Portfolio first update
A week and a half have gone by since opening the portfoilo and making the first trades. Obviously not much has changed, it really takes at least a month or 2 for significant time decay on the strategies we opened with, but overall the US markets haven’t had a good start of the year - with the nasdaq and S&P each down over 2%.
Portfolio launch and first trades
New portfolio guiding principles
I will focus on simple to understand, low maintenance options strategies for this portfolio which will make it very easy to calculate investment size and potential gains/losses. I will make the trades in real time at real prices via webinar, where I will talk through the position itself, including investment size, best/worst case, and what I will do if the stock goes against my position. Sign up for an invite link to the webinar.
Introducing the $100k Open Portfolio: A Teaching Tool for new Investors
I’m excited to announce the launch of the Beyond Stocks: $100k Open Portfolio! This portfolio is more than just a collection of trades—it’s a practical, hands-on teaching tool designed to show you how to navigate the world of options investing with confidence and clarity.