4.5 out of 5
4.5
106 reviews on Udemy

Trading Options in U.S. Markets

Do it your self-investing with stocks and options. Learn how to research, analyze, and place a trade to match the trend
Instructor:
Andy Peterson
6,614 students enrolled
English [Auto]
Fully understand the basics of investing
Have a knowledge of TradeCaddie investing tools

Having a good foundation is important when investing.  This course will teach you how to trade in the options markets and how to research, analyze, and understand the reasons why trend directions occurred. 

If you know your exit points (when to get out of a trade) both positive and negative, then you are better equipped to become a successful trader. 

One of the biggest mistakes of novice traders is over trading.  Just because you have a feeling does not mean you should trade it. 

Knowing when and how to place a trade increases your chances of profitability. Many people trade in one direction. Their expectation is usually bullish (meaning the stock will rise in value).  This is one direction trading.  With options you can make money in bullish, bearish, and stagnant markets. 

This course is design to give you a basic understanding how to identify opportunities which can generate profits while minimizing the downside and risk. 

101 – Introduction to Interest Income – This course introduces the user to the wide world of making money in methods other than wage income.

102 – Basic Research – This introduces free tools on the internet they can use to do their basic research.

110 – Introduction to Stocks (Equities) – This course is a cursory overview of what stocks are and the basic principle behind investing using stocks as your asset.

120 – Introduction to Technical Analysis – This course is the first course of five in Technical Analysis. It introduces the user to how to use charting to gauge support and resistance levels.

130 – Introduction to Fundamental Analysis – This course introduces the user to Fundamental Analysis, which is the researching of the strength of a company, as well as its effectiveness within the industry.

140 – Introduction to Economic Events and research – This course introduces the user to the economics.

150 – Introduction to Options – This course gives a brief overview of what options are and how they relate to stocks. It introduces the user to the five basic instruments (Stock, Long Call, Short Call, Long Put, and Short Put) but does not go into detail. It talks the history of options and how the Black Scholes Model was used in deriving fair pricing for options. We also introduce the user to the orientation to the options chain and how to use it.

151 – Long Call – Optimizes a Bullish trend. The Long Call is a Debit Trade and gives the buyer the right to buy a stock, at a fixed price, within a set time frame. Our reward is theoretically unlimited and our risk is limited to the price of the option.

152 – Short Call – Optimizes a Stagnant to Bearish trend. The Short Call is a Credit Trade and gives the seller the obligation to sell a stock, at a fixed price, within a set time frame. Our maximum reward is the credit received and our risk is theoretically unlimited.

153 – Long Put – Optimizes a Bearish trend. The Long Put is a Debit Trade and gives the buyer the right to sell a stock, at a fixed price, within a set time frame. Our maximum reward is the strike of the Long Put minus the Debit and our risk is limited to the price of the option.

154 – Short Put – Optimizes a Stagnant to Bullish trend. The Short Put is a Credit Trade and gives the seller the obligation to buy a stock, at a fixed price, within a set time frame. Our maximum reward is the credit received and our maximum risk is the Short Put strike minus the credit received.

160 – Debit/Credit Trade Review – Review of Credit verses Debit Trades. A Debit Trade is when a higher priced option is bought and the lower premium option is sold (at the same time). A Credit Trade is when the higher priced option is sold and the lower priced options are bought (at the same time).

170 – Introduction to Sentimental Analysis – This course introduces the user to Sentimental Analysis which, is the emotional influence on a stock or options price.

180 – Understanding the Greeks – This course covers Delta, Gamma, Theta, and Vega. The Greeks are based on a mathematical model that are calculated daily to assist the trader in projecting the future theoretical valuation of an option price.

190 – Options Review – This course reviews the Put and Call positions.

Introduction

1
Course Introduction

Welcome to Options Trading in U.S. Markets.  

2
101: Introduction to Investment Income Part A

It will be worth your while to download the PDF file accompanying this and the next 2 videos.  This video describes income types, common stock, capital gains, and capital losses. If you are familiar with the material in these introductory videos, feel free to speed up the lectures by 1.5 times using the speed setting found in the lower left hand corner in order to get to the material that matters to you most.

3
101: Introduction to Investment Income Part B
4
101: Introduction to Investment Income Part C
5
101 Review

Review questions for the 101 course on Basic Options

6
102: Basic Research

This is a short, high level overview of what to look for when researching stocks. We cover briefly Technical and Fundamental Analysis, as well as monitoring trends and following basic rules. We introduce the TradeCaddie research gateway briefly, which is simply a list of links that help you analyze stocks. 

7
Review 102

Review of the 102 course on "Basic Research"

8
110: Introduction to Stocks - Part A

What is stock? How does it compare to bonds? What is the stock market, and how does one buy and sell on it? Why do stock prices change? Who are the shareholders? Can stock price changes be predicted? What is market capitalization?  This lecture also covers how to read a stock chart, including P/E ratio, trading volume, and so on. Bull markets, bear markets, chickens, pigs, and more. 

