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Page 1: MEMBER GUIDE Trader Page 5 1. Getting Started With Velocity Trader This section includes topics that new subscribers usually want to learn about right away. Strategy You’ll find

MEMBER GUIDE

Page 2: MEMBER GUIDE Trader Page 5 1. Getting Started With Velocity Trader This section includes topics that new subscribers usually want to learn about right away. Strategy You’ll find

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Welcome 3

1. Getting Started With Jim Fink’s Velocity Trader 5 Strategy Broker Considerations Training Videos on the Website

2. Communicating With Jim Fink 7 Emails from Jim to All Subscribers Stock Talk and the Forum Jim’s Speaking Engagements Meeting Jim Fink in Person

3. Using the Website 8

Logging in for the First Time Logging in After the First Time

4. Managing Your Account 9 Updating Your Account Information: Do-It-Yourself Changing the Amount and Type of Email You Receive Updating Your Account Information: With a Customer Service Representative

5. Additional Options Resources 9 The Velocity Trader Trade Table Seasonal Velocity Scanner Options Glossary Options Toolbox

6. Frequently Asked Questions about Velocity Trader 10

Conclusion 14

Investing Daily, a division of Capitol Information Group, Inc., 7600A Leesburg Pike, West Bldg., Suite 300, Falls Church, VA 22043. Subscription and customer services: P.O. Box 4123, McLean, VA 22102-9819, 800-832-2330. VTMG-1115 It is a violation of the United States copyright laws for any person or entity to reproduce, copy or use this document, in part or in whole, without the express permission of the publisher. All rights are expressly reserved. VT-Member_Guide.pdf (November). ©2015 Investing Daily, a division of Capitol Information Group, Inc. Printed in the United States of America. The information contained in this report has been carefully compiled from sources believed to be reliable, but its accuracy is not guaranteed. Disclaimer: For the most up-to-date advice and pricing, go to www.VelocityTrader.com.

Table of Contents

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Dear Velocity Trader Member,

Welcome to the fastest way to earn triple-digit investment returns through options trading! You are now among a select group of investors with access to my proven and powerful Profit Multiplier System… a system that works on stocks set to move either up or down. And, of course, I’ll be there to help you with every step along your journey to profits with step-by-step instructions on how to flawlessly execute each trade.

Are you ready to get started?

I recommend you begin with these three steps:

1. Familiarize yourself with this Member Guide.

If you are new to options trading, this guide and the website will help walk you through your first trade.

If you are an experienced options trader, you’ll enjoy reading about our winning strategies. This Guide also tells you how to get started communicating with your fellow members and me. Please be sure to read the “Frequently Asked Questions” in Section 6 to help you join in the ongoing discussions. You will find a wealth of information in those FAQs!

2. If you don’t already have it, get authorization to trade options from a broker.

Take the steps outlined in this Guide and on the website to set up your brokerage account for trading options. Even if you already have a brokerage account, you will need to get an upgrade to trade options. This is a process that takes you literally a few minutes and I will tell you exactly how it is done. If you do not already have a broker in mind, in the FAQs we provide a list of brokers who can help you execute your trades. I am not myself a broker and am not being paid to endorse any of them.

3. Log into the Velocity Trader website and watch my tutorial videos.

When you watch the videos (descriptions start on page 6 of this Guide), you’ll hear more about how I got to where I am today. You’ll quickly gain an understanding of puts, calls, and spreads. I’ll also share my personal options philosophy and describe the all-important Trading Alerts with copy-and-paste instructions for your broker.

The videos will also take you through the five most important methods that I use in the options trading strategy that propels Velocity Trader: Seasonality, Momentum, Max Pain, MACD Charts, and Event Situations.

The more you learn, the more you’ll realize there is just no going back to plain stock investing.

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And then you will be well on your way! Soon, you too will be celebrating your first big options “win” with the other satisfied and happy members of Velocity Trader. My staff and I welcome you and congratulate you on making a very wise decision by becoming a member of our options community.

I Want to Hear About Your Success!

