
Host Joe Burgoyne discusses setting a stop-loss order on an options position then he will answer a question from an investor who wants to know whether it makes a difference what type of order is entered when the market is volatile.
OIC Instructor Bo Nobel and Jeff Huddleston from OIC's Investor Services Help Desk join host Joe Burgoyne in talking about the differences between buying calls and selling puts. Bo and Jeff will cover what these two strategies are, how each works as well as what ways they compare and contrast with one another.
Host Joe Burgoyne answers who sets the width between the bid-ask on options exchanges and then he will speak on the topic of liquidity - what is it and how you can find out more about it.
Darren Tait of the OIC's Investor Services Help Desk and Alan Grigoletto, an OIC Instructor join host Joe Burgoyne in discussing various strategies an investor may want to consider during a bear market. This podcast will cover the risk and rewards of buying calls, selling puts and spread strategies such as vertical bear and ratio spreads.
Darren Tait of the OIC Investor Services Help Desk and OIC Instructor Alan Grigoletto cover strategies an investor may want to consider when the market is neutral. They will discuss the ins and outs of various strategies such as the covered call, neutral calendar spread and short straddles and strangles.
This podcast will focus on a select group of listed options known as Section 1256 contracts that are taxed under special IRS tax rules. Options tax expert Bill Paul from Covington & Burling LLP and host Joe Burgoyne will explain the 60/40 treatment, the type of options that receive this special treatment, and the rationale behind it.
Tax attorney Bill Paul from Covington & Burling LLP joins host Joe Burgoyne to discussing tax straddle rules. Bill will explain, in layman's terms, rules for deferring losses, the impact on the holding period, and the capitalization of charges.
Phil Gocke, Managing Director for OIC and Joe Harwood from OCC's Investor Services speak with host Joe Burgoyne about two important strategies that utilizes options the buy-write and the covered call. This podcast will highlight the differences between the two strategies, how these strategies can be used and the potential risks and rewards.
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Options Courses - Advanced.
Active Courses.
Options can give investors the flexibility to hedge market exposure, speculate on a specific market move, or allow investors to put on simple to complex option positions called spreads. One of the most critical and least understood components to the success of option trading is Volatility. This course is designed to give students the introductory understanding of what volatility is, how it works, and why it is important to understand. Even though volatility is an extremely complex subject, this course breaks it down in simple to understand terms without getting bogged down in the complex calculus. Most investors have heard of volatility but few know what it is. Get started now learning how for better or worse volatility effects all option investors.
Options Podcasts - Advanced.
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In these final two podcasts of the Advanced series, you’ll find out about some alternatives to consider if an option position doesn’t work in your favor. Learn about the advantages and disadvantages of using strategies like putting on a collar, rolling up on a trade or creating a spread as a way to protect your investment.
In these final two podcasts of the Advanced series, you’ll find out about some alternatives to consider if an option position doesn’t work in your favor. Learn about the advantages and disadvantages of using strategies like putting on a collar, rolling up on a trade or creating a spread as a way to protect your investment.
Steve Meizinger explains the complexity of covered combinations, offering case studies and follow up planning in part one of Covered Combinations.
In part two of Covered Combinations, Steve Meizinger discusses the importance of understanding options and follow up planning to cut loss. In his closing summary, he covers the strategies and risks involved in harvesting premium.
OIC Instructor Peter Lusk and host Joe Burgoyne discuss the type of impact that volatility can have on earnings and how positions change when volatility moves.
Host Joe Burgoyne and Peter Lusk, an OIC instructor, continue their discussion on volatility by focusing on what happens when volatility collapses or explodes.
Host Joe Burgoyne speaks with Bill Ryan of OIC's Help Desk and OIC Instructor Todd Richabout what volatility is and how it works.
Host Joe Burgoyne continues his discussion with OIC Instructor Todd Rich and Bill Ryan of the OIC Help Desk about how these two types of volatility compare and contrast with one another.
The last of this three part series concludes with host Joe Burgoyne, OIC Instructor Todd Rich and Bill Ryan of the OIC Help Desk discussing what effects that Vega, one of the Greeks, can have on volatility.
Darren Tait of OIC's Help Desk and OIC Instructor Bill Ryan speak with host Joe Burgoyne about what this advanced trading strategy is and what to consider prior to using it in your trading arsenal.
Host Joe Burgoyne speaks to Jim Bittman of the Chicago Board Options Exchange and Darren Tait from the OIC Help Desk about the meaning of put call parity, how it works and what it does to keep the markets in line with one another.
Darren Tait of the OIC Help Desk, Jim Bittman of the Chicago Board Options Exchange and host Joe Burgoyne build upon last week’s discussion about put-call parity by delving into the topic of synthetic long stock. Topics covered in this podcast include what is synthetic long stock, what type of investor may consider buying it and why would an investor consider buying it.
OIC Instructor Todd Rich and host Joe Burgoyne continue their conversation about The Greeks with an explanation of Gamma, Theta and Rho and the impact of time on each of them.
The last of this three part series on The Greeks concludes with host Joe Burgoyne and OIC Instructor Todd Rich defining Vega and discussing the significant ways it can impact an option price.
Host Joe Burgoyne and OIC Instructor Aubree Greenspun explore strategies that deal specifically with volatility including calendar spreads and backspreads. This podcast also include a discussion on historical and implied volatility and important pointers for investors to keep in mind when implementing these types of spread strategies.
OIC Instructor Steve Meizinger and host Joe Burgoyne kick off the first of a three part series on Options Skew. While skew is an advanced trading concept, it is nonetheless important for investors to understand. In this podcast, Steve and Joe will cover what exactly is skew and the benefits that come from studying it.
Host Joe Burgoyne continues his discussion with OIC Instructor Steve Meizinger about the relationship between options skew and volatility. This podcast will also cover factors that investors need to keep in mind when it comes to these two concepts.
Host Joe Burgoyne wraps up this three part series with a conversation about the various types of options skews including options smile and smirk. OIC Instructor Steve Meizinger weighs in with his thoughts on what drives skew and which options strategies can be used with it.
Host Joe Burgoyne and OIC Instructor Peter Lusk discuss two important concepts that every investor should be familiar with – theta risk and volatility. Joe and Peter will cover what these two topics mean and how they interrelate with one another.
OIC Instructor Bo Nobel and Jeff Huddleston from the OIC Investor Services Help Desk discuss naked long and short options. They will discuss what it means to be naked in options trading, the risk-reward profile and how an investor may want to proceed when trading naked options.
OIC Instructor Steve Meizinger from ISE discusses horizontal and vertical skews with host Joe Burgoyne. This podcast will cover what these skews are and how they can impact an options position.
OIC Instructor Todd Wilemon from NYSE Arca and Dave Stuber from OCC’s Investor Services speak with host Joe Burgoyne about the intricacies of the Butterfly Spread. This podcast will cover what this strategy entails as well as the potential risks and rewards.
Dave Stuber from OCC Investor Services and OIC Instructor Todd Wilemon from NYSE Arca join host Joe Burgoyne in discussing LEAP Diagonal Spreads. This podcast will discuss the ins and outs of this strategy, how it can be used, as well as the benefits and risks.
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