Guideline to strategic options trading
Why Options?
I launched this newsletter primarily because I believe in the value of my options trading approach and I am convinced that I can help succeed others, beside my friends and family, to achive the same portfolio returns as I and they have done over the last couple of years.
My focus is not on writing lengthy essays about charting techniques or dissecting every nuance of swing or momentum trading. Instead, I concentrate on identifying and deploying the most effective option strategies—tailored to equities that are either poised for upward movement based on compelling fundamentals and powerful (macro) trends, or that exhibit stability conducive to neutral strategies.
There's a limit to how many spread positions one can manage due to constraints like buying power, position limits, margin requirements and risk management constraints. By sharing my insights, I hope to also provide you with opportunities that I might not be able to execute myself due to these portfolio constraints.
In the end, writing this newsletter makes me a better options trader and generates a positive feedback loop: the more I research and break down spread techniques, the more skilled I become at recognizing favorable risk-reward scenarios. Although I have been doing this for at least 30 years, this continued growth drives me to create additional content and further polish my strategies.
Over the years, I've followed numerous stock and options educators, trading services, and strategy newsletters. Some have been helpful and have contributed to my development as an options trader. Others, unfortunately, were outright bad—often promoting high-risk strategies without proper risk management or realistic expectations. These experiences have been instrumental in defining what I want to achieve with my newsletter.
Unbiased & Data-Driven
I'm convinced successful options trading is built on eliminating emotional biases and relying on quantitative analysis to make decisions. My spread strategies are shaped by a robust foundation in probability analysis, implied volatility assessment, and time decay optimisation, complemented by my understanding of underlying technical and fundamental factors.
Simple & Actionable
My approach is designed to be practical for both novice and experienced options traders. The strategies are easily replicable and compatible with various schedules and commitment levels. Each trade idea includes specific entry criteria, profit targets, and risk management parameters. Most trades are for 3, 6 or 9 months, with a few shorter term trades.
Transparency & Ownership
I am dedicated to building honest and transparent relationships with my readers. This means being upfront about my actual performance—including both winners and losers—sharing openly the strengths and weaknesses of different spread strategies, and admitting when trades don't work out as planned. You will see real Trade Journal results, not just hypothetical backtests.
DISCLAIMER
The information provided in this newsletter is for informational purposes only and should not be taken as financial advice. Any investments or decisions made based on the information provided in this newsletter are the reader's sole responsibility. We recommend that readers conduct their own research and consult a qualified financial professional before making investment decisions. The author does not assume any responsibility for any losses or damages arising from using the information provided in this newsletter.