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    Secrets Every Seasoned Investor Needs to Know
    Secrets Every Seasoned Investor Needs to Know
    Secrets Every Seasoned Investor Needs to Know
    Ebook96 pages1 hour

    Secrets Every Seasoned Investor Needs to Know

    By K.C. Staar

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    About this ebook

    An Unconventional and Comprehensive Guide to everything Investing:

    This book is the third book in a series of books designed to help those that are looking to either take charge of there finances.
    If you are not interested in day trading this book will help all those that are looking to further understand the world of Stocks, bonds and everything in between.

    LanguageEnglish
    PublisherK.C. Staar
    Release dateAug 9, 2011
    ISBN9780987686602
    Secrets Every Seasoned Investor Needs to Know
    Author

    K.C. Staar

    35 year old Married Father of Three Disillusioned with stock broker and so called retirement experts.

    Read more from K.C. Staar

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      Book preview

      Secrets Every Seasoned Investor Needs to Know - K.C. Staar

      Advanced Investing

      by

      K.C. Staar

      SMASHWORDS EDITION

      * * * * *

      PUBLISHED BY:

      Staar DD Services Ltd.

      Fundamentals of Investing

      Copyright © 2010 by K.C. Staar

      Smashwords Edition License Notes

      This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each person you share it with. If you're reading this book and did not purchase it, or it was not purchased for your use only, then you should return to Smashwords.com and purchase your own copy. Thank you for respecting the author's work.

      Table of Contents

      Disclaimers

      1 Options on Stock Futures

      2 Margin Trading

      2.1 Overview

      2.2 Margin Calls

      2.3 Pros and Cons

      3 Advanced Fundamental Analysis

      3.1 Absolute Valuation Models

      3.2 Relative Valuation Models

      4 Synthetic Options

      5 Advanced Option Strategies

      5.1 Advanced Greek Concepts

      5.2 Option Spreads

      5.3 Option Strategies – In- and Out-of-the-Money

      5.4 Option Strategies – Bullish

      5.5 Option Strategies – Bearish

      5.6 Option Strategies – Neutral

      5.7 Option Strategies – Volatility

      5.8 Options Trading Tax Issues

      Disclaimers

      The authors and publishers of the material contained herein have used their best efforts in its preparation. They make no representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the contents of this material. The information contained herein is strictly for educational purposes. Therefore, whether and how you apply it is fully your responsibility.

      There is no guarantee that you will earn any money using any of the techniques or ideas presented herein. Examples in this material should not be construed as a promise or guarantee of earnings, or as a recommendation to buy any specific security or investment product. Investing success is dependent upon a wide range of factors, including without limitation the time you devote to the activity, your finances, and your level of knowledge and skill. We cannot guarantee your success or take responsibility for your actions.

      The material herein may contain information that includes or is based upon forward-looking statements as defined by the Securities Litigation Reform Act of 1995. Forward-looking statements give expectations or forecasts of future events, and can be identified by the use of such words as anticipate, expect, project, intend, plan, believe, and other words of similar meaning or connotation in connection with a description of potential financial performance.

      The authors and publishers disclaim any warranties (express or implied), merchantability, or fitness for any particular purpose, unless such disclaimers are prohibited by state law. THE AUTHOR AND THE PUBLISHER SHALL IN NO EVENT BE HELD LIABLE TO ANY PARTY FOR ANY DIRECT, INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR OTHER CONSEQUENTIAL DAMAGES ARISING DIRECTLY OR INDIRECTLY FROM ANY USE OF THIS MATERIAL, WHICH IS PROVIDED AS IS AND WITHOUT WARRANTIES.

      As always, the advice of a competent legal, tax, accounting, or other professionals should be sought.

      INVESTMENT DISCLAIMER

      No statement in this material should be construed as a recommendation to buy or sell a security or to provide investment advice. All investors should consult a qualified professional before trading in any security. Stock trading, option trading, and other investment techniques involve risk and are not suitable for all investors. Past performance does not guarantee future results. The authors and publishers make no representation that the information and opinions expressed are accurate, complete, or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. This material does not contain a complete discussion of the benefits and risks of different investment methods. All investments are subject to risk, including possible loss of principal.

      TAX DISCLAIMER

      The material herein is being provided to you as educational material with the express understanding that we are not engaged in rendering legal, accounting, or other professional service(s). The scope of our service is solely educational. If legal advice or other expert assistance is required, the services of a professional should be sought. Nothing herein is any substitute for the services, advice, or counsel of a properly licensed CPA or attorney in the relevant state!

      IRS CIRCULAR 230 NOTICE: To the extent that the information herein concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

      1 Options on Stock Futures

      By now you should be reasonably well-versed in the nature of options, although we have focused almost exclusively on stock options. An understanding of futures options requires investors new to a given market (be it precious metals, bonds, corn, oil, wheat, or the S&Ps) to become comfortable with not just the specifications of the option but also the nature of the futures contract that underlies the option.

      In order to have a concrete example of the mechanics of options on futures, we will consider the fundamental traits of S&P 500 options on futures (S&Ps), which are among the most popular types. Although these futures options are cash-based (that is, they settle in

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