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LEARN HOW TO SET UP AND MANAGE A PORTFOLIO IN 4 EASY STEPS WITH DR. JIM SCHULTZ!

Options Crash Course: Building an Options Portfolio hero image

Options Crash Course: Building an Options Portfolio

Portfolio Management for any trader is no easy feat. Dr. Jim Schultz explains how to set up and maintain a successful trading portfolio with the use of options trading strategies. In this 4 part series, find out what products to add to a portfolio, how to establish realistic profit targets, and how to navigate the day-to-day fluctuations of an account.

Establishing Your Portfolio Goals
Oct 8, 2021

The first thing we want to do when building our portfolio is figure out what value do we want to place on overall time decay, and what directional bias do we want to have in the overall market?

Using Indexes First
Oct 8, 2021

To start building a portfolio, we lean heavily on market indexes, such as SPY, QQQ, or TLT to give us broad market exposure.

Adding Individual Stocks to a Portfolio
Oct 8, 2021

Individual stocks are a key element of a portfolio, especially when implied volatility rank is high or earnings are on the near horizon.

Day-to-Day Portfolio Management
Oct 8, 2021

While most portfolios will have a mix of undefined-risk strategies and defined-risk strategies, these two categories must be approached differently when it comes to portfolio management.

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