In a very direct way, my success is measured by your accomplishments. So I want to hear from you, and I hope that you will share your stories about the trades you make.

If you would like to let us know about your Velocity Trader experience, or if you have any comments or questions, please share your experience on the website’s discussion boards.

I greatly appreciate the trust and confidence you have placed in me. And I take my responsibility to you very seriously. I look forward to helping you achieve abundant success in the markets.

To Your Success,

Jim Fink, Chief Investment Strategist Velocity Trader

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1. Getting Started With Velocity Trader

This section includes topics that new subscribers usually want to learn about right away.

Strategy

You’ll find Jim’s excellent, easy-to-read overview of options trading in the Options Strategy Lessons section of the website under the Resources tab. You will also find numerous training videos there.

Jim recommends buying four types of options in Velocity Trader: calls, puts, call spreads, and put spreads. All of these are fully explained in the lessons and videos.

Velocity Trader recommendations will either be short- or long-term trades, and they’re all released on Tuesday mornings. The short-term trades are usually closed in just a few days, whereas the long-term trades may remain open for a few weeks or even months. Because most trades will only be open for a few days or weeks, you will usually be able to roll your gains from one trade right into the next one.

Only 40-60% of Jim’s trade recommendations will be winners, but that’s all it takes to achieve huge success. That’s because the gains on the winners are designed to dwarf the inevitable losses on some trades. For you to achieve success, it’s important that you place an equal amount of money in each trade. Don’t try to guess which ones will be the winners.

Broker Considerations

Before you can take advantage of options, you’ll need authorization from your broker to trade them separately from any other authorization you may have. The fact that you have a stock brokerage account does not mean you are authorized to trade options. You must request an options authorization separately.

The good news is that getting authorized for options trading usually means less than five minutes of work on your part. Keep in mind: You are not applying for a mortgage here. Your broker will want to know that you have experience trading options and that you understand the risks involved. But they are not going to audit your background, test your knowledge or check your financial history.

If you already have a stock-trading account, simply request an options upgrade from your broker. Some brokers let you upgrade online; others require you to fill out a form and send it in. In either case, the broker will take a few days to process your request and inform you what options trading level you have been assigned. A higher-level authorization gives you more capability for trades.

Options brokers define different trading levels based on the risk of the options’ strategy. A higher-level authorization gives you more capability to trade different options strategies. If you are authorized to trade options spreads, your broker will require you to sign a margin agreement, because an option spread includes the sale of an option that could be assigned early against you (meaning you would have to buy the stock) and is not directly “covered” by stock you already own.

If an option you have sold is assigned, a margin account empowers your broker to temporarily buy the assigned stock – just long enough to sell it – even if the cost of the 100-share stock purchase is more than your account size could normally handle. Some brokers (e.g., Fidelity and Thinkorswim) even allow “limited” margin in IRA accounts for the sole purpose of handling involuntary early assignments.

For example, if you sell a 50/45 put spread, an involuntary early assignment on the $50 put would require that you buy 100 shares of stock for $50 per share ($5,000 per contract) and deliver them to the buyer of the $50 put. If your account size cannot afford to hold onto this $5,000 purchase, your broker will require that you immediately sell the 100 shares of stock at the market price, with a fail-safe minimum price guarantee by the lower strike put you had

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previously purchased as part of the put spread. Even though your broker requires you to complete a margin agreement in order to trade option spreads, it doesn’t necessarily mean that you will need to use it.

If you don’t currently have a broker, please see “Opening An Options Trading Account” under the Resources tab on the website for a list of some brokers that are highly rated by Barron’s Magazine.

When trading options, you can either phone in your orders and speak to a live broker or you can input the trades online yourself using the broker’s website.

You’ll need to have at least Level 2 approval to profit from the Velocity Trader strategies. Here are a few tips to help you answer the authorization questions:

1. Investment Objective

Your best chance for a high trading level authorization is if you put down “speculation” as one of your objectives. Selling put credit spreads at an appropriate position size is no more speculative than buying shares of stock, but brokers seem to think all option trades are speculative, so you will want to state “speculative” for the sake of your broker’s policy guidelines, not because you actually intend to trade speculatively.

