TRADER LIFESTYLE MAGAZINE

SPOTLIGHT: TYLER CHIANELLI VOL. 1 : ISSUE 1

A TRADER LIFESTYLE PUBLICATION Welcome to the premiere issue of the Trader Lifestyle publication. Before we get into “war” stories, memorable trades and the prospective future of a successful trader - I feel you should learn a bit about how I arrived here today with the perspective I’ve cultivated in the financial markets since I got started back in this industry back in 2001. My name is Tyler Chianelli and I am the founder of Option Trading Coach and Wealthvisors Investment Corporation. I have championed programs like the Trading Mastery Program Easy Option Trading Course, and the How to Trade LEAPS program - while also developing an elite social network style trading community known as the Options Trader Club. The goal of the Trader Lifestyle publication is an effort to channel my passion for the Stock Market into showcasing my growth and path as a trader over the years for you. Through this, I want to prove that you are capable of cultivating your dreams as an educated stock and options trader (if you apply yourself and never quit).

“Success” is a powerful word I often use in my work because it acts as a constant source of motivation in my overall investment goals and aspirations. So as a burgeoning trader, it is critical to find out what “success” means to YOU. It will help a great deal in designing your custom trading plan and will keep you on track as you learn and grow.

I started on this trading path 17 years ago (as a teenager). I was not some “stock market prodigy” by any stretch of the imagination. With a father figure who had a successful business, I was highly motivated at a young age to create a functioning and thriving business of my own.

My story as a trader is just one of millions. Yours can be the next success story with the help of motivation, persistence and the proper trading education. Now let’s do some storytelling, shall we? I want to prove that you are capable of cultivating your dreams as an educated stock and options trader.

1 I have always had a strong entrepreneurial spirit ever since I was a young boy. I remember saving up all my money (over the course of two years) to buy my very own 16-foot Carolina Skiff. This modest fishing boat gave me a sense of freedom and accomplishment at a pivotal time. I knew what I wanted and I knew persistence and hard work was the way to get it. Once you have made a concrete decision and ingrained it in your mind, you begin to overlook roadblocks along the way as you stay focused on the end result. This is how I approach my business THE (and daily life) because it’s the most empowering attitude to adopt as a trader in the Market. I remember back in 2001, taking a trip down to Florida with my father. We attended a lavish and EARLY spectacular boat show: showcasing mega yachts and the luxuries that came with achieving this YEARS kind of lifestyle. Now, this is not an endorsement of material excess, because the most important takeaway that day was the fact that each and every yacht owner there had a presence in the Stock Market. Whether they had sold their company, had a publicly traded company, were hedge fund managers, executives, invested in the market, or were simply professional traders - each one had investing wherewithal. This is when the stars started to align for me.

“I knew what I wanted and I knew persistence and hard work was the way to get it. “

The Florida boat show that lit my fuse as an investor…

2 So from that day on, I started voraciously studying every corner of the Stock market with books on: general finance, economics, fundamental stock analysis, long-term investing, technical analysis, options trading, advanced option concepts, day trading, swing trading, currency trading, futures trading, candlestick charts, advanced charting analysis, top hedge fund traders and anything else I could get my hands on. That thirst for betterment has not faded with time, because I continue striving to learn and improve on to this day. So that very year (2001), my father graciously co-signed for me to open my first trading account at age 16. I opened an E-trade account with my life savings of $2000. I could actually start trading with live dollars, so you can imagine my excitement at that time. I loved the freedom that came along with winning trades. I remember those first six months being satisfying, but like most beginners, I was yearning for a big win. So in an unprecedented move, I invested my whole account into one stock on a company formerly known as WorldCom…

The infamous Worldcom stock that collapsed my Myself on the floor of the CBOE several years ago account

“Once you have made a concrete decision that’s ingrained in your mind, you begin to overlook roadblocks along the way as you stay focused on the end result.”

Within a few short months, WorldCom had filed for bankruptcy and my first trading account was completely wiped out. In hindsight, this was clearly a foolish trade, but at the time, I felt nothing but despair, disgust and failure. I broke a cardinal trading rule by putting my entire portfolio into one trade. It was not until 6-8 months later that I was able to replenish my account and start trading again. In that interim, I went back into student mode and continued to read, study and practice to ensure I would not make the same mistake twice.

