portfolio management
Tales of a Technician: Managing Single Stock Portfolios
November 7, 2022
Watch me analyze a portfolio of single stock positions.
Options Theory: Portfolio Risk – What is Too Much?
September 1, 2022
Today’s video explores how I think about portfolio risk and how to make sure you don’t have too much exposure.
Tales of a Technician: Position Sizing Your Portfolio
August 23, 2022
Here’s how to think about sizing core vs. non-core positions.
Tackle Today: Portfolio Design in Action
December 15, 2021
Today’s chart expands on yesterday’s by detailing an actual portfolio design. Let’s break it down and see what best practices we can discover.
Tackle Today: 3 Buckets of Portfolio Design
December 14, 2021
Another way to tackle portfolio design: fundamentally, all trading systems and strategies fall into three categories: cash flow, growth, and speculation.
Tackle Today: Stuck in the Mud
October 14, 2021
When looking at all the information before us it is easy to see that from a technical standpoint we are “stuck in the mud”.
Tackle Today: Mind your Delta
October 7, 2021
The ongoing correction is introducing traders anew to risk. And it makes now a perfect time to refresh your memory on delta and beta weighting. Here’s a primer.
Tackle Today: Subtraction > Addition
September 30, 2021
Come learn with me two ways to reduce your portfolio risk.
Options Theory: Tips for Small Accounts
August 26, 2021
In this week’s video, I’m sharing my top tips and best practices for those trading with small accounts.
Options Theory: How to Examine & Choose ETFs
August 19, 2021
Today’s video answers a host of questions about Exchanged Traded Funds (ETFs)
Options Theory: The Art of Stop Losses
August 12, 2021
Here are my best ideas for avoiding getting whipped out of trades.
Options Theory: Covered Call Questions
August 5, 2021
Why I made money on covered call positions over the past year, and why you may not have.
Options Theory Blog: Forecasting Stock Prices with Options
July 29, 2021
Come learn how to forecast where the stock needs to be for your option spread to be worth X.
Options Theory: The Bull Put Spread
July 15, 2021
Watch me teach and walk through how to build a bull put spread trade.
Options Theory: Trading the ARKK Dip
July 8, 2021
Come see what boarding the ark looks like on a stormy day.
Options Theory: Best Practices for Building a Diversified Portfolio
July 1, 2021
Let’s look at spreading your eggs into multiple baskets when building a long-term, passive account.