2. Trading Strategies

The more strategies you check off, the better your chances of getting full authorization. Feel free to check off all of the strategies listed even if you don’t initially plan on trading all of them.

3. Trading Experience Don’t be shy when answering this question, but honesty is the best policy. The more years you say you’ve been trading stock and options, the higher your trading level authorization will be.

4. Net Worth Higher is better, but again honesty is always the best policy.

For an entire detailed report on how to open your options trading account, please see “Opening An Options Trading Account” under the Resources tab on the website. And Jim talks more about this in his training videos, described below.

Training Videos on the Website

Your Velocity Trader membership includes eight video tutorials custom-made for Velocity Trader members. You can learn at your own pace and take time to familiarize yourself with the strategies we will be using to collect “instant cash.” There is no pressure and we want you to feel comfortable with every aspect of your service.

To watch the videos, please first log into the Velocity Trader website. For instructions on logging into the website, see Section 3.

1. Welcome to Velocity Trader. Jim explains how his working-class background

taught him the importance of thrift, hard work, and careful investing. Coupled with his amazing educational background – including the fact that both of his parents were teachers – these traits led him to his success today. You’ll learn how Jim developed his practical method for predicting market turns, and the secret that he and the big financial firms used to profit through the recent recession. He’ll also go over the basics of how to get started with options, including how to choose a broker and how to secure the trading permissions you’ll need.

2. The Basics of Options for Velocity Trader. Jim walks you through all the details you’ll need to know about options to begin using the Velocity Trader service. Topics

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include how options work, the basics of put credit spreads, and initial strategies.

3. Method #1: Seasonality. The next five videos discuss the different methods Jim employs in his Velocity Trader system. The first method is seasonality, or the cyclical patterns of stock movements. He’ll give you all the details on how to spot them, and how to take advantage of them for increased profits.

4. Method #2: Momentum. In this video, Jim discusses the importance of Momentum when it comes to options, and how to catch stocks that are already moving and aren’t slowing down anytime soon.

5. Method #3: Max Pain. In this third instructive video, Jim explains how to stay on the side of the market makers – those people who manipulate movements to crush retail investors. By learning more about this aspect of Jim’s strategies, you’ll be better able to avoid losses and gain profits.

6. Method #4: MACD Charts. This video provides an overview of exactly how you can use technical indicators (like the Moving Average Convergence Divergence indicator) to find optimal trades. Jim also reveals some of the secrets behind the powerful “double barrel” profit signal.

7. Method #5: Event Situations. Jim describes how you can use several event situations – such as shareholder votes and buyouts – to make additional profits. This video also includes an approach to handling the four guaranteed events that take place every year: quarterly earnings.

8. Making Your First Trade. The moment you’ve been waiting for! In this final video, Jim provides a detailed review of how to read the trading instructions he’ll be sending twice each week. He also provides some tips on opening and closing trades, and an overview of how to make the most out of his Velocity Trader recommendations.

2. Communicating With Jim Fink

As much as we would like to talk to each one of you individually, federal regulations prohibit subscription companies like us from giving personalized investing advice – that’s something a licensed financial planner or stockbroker would do. At Velocity Trader, Jim has conversations where all members can benefit. The good news is there are several satisfying ways he can do that, including email, online discussion boards and live events.

Trade Alerts from Jim to All Subscribers

Each week, Jim will email you two “Trade Alerts” that come with specific instructions and a complete analysis of the opportunities. All past and current Trade Alerts are available on the Velocity Trader website.

The first Trade Alert will be for a short term trade, which will typically close or expire by the end of that week (though in some cases may remain open for an additional week or two). The second Trade Alert will be for a long-term trade, which will remain open for one to two months in most cases.

Jim will also follow each recommendation very closely. If there is ever a need to make a change to a recommendation, take some profits off the table, cut a loss, or close a position, you will receive an immediate Flash Alert with a complete overview and the recommended course of action.