3 I was 17 years old and my trading began to incrementally improve, while starting to rack up a steady line of winning trades. I was even doing well enough that my father allowed me to trade some of his funds: about A $30,000 in trading capital. I had a solid understanding of technical analysis and began to learn how and when to buy at TRADER favorable prices. I even remember on school days, constantly running to the library for an internet connection so I could check on my open positions. My passion as a trader grew stronger IS BORN by the day (and started to border on obsession)

“I vividly remember my $2,500 investment ballooning out to $7,500 overnight. That was the most amount of money I had ever made in the span of one day and that made me ecstatic about options trading.”

I proceeded to lead my high school to two back-to-back annual victories in the state-wide Stock Market Game (SMG): which gives the students the chance to invest a hypothetical $100,000 in an online portfolio. I did not treat this as a game, because this was a serious situation for me at that point. But it was not until my senior year that I had my first big score trading options. After blowing up my account two years prior on the WCOM trade, I now had a much more conservative mindset in the Market. I had just began to trade option contracts and I had been selling personal items on eBay to build my trading account. I then began to study eBay’s charts as they were publicly traded. I liked what I saw and became bullish on eBay, so I went ahead and invested about $2500 in some long-term out-of-the-money call options (LEAPS). When second quarter earnings came out, eBay stock soared! I vividly remember my $2,500 investment blowing up to $7,500 overnight. That was the most amount of money I had ever made in the span of one day and that made me ecstatic about options trading. I was happy with my $5,000 profit and ended up selling about 80% of my position to lock in a majority of my gains. I did not fully understand options trading when I placed this trade, but I knew that $2,500 was the most I could lose, I had about a year until the contracts became worthless and it was a leveraged investment on a stock that I liked and followed. I had a lot to learn, but I knew I had a future with options trading.

4 After the eBay trade, I attended a local 3-day live trading event and was hooked after the first seminar. I came home raving and eventually convinced my father to attend the last few hours of the third and final day of the event. He was blown away and ended up signing up for the most comprehensive program available. We signed up for a rigorous 2-year online curriculum that would land me where I needed to be with practical options trading knowledge and experience. This was merely the beginning of both our options trading careers. It was not easy migrating from basic stock trading to advanced options spread trading and so forth, but it was a critical change that proved to have enormous benefits in both our trading and investing careers for years to come. This also proved to be the main reason why I never pursued a college career. I took an unconventional path with specialized education because I know this was it for me: becoming a professional trader was my calling. I knew what I wanted to do, I could make more than enough money to pursue my long-term goals and I could live my dream as a professional trader. There was no turning back in my eyes. 2004-2007 was the most active time in my life, in terms of really learning every facet of the business from professional traders with real experience. It would be a conservative estimation that I’ve invested over $100,000 and well over 10,000 hours of comprehensive education to gain the knowledge and experience I hold with me today. By the age of 20, I was trading options heavily alongside my father through a business partnership. It was a great environment to bounce trading ideas off each other, while also further suggesting new strategies we came upon. One memorable stock that we followed (which was being heavily traded) was the hot Google IPO. When Google went public in 2004, I was just learning options and was not fully ready to trade the way I wanted. Reason being: it’s difficult to trade high dollar stocks without the use of options because you have put to so much more capital to get the same directional risk you get from using leveraged option contracts. So about a year or two after Google’s initial offering, we noticed that the stock was having strong consecutive earnings growth, therefore we purchased LEAPS on Google. The stock was trading right around $100 and we bought about 25 call options at the $200 strike price with a 2-year expiration. This was around a $5,000 investment and was a great learning experience because we sold the options for a few thousand that same month, when we didn’t even have a sell signal! This was a huge mistake, because those calls ended up going from our initial purchase price of $2 a contract to over $20 within a few months. So for those of you who are not familiar with how options contract pricing works, this basic $5000 options trade would have blown up to over $100,000 in profit in those few short months. The Google trade was a memorable one because it invokes the pain of lost potential. Every trade you make has the ability to make significant profit if you simply LET THE TRADE WORK. Every trade should be accompanied by an easy-to-follow plan and strategy to ensure you do not get caught up in the emotional side of trading. Professional traders follow systems and custom trading plans: a principle that was heavily reinforced with me after the lost potential Google profits.

