Stock – Portfolio Protection Course

This course teaches individual investors how to protect their stocks and stock portfolios via safe, low cost hedging strategies even if they have no active investing experience.

If you are looking for ways to protect gains in a stock holding or your portfolio without having to spend a large amount of time and capital for protection then watch this quick video below.

Dear Frustrated Investor,

At The Options Revolution we acknowledge that the markets are often irrational and can take your profits away in much less time than it took to make them. We have repeatedly seen it happen to many of our friends and family members. That is why we created this simple education course and worksheet to help you become more proactive in managing and protecting your portfolio. In 2007-2008 we watched :

the markets drop over 54% in value.

Many of our friends and family complained that they were not prepared and would not heed our warnings of a looming market collapse.

Unfortunately, it takes losing something to realize that you have taken something for granted.

That’s when it truly hit us that there are no clear alternatives or “blueprints” for the average investor to protect themselves in difficult markets.

Most advisers and brokers are NOT allowed to help you insure your portfolio.

In fact, most are not licensed to even discuss how to protect your portfolio with options strategies. Most brokers are only allowed to promote diversification (because that keeps all investor capital invested at all times which = $$$ for Wall St. firms). We know that historically diversification has been a great tool, but it only truly helps if individual stocks are moving independently. This is really no longer the case. In today’s market nearly every stock is moving up and down in sync to some degree.

Both of the founders at The Options Revolution believe that before you can try to make money in the market through proactive investing, you need to protect what you have. Once this is accomplished, then you can modify your existing portfolio to include specific strategies that match your investing styles.

We truly believe that you need to know how to protect your investments and we know that the information in our course will teach you how. That is why we offer a 60 day money back guarantee. No questions asked.

This course is designed to get the beginner up to speed on how to protect their stocks and stock-oriented portfolio with option strategies.

Every investor has different needs and outlooks on the market.

These option strategies are extremely flexible and repeatedly adjustable to cater to your specific requirements and market assumptions.

Let’s face it, a young investor that is fresh out of college has a lot less money to spend on protecting his limited portfolio compared to his father who has been investing for much of his life and needs to avoid another 50% drop in his portfolio.

This course is NOT a “get rich quick” scheme.

BUT rather it is a “protect your riches quick” strategy.

These strategies are used by professional traders and managers around the world. Large hedge funds and brokerages utilize them for their own portfolios and their large clients but they’ve been deemed “too sophisticated” and thus “too risky” for the average investor.

If you want to become more proactive with your portfolio then take the necessary first steps and learn to protect what you have. Please ask your adviser or broker what he thinks about protecting your portfolio. He/she will most likely come back with a comment that you are diversified or that you can adjust your allocation around if you want to become more conservative. The reality is that much more can be done that just that. The “dirty little secret” though is that you’re “rep” is most likely not allowed to do it for you. Most firms will not allow their reps. to do this type of thing and thus the majority of reps. do not even consider offering it to clients. If you are comfortable with those choices then we wish you the best. Unfortunately, these are the same long term strategies and prevailing mindset that have allowed these large drops to happen in the first place.

Everyone has a friend who lost a ton of money in the market at some point. I have a very smart family member that used to work for Amazon in 1999. Long story short, he refused to hedge when things went parabolic and lost 95% of what he could have had. On the flip side, I had an older gentleman approach a colleague of mine asking for help. He then turned to me with a multi-million Dollar portfolio asking for the best way to protect this portfolio. I’d always thought that once you make the millions, you know how important it is to protect them. This was a faulty assumption. This gentleman realized that his “old school” broker didn’t have a clue and was searching for his own answers. This was is in January 2008 and the market had already fallen from 14,000 to 13,000. The older man did not want to lose anymore money, but he also did not want to get out of his 70+ stock holdings either. The only real choice was to hedge his portfolio. I ran the numbers on Jan. 3rd when the Dow was at 13,057 and we had to protect a 10% down move which correlated to another $350k loss. Less than 20 days later, the Dow dropped 1,000 points, a little over 7%. He used a hedge that capped his losses to 2% to the downside and limited him to 4% on the upside.

If you want to take the bull by the horns to control your destiny by limiting your losses then you need to learn how – the proper way. This type of hedging has been available to the investing public for over 35 years.

We know why Wall St. isn’t using it for their clients but the more important question remains:

WHY AREN’T YOU USING IT FOR YOURSELF?

Truly, it’s likely that no one will do this for you. This is something that most folks will simply have to do themselves.

Our course can get you up to speed. If you already have some basic knowledge then you can skip ahead to the actual hedging strategies.

Covered Topics:

Course Topics

	Investing Challenges Stop Loss Weaknesses How to Replace your Stock with Options Portfolio Protection Why you need to Protect Now
	Defining What you want to Hedge (Protect) Defining Risks – Stocks, Sector, Market What is Beta Weighting

	What Part of Portfolio you Should HedgeIdentifying Maximum Loss Levels Using Market as Gauge
	Comparing Insurance Protection Partial Protection

	Types of Protection – Options, ETFs, Inverse ETFs Call Options Call Profit and Loss Put Options Put Profit and Loss

	Inverse Beta Positions Leverage Stock Risk – How many Options?

	Month Selection In the Money Out of the Money
	Portfolio Worksheet Stock Information Beta Information Free Resources
	Quantifying Risk Trading Choices
	Hedge Adjustments Hedge Exits
	How Spreads can reduce cost even further Vertical Spreads Collar
	Taking Action Step by Step walk through of worksheet on mini portfolio