As you can see, it’s very important that we have your correct email address on file. See Section 4 if you ever need to update your email address or other account information.

You may also sign up to receive Flash Alerts on your smart phone. To sign up, send an email to [email protected]. Provide your name and smart phone number in the email

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and tell us you want to begin receiving Velocity Trader Alerts via your phone. Once we receive your email, your number will be added to the system. Soon you’ll receive a text message on your phone asking you if you would like to receive messages from VT Alerts.

Simply text back YES.

You will continue to receive email Alerts too.

If ever you want to stop this service, simply text back STOP and we’ll take you off the list to receive text messages.

Engaging with Jim and Fellow Velocity Trader Members

Two of the most valuable resources available to you as a Velocity Trader member give you the ability to engage with Jim and your fellow options traders. They are the Stock Talk discussion board and the Forum. You can access Stock Talk from the Resources tab and the Forum from the Forum tab.

We are especially proud of the unique and vibrant virtual community that Stock Talk and the Forum make possible. They are interactive features, where experienced and novice members come together to learn from each other and help each other out.

A Stock Talk posting form appears at the bottom of all website alerts and articles. If you have a question or comment pertaining to one particular alert or article, please post your question at the bottom of that alert or article.

If you have a question about trading options in general, the answer can probably be found in the website’s Forum. You can search using the white Search bar in the website’s upper right. If you don’t find your answer, the Forum lets you begin a discussion about a particular topic or join in other ongoing discussions.

Please be sure to read the “Frequently Asked Questions” in Section 6 of this Member Guide before posting any questions. Many of the questions that novice options traders have are already answered in the FAQs.

Jim’s Speaking Engagements

Jim is regularly featured in online webinars conducted by outside organizations. When he has a webinar coming up, we will list it on the website under the Events tab.

Meeting Jim Fink in Person

Members of Investing Daily’s Wealth Society are invited to attend our annual Investing Summit each spring at no charge. The Summit features two days of formal presentations mixed with fun and casual interactions around town. Jim is always a popular speaker at the Summit.

A limited number of non-Wealth Society members are invited to attend the Investing Summit for a $495 fee. Please call (800) 832-2330 for details.

3. Using the Website, www.Velocity Trader.com

Logging in for the First Time

If you have other Investing Daily subscriptions and you know your password and email address on record, you can now use those same credentials to log into the Velocity Trader website.

If Velocity Trader is your first Investing Daily publication, to log in the first time you will need to register with Investing Daily and create a password. Within two days of subscribing you should receive an email from us with your new account number. If, for some reason, you don’t have that information, please call our Customer Service Department during regular business hours.

Once you have your account number and email address ready,

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1. Go to the Investing Daily “My Account” page

2. Enter your Account Number

3. Enter the Last Name that you used as you subscribed

4. Enter the Email Address that you used as you purchased Velocity Trader

5. Create a Password, and then enter it a second time to be sure

6. Click the green “Register New Account” button

7. Proceed to the Velocity Trader website

8. To log in, enter your email address and new password

9. Click the yellow “Log In” button.

It is important that you use the email address here that you used when you subscribed to Velocity Trader. If, in the future, you want to change your email address on record, see the “Do-It-Yourself” instructions in Section 4 or contact our Customer Service Department during regular business hours. Our email address is [email protected].

Logging in After the First Time

If you ever forget your password, you can retrieve it yourself using the “Forgot your password?” link on the website’s home page.

Simply enter your email address in the “Email address” box and click the “Forgot your password?” link. Within a minute or so, you’ll receive an email with your password in your inbox. To maintain maximum security after using this process, we recommend that you proceed to change your password – see “Updating Your Account Information” below.

If you continue to have trouble logging in, please contact Customer Service for help and a “Quick-Access Link.”

Do you subscribe to other Investing Daily services beyond Velocity Trader? If so, there’s a quick way to jump from website to website. Once you’re logged into the Velocity Trader, click on “My Investing Daily” in the black bar at the top-left of the website. A large drop-down menu will list all of the premium services in which you’re actively enrolled. Click the name of any service to jump to that site.

