Newsletter Instructions

Our trading instructions are designed for making valuable long term investments. The newsletter is using diversified portfolio of ETFs in batches of 100 shares. As of today the minimum Portfolio Dollar Amount to utilize the newsletter is $60,000.

In the newsletter you will receive trade signals. Below you can see some of those trade signals along with the reasons of the trades.

“Dedicate PortfolioDollarAmount / 655 units. Round to 100s.” – Use the formula to calculate number of shares to allocate for a particular asset. For example if the portfolio dollar amount is $200,000 for this particular asset we would allocate 300 shares. For options contracts we will trade 3 contracts (options are traded in contracts of 100 shares).
“If you have short SPY options: Close the ones that are worth less than $0.05.” – When short options price reduce to nickel or less we want to get rid of them. We usually sell short options for a much higher price, and when the price of the options reduce to 5 cents, we would rather buy it back. We already made most of our profit, and wasting time to squeeze last 5 cents is not in our best interest.
“If you have SPY stocks and don’t have SPY long PUTs, then: Submit following order. Symbol: SPY, Action: Buy to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $224.00, Contracts: number of SPY stocks / 100.” – Long PUTs provide protection for a long stock positions. We already have shares of a stock but don’t have long PUTs. We want to buy PUTs to protect the stock position. The number of long PUT contracts should be equal to number of shares divided by 100.
“If you don’t have EFA stock and don’t have short EFA PUTs, then: Submit following order. Symbol: EFA, Action: Sell to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $57.00, Contracts: EFA dedicated units / 100. Submit following order. Symbol: EFA, Action: Buy to Open, Type: PUT, Expiration: Mar 17, 2017, Strike: $55.00, Contracts: EFA dedicated units / 100.” – We don’t have long EFA stock positions and we don’t think it is a good time to own the stock. In this case we want to make some money by selling short PUTs. We also want to protect short PUTs by buying long PUTs of a lower strike for the same date. Number of long and short PUTs positions should match.
“If you don’t have GLD stock, then: Submit following order. Symbol: GLD, Action: Buy to Open” – We think it is a good time to own the stock. So we buy GLD. We execute this action only if we don’t any GLD positions.
“If you have GLD stock and don’t have GLD short CALLs, then: Submit following order. Symbol: GLD, Action: Sell to Open, Type: CALL, Expiration: Mar 17, 2017, Strike: $127.00, Contracts: number of GLD stocks / 100.” – We have a long GLD positions and don’t have short GLD CALLs. We want to make some money by writing covered CALLs. If the price of the stock reaches the CALL strike we will reach our price target and the stocks may be called away. The number of short CALL contracts should be equal to number of long GLD positions divided by 100.
“Close all XOP and XOP options positions.” – We detect market downside moves for XOP and want to stay in cash.