This page is where you will find information on how each feature of the service works. Please read this carefully so you understand it completely. This is very important for your success. You can always reach out to me if you have any questions. 

First Thing’s First: The first thing you should do as a member (after you read this page) is to watch all of the educational videos. Especially if you are newer to options or spread trading with options. These quick videos will bring you up to speed. By watching these videos, you will have the best chance for success within the membership!

Trade Alerts: These are sent via text message. There are about 2-7 sent out per week. Each trade will have real time trade management, with real time alerts sent out for both the entry and exit of the position. Each trade alert will be accompanied by a member video that will explain the details of the trade. The majority of the new buy trade alerts occur during the last hour of trading (3-4pm Eastern), because I wait for confirmation that the move is for real, so be sure to be ready during that time each market day. Our trades last anywhere from 2-30 days.

When replying to the text messages, please do not use the word “stop” in any of your messages. When you say “stop” in any part of your message, it will drop you from the text alerts. So if you would like to ask about the stop loss, you can abbreviate using “SL” or even spelling it slightly wrong “stp loss”. If for some reason you forget and use the word “stop”, just let me know and I will quickly add you back onto the messages.

Types Of Trades: We trade straight calls/puts, and also some debit and credit spreads. There are a lot of common misconceptions about spreads and they are not complicated, like many people think. If you are new to spreads, I encourage you to watch the educational videos I have made on the subject and to come to me with any questions you might have.

Selling In Pieces: The majority of the trades will be sold in pieces. For example, we will sell 1/2 or 1/3 of the position at the first target, then another 1/2 or 1/3 at the next target etc. If you have a smaller account and are only buying 1 contract, I would sell all of your position at the first target. We don’t always get to the second or third target, so the conservative thing to do is sell all of your position at the first target so that you can have the best results.

Missed Alerts: lf you miss an alert and you can get a better entry than me, then that is totally fine. If, however, the price has moved much higher than where I bought it, then I would recommend not taking that trade and just waiting for the next one. There is always another trade. Also, it’s important to remember that often times a trade will retrace back toward our entry either later in the day of the alert, or often times the next day.

Position Sizing: If there is no mention of position size in a trade alert, assume that it is a normal position size. For the portfolio tracker, we use a standard $10,000 per position unless otherwise noted. So when I say “half position size” in an alert, that is a $5,000 position. If I say something like “double normal position size”, then that is $20,000. This is just the amount we use for the portfolio tracker, it does NOT mean that you have to trade $10k or $20k position sizing. You can trade $500 or $1,000 or even $50,000, it is totally up to you. Just be consistent and use a standard normal position sizing for all trades. So once you decide your normal position size, let’s say $1,000, then trade that amount for all normal size trades. When I mention a “double position size”, then you can trade $2k on that trade. It’s important to note that position sizing is very important to profitability. I trade different sizes for a reason. Lower size during lower confidence trades makes it so that if it’s a loser, the loss is not so great. And I trade bigger position size on the higher confidence trades, so the gains are even greater.

Profitable Trading: Which brings me to my next point. There is a common misconception about trading. Everyone is so concerned about the win rate. That is only ONE piece of the puzzle. A trader can be losing money with a 90% win rate, the same way a trader can be very profitable with a 10% win rate. How, you ask? Because it matters how much you win when you win and how much you lose when you lose. As of this writing, our win rate is 57%, but our average win is 48% and average loss is 25%, which means we are winning twice as much on our winners as we are on our losers. And we are profitable because of this. Add this on top of our position sizing, where many of our bigger winners are also with double position sizing, and you have a recipe for success.

Portfolio Tracker: Here is where you can find all of the open positions, as well as a record of all of our closed trades. We have been using this portfolio tracker since July 2018. This portfolio tracker features every single trade alert and some of the trade ideas will be featured in it as well. The current open positions are listed on the bottom of the sheet with the tab called “open swing alerts”.

Realistic Expectation Of Results: We are consistently profitable month after month, with very few losing months ever and never a losing year. With that said, you should not expect to win every trade. And you should expect there to be losing weeks. This is just the reality of trading. Consistent, profitable trading, is about your long term results, not your short term ups and downs… so keep things in perspective and think in terms of years, not days.

Member Videos: Here you will find trade ideas, as well as my thoughts and analysis on the market as a whole. Additionally, I will cover educational topics that arise that I feel are relevant and helpful.

Help With Trades You Take On Your Own: Many members ask me for help with trades they take on their own. Most of the time, it is a trade that they are already in and now want my input on it. It is very hard for me to give advice on something that I had nothing to do with in the beginning. I have found success using a proven strategy, over and over again, and very rarely deviating from it. So I don’t like to give advice on other people’s trades that don’t fit my strategy. That would be like asking a professional swimmer to now try to compete in the NBA. What I mean is, I have mastered my strategy, but not necessarily the entire market as a whole, if that makes sense. So, it’s not that I don’t want to help, it’s that it’s your trade and your responsibility and that my advice is best suited for trades that fit my strategy and nothing more.

**Remember to watch the educational videos now!!**

Contact/Questions/Help

For fastest response time, responding directly to any of the text messages I’ve sent you (even the welcome message) will be your best option. For less urgent matters, you can reach out to me via the live chat at the bottom right corner of the website, or via email thetradinganalyst@gmail.com. I’m here to help.