When you’re ready to return to Velocity Trader, you can jump back using the same drop-down list.

4. Managing Your Account

Updating Your Account Information: Do-It-Yourself

If you need to update your postal address, email address, or password, please log into the

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Velocity Trader website and then click on “My Account” in the top-right of the website.

Changing the Amount and Type of Email You Receive

While logged into “My Account,” you can also choose “Email Preferences.” Checking and unchecking these boxes controls what kind of email we send you. Please be sure that “Issue Notifications, Trade Alerts, and Flash Alerts” is always checked, since unchecking those boxes means that you won’t receive Jim’s critical trading emails.

Updating Your Account Information: With a Customer Service Representative

If you have any questions about your account or would like help in changing your account information, please contact our friendly Customer Service representatives. We are open Monday through Friday, from 8:30 a.m. until 6:00 p.m. Our phone number is 800-832-2330 and our email address is [email protected].

5. Additional Options Resources

The Velocity Trader Trade Table

You will find a complete history of all of Velocity Trader trades on the website under the Trades tab. All trades are sortable by date, by name, and you’ll be able to switch views between open and closed trades, so you’ll always be able to find the most up-to-the-minute information.

Seasonal Velocity Scanner

This amazing software application is unavailable anywhere else. You will find the download and instructions for the Seasonal Velocity Scanner under the Resources tab.

With this software, you can quickly look up a stock selection’s ten-year price history and find out its value in a seasonal context. If a certain stock usually gains in value during a certain time of the year, the Seasonal Velocity Scanner will give you that information.

Please note that the Seasonal Velocity Scanner is only compatible with PCs, not Macs.

Options Glossary

When you are new to options trading, the specialized vocabulary can feel bewildering. Don’t worry – your fellow Velocity Trader members have mastered the lingo and you will too. Just keep this link handy: Options Industry Council Options Glossary. You will also find this link under the Resources tab on the Velocity Trader website.

Options Toolbox

As you get more comfortable with options, you’ll enjoy exploring the many tools collected in our Options Toolbox. We have compiled numerous types of calculators numerous calendars that augment Jim’s trading explanations analytical tools paper trading simulators and more, from sources as diverse as the Options Industry Council, University of North Carolina, Yahoo, Trade Monster, RTT News, Barron’s, and more. The Options Toolbox is located under the website’s Resources tab. Have fun!

6. Frequently Asked Questions

While you are new to Velocity Trader, and before you post questions on the Stock Talk discussion board and Forum, please read through these FAQs. If you have a question about getting started with options trading, you can be sure that many others have had the same question before

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you!

What are options?

Stock options are derivatives. They derive their value from an underlying “something else” – typically the value of a stock or stock index. Each options contract represents the right to buy or sell 100 shares of that underlying stock at a certain price on or before a certain date. Compared to stock, they are very inexpensive.

What’s a call option?

A call is an options contract that grants the buyer the right, but not the obligation, to buy the shares of a company at a set price (the “strike price”), for a certain period of time. The seller of the call option is obligated to sell the stock at the strike price if the call owner decides to exercise. If the stock fails to rise above the strike price before the expiration date, the call option expires worthless. You buy a call if you think the stock price will rise, and sell a call if you think it will not rise.

Options on individual stocks and ETFs are “American style” and can be exercised at any time before the option expires. Selling an option is also referred to as “writing” an option.

What’s a put option?

A put option is a contract that gives the buyer the right, but not the obligation, to sell the stock underlying the contract at a predetermined price (the strike price). The seller (or writer) of the put option is obligated to buy the stock at the strike price if the put owner decides to exercise. If the stock fails to fall below the strike price before the expiration date, the put option expires worthless. You buy a put if you think the price of the underlying stock will fall, or sell one if you think the price will not fall.

What is a “long” position?

When you enter into a trade by buying a contract, it is sometimes referred to as a “long” position.

What is a “short” position?

When you enter into a trade by selling a contract, it is sometimes referred to as a “short” position. For example, a 50/45 put credit spread, where you sell the 50 put and buy the 45 put, can be characterized as “being short the 50 and long the 45 put.”