9
110 - Introduction to Stocks - Part B

This lecture covers:

  • Stock Types
  • How to trade stocks
  • Stock Exchanges
  • Why Stock Prices change
  • Earnings Reports
10
110 - Introduction to Stocks - Part C

This lecture covers the following:

  • Buying Stocks
  • DRIPS and DIPS
  • How to read a stock chart
  • Market Sentiment
11
Review 110 - Introduction to Stocks

Review 110 - Introduction to Stocks

12
120: Introduction to Technical Analysis
13
Review 120 - Introduction to Technical Analysis
14
130: Introduction to Fundamental Analysis - Part A

Of the three types of analysis, fundamental is the one that directly evaluates the core business financial abilities and management effectiveness, as well as evaluates how the company is competing with other companies within the same business discipline. It is in this course that you will learn about Valuation Measures (P/E Ratio, Price/Book Ratio, Market Cap, and more), Profitability, Management Effectiveness, Trading Information (Beta, 52-Week Change, Volume, Percent held by Insiders), and so on. 

15
130: Introduction to Fundamental Analysis - Part B

How to understand the fundamental financial performance of a company from its balance sheets and financial reporting.  

16
Review 130 - Introduction to Fundamental Analysis

Of the three types of analysis, fundamental is the one that directly evaluates the core business financial abilities and management effectiveness, as well as, evaluates how the company is competing with other companies within the same business discipline.  The data used in the calculation is not only the most personal but uses information that was gathered days, weeks, even months in the past. 

17
140: Introduction to Economic Events and Research - Part A

This course teaches you about how analysts speculate on how events in society can have an effect on stocks. Free data is available on various websites. This video tells you about Indicators such as the ADP Employment Report, the Beige Book, Business Inventories, Chicago PMI, Construction Spending, Consumer Confidence, CPI, PPI, and so on.

18
140: Introduction to Economic Events and Research - Part B

This lecture reviews the following Economic Indicators:

  • Durable Goods Orders
  • EIA Petroleum Status Report
  • Employment Cost Index
  • Employment Situation
  • Existing Home Sales - Monthly
  • Factory Orders
  • GDP (Gross Domestic Product)
  • Jobless Claims
  • PPI
  • Import and Export Prices Monthly
19
Review 140 - Introduction to Economic Events and Research
20
170: Introduction to Sentimental Analysis
21
Review 170 - Introduction to Sentimental Analysis
22
180: Understanding the Greeks

Details on how to understand the calculations and formulas called the greeks.

23
Review 180 - Understanding the Greeks

Options, Calls, and Puts

1
150: Introduction to Options - Part A

This lecture reviews:

  • Risk
  • History of Options
  • What are Options
  • Important Points
2
150: Introduction to Options - Part B

This lecture reviews:

  • Brief overview of Options
  • Participants in the Options Market
  • Distinction between buyers and sellers
  • Four positions in Options
  • Options lingo
  • Why we use Options
  • Options Example
  • Exercising Options
  • Trading Out Options
  • Intrinsic Value and Time Value
3
Review 150 - Introduction to Options
4
151: Long Call

Detail about the Long Call Option

5
Review 151 - Long Call
6
152: Short Call

This lecture tells you everything you need to know about the Short Call. We provide an example of the trade in the market after showing you how to read the charts to find the resistance. We then show you how the OCW - the Options Chain Wizard from Trade Caddie, which will set up the primary and secondary exit points for you.

7
Review 152 - Short Call
8
153: Long Put

This lecture offers a creative way to understand a long put by providing a memorable, practical example from the insurance world. We then walk you through a long put trade in the stock market.

9
Review 153 - Long Put
10
154: Short Put

Details about the Short Put Option

11
Review 154 -Short Put

Getting Started with Paper Trading

1
Introduction to Paper Trading

In this section we define the concept of Paper Trading, as well as, describe who the beneficiaries are.  

2
Question to ask yourself when picking your on-line broker

There are six questions you should ask yourself when picking your on-line broker.  This section focuses on those questions.

3
Opening your Paper Trade Account

The Chicago Board of Options Exchange (CBOE) provides a virtual trading platform for free.  This section will introduce you to getting a functional understanding on how to place trades using the "Virtual Trading" platform provided by Charles Swab (OptionsXpress).  

4
How to Paper Trade with the CBOE TD Ameritrade Account

This section will introduce you to getting a functional understanding on how to place trades using the "Virtual Trading" platform provided by CBOE TD Ameritrade ThinkOrSwim.  

5
Paper Trade Review and overview of order types.

Review

1
160: Debit/Credit Trade Review

Reviews the difference between Credit trades (trades we get paid to play) and Debit Trades (Trades we pay to play).

2
190: Options Review

Review of options and how to use them. 

3
Beginner's Quiz

Test your knowledge of Options and Spread Trading.  This 40 question quiz is a random selection of the level one course in our education test banks. Read the questions carefully as most mistakes are made from answering questions before they are fully understood.  Unless otherwise stated questions are based on U.S. Trading Standards. Good luck!

4
Closing

Thank you for taking our course.  Look for more of our classes here on Udemy.com

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Trading Options in U.S. Markets
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