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Portfolio Margin Trading Tactics
Introduction
Welcome (1:20)
Getting to know you
Quick personal introduction (8:19)
Course overview (20:05)
University tour
OptionNet Explorer discount
Analysis spreadsheets (16:44)
Trading for a living (17:10)
Portfolio margin (28:12)
Foundations
Introduction (4:56)
Quick visual intro to the first order greeks (9:31)
Second order greeks (55:09)
Reading the inflection points on an expiration line (5:57)
Greeks of a put debit spread (9:02)
Delta Power (6:31)
Buying cheaper greeks (13:31)
Comparing relative spread prices (8:10)
OTM options decay faster than ATM options (11:59)
Relationship between volatility and time (8:08)
ATM structure pricing and IV (8:16)
How the T+0 is affected by a change in IV (4:12)
Options in further out in time expirations are easier to manage (9:07)
IV versus HV (18:54)
Vertical Skew – part 1 (40:52)
Vertical Skew – part 2 (50:51)
Trading further out in time (13:26)
Measuring skew steepness (18:13)
Term Structure and weighted vega (96:33)
Put / Call parity (24:01)
IB TWS Tool for skew analysis (3:02)
Backtesting (21:50)
Market circuit breakers (13:12)
Walking the option chain (15:52)
Foundations summary (4:25)
Core trades and tactics
STT - initial construction and sizing (88:45)
Mechanical trend following indicator - DSTFSv2 (15:53) (15:53)
Simple Trend Following System (34:02)
Delta neutral vs using bias as a hedge (40:06)
Market condition indicators (37:10)
Tracking IV and skew (27:42)
STT - Daily checks or adjustments (21:23)
STT - Exits (16:59)
Harvesting (21:38)
Long box trade (12:21)
Parking cash and buying treasuries (92:35)
STT - Black swans and pullbacks (74:33)
Hedging with futures (25:40) (25:39)
Tool tutorials
Black-Scholes (9:11)
TD Web App - Options Analyzer (50:28)
Mesosim - automated options backtesting (62:14)
ThinkOrSwim (TOS) tips
Managing your trades (17:54)
Price triggered contingent orders (7:22)
Study triggered contingent orders (9:29)
Importing a TOS grid
Butterfly pricer indicator
Bonus content
Main bonuses
IRA Custodian
Broker - APEX
Broker - TradeStation
Broker - ED&F Man
Summary
Next steps
That’s all folks (6:21)
Refer a friend program
Mastermind group (9:22)
(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)
Put credit spreads
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