Portfolio Management

When I say "portfolio management" some people automatically assume you need a Masters from MIT to understand the concept and strategies - that is NOT the case. And in this module you'll see why managing your risk trading is actually quite simple.

Of course you do need to use simple checks and balances to help remove your emotions and make you more systmatic. With this goal in mind, we'll show you how to monitor your positions, determine proper allocation size, and give you some tips on reducing margin requirements.

Start Module

No Guaranteed Trades

To start our discussion about portfolio management, it's important to fully understand that you will have losing trades often as part of any...

Don't Do Something, Sit There

There is rarely a time when you need to act quickly to consistently make money. Don't feel like you need to quit your day job just to watch ...

Account Size Adjustments

Not all trading accounts should be allocated exactly the same. There are different changes you need to make based on your account size. Her...

Avoiding Stock Market Overload

More often than not new traders and investors feel like they need to watch CNBC all day long to follow the markets. It's kinda of like "crac...

Stocks, Indexes & ETFs

There are subtle but importance differences between trading these 3 different types of underlyings. In this quick and short video I'll expla...

Monitoring Positions

Keeping watch over your current positions should be much less time intensive than most traders will assume. Rather than hovering over your c...

Creating Automatic Alerts

One of the best ways that you can learn to become a more robotic trader when placing entry and exit trades is by using automatic email alert...

Individual Stock Beta

In this quick video I'll show you how to find the current beta for any stock as it relates to the S&P 500 index and correlations. As a remi...

Portfolio Beta

Just as we are able to calculate the individual data of any stock out there, we can also calculate a complete portfolio beta. Later on thi...

Beta Weighting Your Portfolio

While we know that individual stock beta is important to judge how responsive a security is to the overall market, being able to beta weight...

Uncorrelated Industries/Sectors

It's no secret that diversification is an important part of being successful trading in the stock market. But when it comes to trading optio...

Systematic vs. Unsystematic Risk

Whether you know it or not, the concept of risk can be broken down into two main classes; systematic and unsystematic risk. Systematic risk...

Efficient Portfolio Frontier

Very few people understand the concept behind the S&P 500. They know that it is the benchmark index; the one that everyone looks at and judg...

Limiting Undefined Risk Trades

Option strategies with undefined risk like strangles and straddles must be limited based on account size because of the captial requirements...

Economic Calendar

A quick tutorial on understanding the different economic reports that come out each week and month that might affect the movement of the sto...

Concept Of Legging

The concept of legging into and out of trades is where you would enter one side or one part of a trade and then later add the other side or ...

Kirk Du Plessis

Course Instructor

Full-time options trader, real estate investor & Option Alpha founder. Former mergers and acquisitions investment banker for Deutsche Bank in New York, REIT Analyst for BB&T Capital Markets in Washington D.C., and Options Strategy Consultant for multiple hedge funds.

Course Objectives

What You'll Learn:

Quick pep talk on the importance of patience and letting the math play out.
Scaling or adjusting position orders and contract numbers to keep positions sizes small.
Monitoring positions and creating automatic alerts for key adjustment levels.
Beta-weighting your portfolio and using one benchmark index for determining balance.

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