I am honored to be asked to help mentor the CA PV forum. A little about my background: I started self-directed investing in stocks 25 years ago and augmented that with covered call selling and collaring about 10 years ago. I wanted to get more serious about trading options and spreads, so after a lot of research I decided upon SteadyOptions forum in 2013. It was here I really learned the importance of key principles like position size, portfolio balance, risk/reward planning, and often overlooked trade execution skills. I still trade a few pre-earnings names I follow when conditions setup and time allows.
In the last few years with the air getting thin in stock market valuations I began to work on long equity portfolio hedging techniques. I focused my learning time (with the help of a mentor) to establish a background in taking advantage of market conditions to create low cost ways to add long gamma and vega positions to offset the risk with long equity exposure. I’m excited about the strategies in the CA forum and continuing to learn amongst the members there.
-Tim
I use (not intended to endorse any of them, just fyi):
Tools: LVX, ONE, TOS, VolatilityHQ, custom Excel/Python tools for scanning, and more recently testing out TradeHawk
Brokers: TDA, Tradier, IB
Stock research services for fundamental analysis: Stansberry Research