This class welcomed some new students from the previous weekend's Black Friday sale. We went through a lot of details on the Sector Selector and Stock Selector tools. As we expected last week, the Energy sector fell out of the top position of the Sector Selector. We reviewed three Industrials at the end of class that were associated with the agriculture business.
This class discussed the basics of why bought calls and puts tend to not be as consistent as sold calls and puts. We then evaluated our current portfolio, where we were happy to see that all of our open sold put trades continue to be profitable. We ended class with a match-up between a technology stock and a financials company.
This class discussed the advantages of a diversified portfolio and referred to Ronald Read's ability to not sell his stocks under any circumstances, which led to his success. We talked about the importance of seeing our strategy through and not panicking at the worst possible time. We ended class with a head-to-head match-up in the Industrials sector, with a couple of companies that have significant challenges they need to work through in the coming years.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class discussed the Factor Selector, where Dividend Yield was back up at the top for a second week, but we had a new factor at the bottom: Low Size. Low Size and Momentum appear to be neck and neck from a lagging perspective. We then got into our trade ideas where we looked at bullish set-ups on two utility stocks and a bearish set-up on a banking stock.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: DE, COUP, KLAC, XLY, RCD, AMZN, NVS, CB, ALL, TRV, PRU, TLT, BEN, and FNF.
In today's class, we looked at the market rally and discussed having different perspectives for the long-term portfolio where our allocations have continued to be more bullish and our active trading portfolio that has been leaning more bearish lately.
This class trains students on a wide variety of technical indicators to become more confident traders. Participants will learn to identify active trading opportunities using relative strength, candlestick analysis, and price patterns.
This class discussed the market moves recently. The bullishness has resulted in some important sectors rising in the ranks of the Sector Selector. The class then voted to unwind a recent Financials stock and replace it with a better performing Materials stock.
This class reviewed the dividend increases from the month of November, including several that were on the Dividend Aristocrat list. We then reviewed our open sold puts, with all of them in profitable territory. We then reviewed a storage REIT to a restaurant for a new sold put trade.
This class discussed the mindset of a long term investor, and the requirement to assume any risks you are taking on, along with the rewards that are possible. We also reviewed the sector attractiveness DGI post. Lastly, we added a second Communications stock to our portfolio.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This swing trading class discussed the 4 day sell-off and how it has impacted various factors. Low Volatility has made its way to the top of the Factor Selector, partially due to its relative benefit form a "risk-off" market, and partially due to the fact that this has been the rare stock market sell-off that has happened at the same time that interest rates were falling. Low Size stayed at the bottom. We finished class with 3 new swing trade ideas.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: PG, MSFT, LOW, OC, CUBE, FG, and FNF.
In today's class, we discussed the impact that next week's moves in equities could have on markets in 2023 and how that aligns with current moves in Treasury markets. We discussed the role in sector rotation in setting those expectations and the historically large yield curve inversions.
In today's class, we looked at the market's technical picture heading into the CPI report and discussed the anticipated move that may come out of next week's big headlines. We looked at multiple indicators that are confirming each other and what impact the expected move will have on expectations going into the end of the year and next year.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This momentum-based trend trading class discussed the most recent Sector Selector rankings. In the last four weeks, we've seen four different sectors at the top. This week it was Health Care's turn. Health Care is a different type of sector that can possess both defensive and growth characteristics. In today's match-up, we reviewed three foreign health care companies.
This basic options class reviewed our current portfolio. Everything is where we want it; however, there are a couple of key economic reports that'll come out this week and we'll have to keep our eyes on our strike prices. This week is also options expiration for the month of December, where we'll likely see 4 or 5 positions expire at max gain. We ended class with a Utility versus an Energy stock for a new sold put.
This long-term investing class discussed the big pop in stock prices in the morning and how that has positively impacted the class results. With just one DGI class remaining after today, we are putting the finishing touches on our portfolio. We reviewed two previous stocks that had lost earlier head-to-head match-ups in the Discretionary sector.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
This class reviewed to Factor Selector and noticed that there was very little week-over-week change. Value slipped a notch, perhaps due to Energy stocks falling recently. Low Volatility stayed at the top and Low Size stayed at the bottom, with falling interest rates and the U.S. Dollar having an impact. We ended class by reviewing two insurance stocks for bullish trades and an oil stock for our bearish trade idea.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios.
In today's class, we looked at today's move in the aftermath of this week's CPI release and FOMC statement and put it in context of expectations going into this week that we'd start the last preliminary bear market stage this week. We discussed a major confluence of breakout signals and how they impact our portfolio going into 2023
This class trains students on a wide variety of technical indicators to become more confident traders. Participants will learn to identify active trading opportunities using relative strength, candlestick analysis, and price patterns.
The purpose of this session is to answer questions from students regarding topics taught in David Settle's weekly classes. The goal is to help you apply the learning you receive to your own active trading as you watch David apply the same concepts in his class trades.
This class discussed the big market pull-back last week after the FOMC interest rate decision. Due to markets moving violently, we saw a lot of shake-up on the Sector Selector this week. Most of the growth sectors fell in the ranking and the defensive sectors improved (on a relative basis). We ended class by looking at three stocks from the Health Care sector.
This basic options class discussed the benefit of having all of our December contracts expire at max gain, just in time for the market to fall quite aggressively, which allows for our future trades to be placed at better levels/premiums. We ended class with a sold put match-up between a health care stock and a retail stock.
This DGI class wrapped up 2022 with its final portfolio selection. We discussed the benefit of pursuing DGI in all market environments and compared the strategy to innovative/disruptive strategies that were all the rage a couple years ago. DGI has held up remarkably well and regardless of what 2023 brings, we are open to the challenges/opportunities. Our final head-to-head match-up was in the REIT space.
This intermediate options class is designed for market participants who want to start trading more actively. Bullish and bearish directional strategies are guided by technical analysis and are used on both stocks and ETFs.
We wrapped up a fun 2022 for swing traders who were able to successfully navigate the choppiness that showed up. This class discussed different order types, and acknowledged that things don't always go the way we want. But it's important to stay focused, with an eye towards the future. Low Volatility stayed atop the Factor Selector; Low Size was at the bottom. We ended class with three new swing trading ideas.
This advanced options class uses volatility and market analysis to guide its decisions to build an inventory of multi-leg options trades across multiple ETFs. The inventory is then managed as one position rather than as separate trades.
The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios.
In today's class, we looked at the upcoming year based on how the major asset classes performed this year. We discussed the rotation into international equities and sector moves. We discussed the potential for bear market in 2023 and how to re-allocate a long-term portfolio.
This class trains students on a wide variety of technical indicators to become more confident traders. Participants will learn to identify active trading opportunities using relative strength, candlestick analysis, and price patterns.
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