What does it mean to “open” or “close”?

Instead of simply placing a “buy” or “sell” order as you would for stock trading, options traders must choose among “buy to open,” “buy to close,” “sell to open,” and “sell to close.”

“Buy to open” is the opening of a long call or put position in option transactions. In this kind of order, the option position is not held short in the account during the transaction.

“Buy to close” is the closing of a short position in option transactions. “Buying to close” means taking an opposing position from the short position in order to close out exposure to the position. The new long position’s performance should net out with the short position’s.

“Sell to open” is the opening of a short position in an option transaction. “Sell to open” means that the option investor is initiating or opening an options trade by selling or establishing a short position in an option.

“Sell to close” means that you want to sell the option in order to close your existing

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long position.

What’s an options contract?

An options contract represents 100 shares of the underlying stock, but option prices are quoted on a per-share basis. Consequently, if you sell one option quoted at $1.00, you will receive $100 per contract ($1.00 * 100 shares).

What’s an expiration date?

The expiration date is the date the option expires, stops trading, and is subject to automatic exercise if its settlement value is in-the-money. For individual stocks, the “regular” expiration date each month is the third Friday of the month, and the settlement value is the closing price at 4:00 p.m. Eastern Time. Some stocks also have “weekly” options that expire on other Fridays. Most index options stop trading at Thursday’s market close and are settled based on opening prices on Friday morning (AM settlement) rather than closing prices on Friday afternoon (PM settlement). VIX options stop trading at Tuesday’s market close and are settled based on opening prices on Wednesday morning.

What does in-the-money (ITM) mean?

A call option is in-the-money if the share price of the stock underlying the option is ABOVE the strike price. A put option is in-the-money if the share price of the stock underlying the option is BELOW the strike price.

What is intrinsic value?

The intrinsic value is the in-money portion of an option’s premium. A call option has intrinsic value if the share price of the underlying security is ABOVE the option’s strike price and equals the share price minus the strike price. A put option has intrinsic value if the share price is BELOW the strike price and equals the strike price minus the share price.

What’s a strike price?

Every option has a strike price, which is the price of the underlying stock at which the call option owner has the right to buy the stock, and the put option owner has the right to sell the stock. For example, if IBM were trading at $190, you could buy one call option expiring in a couple of months to buy IBM at a strike price of $195. This option could cost $3 per share or $300 per contract, composed entirely of time value. Subsequently, if IBM were to release better-than-expected earnings, the stock could rise to $210. Your call option gives you the right to buy 100 shares of IBM at $195 even though the stock would cost $210 to buy in the open market.

What’s the option premium?

The option premium is the total price of an option and is the sum of the option’s intrinsic value and time value. For example, if IBM was trading at $210 and the IBM $195 call was trading at $18, the call option premium would be composed of $15 in intrinsic value ($210-$195) and $3 in time value ($18-$15).

Although intrinsic value is always predictable, calculated as the difference between the strike price and the share price, time value is unpredictable because it varies depending on traders’ expectations of the underlying stock’s future price volatility, which can change. For instance, anticipation of an upcoming earnings report or an upcoming decision by the FDA on drug approval can inflate an option’s price – even if intrinsic value does not change – simply because the time-value component increases.

What is meant by time value?

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The time value is the portion of the option price that exceeds the intrinsic (in-the-money) value, and is based on traders’ expectations of the underlying stock’s future price volatility. Implied volatility is market neutral and is based on an equal likelihood that a stock will rise or fall by a certain percentage over the next 12 months. The higher the expected percentage price move up or down, the more time value. If a stock is trading under a call option’s strike price, the call option has no intrinsic value and its price is composed entirely of time value. The closer you get to the expiration date, the less time value will exist because there is less time for the stock to move in the desired direction. Time value declines based on the square root of time. For example, an option that expires in 40 days will have twice as much time value as an option that expires in 10 days, since the square root of 4 is 2. This continual reduction in time value is called time-value “decay” and is what sellers of options depend upon for profit generation.

