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Portfolio Margin Trading Tactics
Introduction
Welcome (1:20)
Getting to know you
Quick personal introduction (8:20) (8:19)
Course overview (20:05) (20:05)
University tour
OptionNet Explorer discount
Analysis spreadsheets (16:45) (16:44)
Trading for a living (17:11) (17:10)
Portfolio margin (28:12) (28:12)
Foundations
Introduction (4:57) (4:56)
Quick visual intro to the first order greeks (9:31) (9:31)
Second order greeks (55:10) (55:09)
Reading the inflection points on an expiration line (5:57) (5:57)
Greeks of a put debit spread (9:02) (9:02)
Delta Power (6:31) (6:31)
Buying cheaper greeks (13:32) (13:31)
Comparing relative spread prices (8:11) (8:10)
OTM options decay faster than ATM options (11:59) (11:59)
Relationship between volatility and time (8:08) (8:08)
ATM structure pricing and IV (8:17) (8:16)
How the T+0 is affected by a change in IV (4:13) (4:12)
Options in further out in time expirations are easier to manage (9:08) (9:07)
IV versus HV (18:55) (18:54)
Vertical Skew – part 1 (40:53) (40:52)
Vertical Skew – part 2 (50:51) (50:51)
Trading further out in time (13:27) (13:26)
Measuring skew steepness (18:13) (18:13)
Term Structure and weighted vega (1:37:05) (96:33)
Put / Call parity (24:02) (24:01)
IB TWS Tool for skew analysis (3:03) (3:02)
Backtesting (21:51) (21:50)
Market circuit breakers (13:13) (13:12)
Walking the option chain (15:52) (15:52)
Foundations summary (4:25) (4:25)
Core trades and tactics
STT - initial construction and sizing (88:45) (88:45)
Mechanical trend following indicator - DSTFSv2 (15:53) (15:53)
Simple Trend Following System (34:02) (34:02)
Delta neutral vs using bias as a hedge (40:06) (40:07)
Market condition indicators (37:10) (37:10)
Tracking IV and skew (27:42) (27:42)
STT - Daily checks or adjustments (21:23) (21:23)
STT - Exits (16:59) (16:59)
Harvesting (21:38) (21:38)
Long box trade (12:21) (12:21)
Parking cash and buying treasuries (92:35) (92:35)
STT - Black swans and pullbacks (74:33) (74:33)
Hedging with futures (25:40) (25:39)
Campaign trading tips (29:56) (29:56)
SPX vs /ES vs SPY
Tool tutorials
Black-Scholes (9:11) (9:11)
TD Web App - Options Analyzer (50:28) (50:28)
Mesosim - automated options backtesting (62:14) (62:14)
STT+LP backtest with TradeTracker (45:07) (45:06)
ThinkOrSwim (TOS) tips
Managing your trades (17:55) (17:54)
Price triggered contingent orders (7:23) (7:22)
Study triggered contingent orders (9:29) (9:29)
Importing a TOS grid
Butterfly pricer indicator
Exporting trades from ThinkOrSwim and into OptionNet Explorer
Interactive Brokers
Pros and cons of using Interactive Brokers
Comparing portfolio margin and SPAN margin levels
Connecting Excel to Interactive Brokers data
Exporting trades from TWS and into OptionNet Explorer
Trading futures
Introduction to futures (54:48)
Bonus content
Main bonuses
Mega Backdoor Roth (39:44) (39:44)
Broker - TradeStation
Detailed post-mortem of a trade bust which caused a trader to lose $100K (1:37:00) (97:00)
Summary
Next steps
That’s all folks (6:21) (6:21)
Refer a friend program
Mastermind group (9:22) (9:22)
PMTT auto-trading (47:17) (47:17)
(Archive) Space Trip Trade
STT introduction (8:17)
Standard Space Trip Trade (15:18)
Standard STT – sample setup (31:03)
Standard STT – let’s do it live (22:00)
Optimizing entry (25:06)
Legging in (6:40)
Middle STT (11:30)
Front STT (6:05)
Front STT – comparisons (15:25)
Road Trip and Space Trip (3:43)
Bearish STT (29:47)
Bullish STT (15:34)
Bullish STT – sample setup prior to the Brexit event (17:45)
Trade management – intro and quick review (8:01)
Downside management (10:30)
Downside adjustments – rolling down (0:53)
Downside adjustments – long put (2:32)
Downside adjustments – put debit spread (38:51)
Downside adjustments – adding another STT (1:43)
Downside adjustments – adding a bearish STT (0:35)
Downside adjustments – 1 SD OTM balanced butterfly (3:33)
Downside adjustments – hitting pause (28:33)
Downside adjustments – hitting pause – comparing expirations (8:02)
Downside adjustments – price reversion (10:32)
Downside adjustments – hedging off bearish adjustments (10:03)
Downside adjustments – using stocks or futures (7:58)
Downside adjustments – TOS contingent orders (4:20)
Upside management (0:51)
Harvesting (13:55)
Upside adjustments (7:42)
Price layering (17:35)
Playing whack-a-mole (4:12)
Taking profits (8:32)
Quick Hit STT (15:32) (15:32)
Opportunistic management (3:15)
STTs on the call side (6:59)
Using futures options with a RegT account (3:50)
STT – summary (2:29)
(Archive) Black Swan Hedge
Black swan examples (20:41)
BSH core concepts (33:21)
BSH vs teenies (9:35)
First BSH configuration (64:11)
Second BSH configuration (11:02)
Third BSH configuration (7:20)
Fourth BSH configuration (30:02)
Optimizing the BSH (32:26)
(Archive) Generic trade design - Upside adjustments
Long call (6:36)
Peel off existing upside call credit spreads (2:56)
Put credit spreads (10:16)
Call debit spreads (2:39)
Bullish risk reversal (2:49)
The kite (2:33)
Call back ratio (1:30)
Upside calendar (4:07)
Upside ratio calendar (2:21)
Short diagonal (6:02)
(Archive) Managing the entire portfolio
Back STT + BSH (39:59)
Entering during different IV levels (12:25)
Bullish STT + BSH (8:52)
Protected jeep (17:36)
Portfolio sizing (52:54)
Simple Trend Following System (STFS) - v2 (16:31)
STTBWB and BSH during the Feb 2020 crash (53:26)
Double wide STT and BSH (71:46)
(Archive) Core trades and tactics
Mechanical trend following indicator (DSTFSv2) (15:53)
Simple Trend Follows System (STFS) - v3 (57:43)
STT-BWB (76:46)
Dynamic sizing for the STTBWB and BSH (108:30)
2021-03-24 - Group coaching (188:16)
Walk through of the STTBWB+BSH during the 2020 Covid crash (47:08)
Walk through of the STTBWB+2LP during the Jan 2022 pullback (46:54)
Hedging with futures (25:39)
(Archive) Summary
Final summary (39:16)
Next steps
That’s all folks (6:21)
Refer a friend program
(Archive) Bonus - online meetings
Meeting on Jan 19, 2017 (78:12)
Meeting on Jan 26, 2017 (83:54)
Meeting on Feb 2, 2017 (78:27)
Meeting on Feb 9, 2017 (82:34)
Meeting on Feb 16, 2017 (85:02)
Meeting on Feb 23, 2017 (89:15)
Meeting on Mar 2, 2017 (92:59)
Meeting on Mar 9, 2017 (91:08)
Study triggered contingent orders (9:29)
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