How do I choose a broker?

There are numerous brokers to choose from. Barron’s Magazine’s annual ranking of online brokers is a valuable informational resource for investors looking for a broker. Below are six high-rated options brokers, all of which provide advanced options trading capability:

Fidelity ($2,500 minimum)

Interactive Brokers ($10,000 minimum)

OptionsHouse ($1,000 cash minimum, $2,000 margin minimum)

optionsXpress (no cash minimum, $2,000 margin minimum)

Thinkorswim (no cash minimum, $2,500 margin minimum)

TradeKing (no cash minimum, $2,000 margin minimum)

What does the options ticker symbol mean?

Although there may be differences in how brokers present option ticker symbols, invariably the option symbol always focuses on the same core information.

Here is how one option quote might look for a September $195 call option on IBM:

IBM140920C195 IBM is the stock ticker symbol

“14” is the expiration year 2014

“09” is the expiration month of September

“20” is the day of the month the option expires

“C” signifies that the option is a call

“195” is the strike price

How do I start making money with options?

The best way to get started is to to watch all of the introductory and training videos on the Velocity Trader website under the Resources tab.

I didn’t get a trade alert in my email. What should I do?

Sometimes Internet delays cause trade alert emails to be delivered after the market opens, so it is always faster to check the Alerts tab on the Velocity Trader website – click here:

http://www.investingdaily.com/velocity-trader/ alerts/

Another possibility is that the trade alert was sent, but your email program marked it as spam. To ensure that you are receiving email alerts, the following link explains how to whitelist emails from Investing Daily: http:// www.investingdaily.com/white-list/

In addition, please check your email preferences on Investing Daily and make sure that “Issue

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Notifications, Trade Alerts & Flash Alerts” is check-marked: http:// www.investingdaily.com/my-account/#tabs-emailpref

If none of these solutions works, contact Customer Service at (800) 832-2330 during normal business hours, and they will check to ensure that Investing Daily has your correct email address.

Where can I find the history of all Velocity Trader trades?

All Velocity Trader trades from inception can be found on the portfolio pages of the Velocity Trader website.

What if I’m on vacation, not well, or otherwise unable to monitor my existing positions?

Jim’s advice for people on vacation is to close out any vulnerable positions until such time as one is able to pay attention and trade again.

For example, if you are travelling without internet access at the beginning of June, prior to leaving you should consider closing out your option positions expiring in June. Upon your return, you may consider re-opening these June positions if they still make investment sense, or if they were rolled in your absence you can consider opening the later-dated rolled positions if they still make investment sense.

I have more questions. Where do I post them?

If you have general questions about options trading, they’ve probably been asked and answered many times before. Use the white Search bar in the website’s upper right to see if the answers are available. If not, you can post your questions in the Forum, available from the orange horizontal navigation bar.

If you have a question about a particular trade, post that question in the Comment section at the bottom of the article that is focused on the trade in question.

Page 15: MEMBER GUIDE Trader Page 5 1. Getting Started With Velocity Trader This section includes topics that new subscribers usually want to learn about right away. Strategy You’ll find

Velocity Trader Page 15

Conclusion

Dear Member,

I hope that you’ve found this Member Guide helpful. If you have any suggestions

for improvement, please email them to our Publisher, Phil Ash, at [email protected]. Your ideas will smooth the way for others who come after you.

As you begin your adventure in trading options the Velocity Trader way, I believe you will soon come to enjoy our member community almost as much as you enjoy the profits.

We truly believe in “members helping members,” and as you gain experience and insights, we all look forward to hearing about your progress and cheering you on.

You may remember that both my mother and father were teachers. I also helped to pay for my tuition at Harvard University by teaching other graduate students. I truly understand the value of passing on knowledge, and I feel a keen responsibility to teach you how to do exactly what I have been able to do over the years.

In short, I look forward to not only helping you achieve your fondest financial dreams, but to sharing the journey with you!

To Your Success,

Jim Fink, Chief Investment Strategist Velocity Trader