“Every trade you make has the ability to make significant profit if you simply LET THE TRADE WORK.”

5 Apple’s stock started to grab my attention when the first iPhone came out in the spring of 2006. I could see this company had a revolutionary product and good things were on the horizon for them. This is when I looked into some long- term call options to purchase. The trade was JAN ’08 200 call options and the ticker was OBRAT (options used to have symbols instead of “options codes” as they do now). This turned out to be a remarkable time in my trading career. THE Apple was trading around $105-$110 a share in early June of 2006 and we had just gotten filled on 200 long-term contracts with an average cost basis of $2.15 each. This resulted in about a APPLE $42,000 investment with a 1-2 year time frame before expiration. The iPhone was just coming to market - in hindsight, an amazing long-term SAGA opportunity.

To make a long story shorter, the contracts were scaled out at various prices between $12-$58 a contract. The average sale price was around $25 because some were sold at $12 (unfortunately, while others were sold at $58 a contract). The OBRAT trade was a memorable trading experience because it worked out in direct alignment with what we calculated and analyzed would happen based on forward earnings per share estimates. Although the $42,000 investment (if held for the initial 12 months we planned) would have resulted in a $1,200,000 profit, we still made over $500,000 in profit on the trade in just 6-12 months. You may be asking “why didn’t we stick to our plan on Apple and hold it for the original 1-2 years after the lesson learned on selling Google early?” Well, it is easier said than done and although it takes iron-clad discipline, it can be very tricky early in your trading career when you are seeing daily profit/loss fluctuations of $10,000-$30,000 or more. Although these fluctuations are all “paper profit”, you hate to see it given back to the market because, in essence, it’s your hard-earned money. On the floor at the NYSE with a market specialist.

6 I have been developing this disciplinary trading skill and honing it over the last decade, because often times, the road to a million dollar profit may look something like this:

Open trade for: 24 weeks: $300,000 46 weeks: $700,000 66 weeks: $900,000 $50,000 6 weeks later: 30 weeks: $220,000 50 weeks: $550,000 70 weeks: $800,000 trade is worth $75,000

12 weeks: $150,000 34 weeks: $150,000 54 weeks: $600,000 72 weeks: $1,000,000 16 weeks: $100,000 38 weeks: $300,000 58 weeks: $750,000 20 weeks: $200,000 42 weeks: $500,000 62 weeks: $700,000

This is a good example of when things go your way out of the gate. I can promise you that there will be likely be more trades that go south out of the gate, where a profit may never be realized. Although it can be difficult to see those types of fluctuations occur so drastically, this is not uncommon and requires a multi-faceted plan and exit strategy to ensure long-term success and growth as a trader. I remember back on the OBRAT trade, wishing we had not followed the trade so closely, because we could have made an extra $700,000 in profit. But that was earlier in my trading career and I was not as skilled as I am today with selling monthly diagonal/calendar spreads to offset large P/L fluctuations and using positive Theta in conjunction with technical analysis to hedge short- term pull-backs on a solid up-trending stock. If I had the same position today, I would go in knowing I would have to scale out of the position slowly as the trade moves in my direction, so I at least get my initial investment recouped and have the remaining contract as “house money” to use and generate consistent monthly (or weekly) income. Instead of seeing massive monthly equity fluctuations, I would sell front month out-of-the-money calls to bring in a large positive premium and lower my directional risk (Delta) by about 50% to mitigate the larger swings. This is a simple explanation of an exit strategy I use in my high-probability options trading system.

“If I had the same position today, I would go in knowing I would have to scale out of the position slowly as the trade moves in my direction, so I at least get my initial investment recouped and have the remaining contract as “free money” to use and generate consistent monthly income.”

7 I started to get overly aggressive with my trading about a year before the credit crisis of 2008. I had been doing pretty well with my trades thus far and achieved some moderate financial success. I had made money trading Apple and many other profitable trades on about 20 stocks I actively traded. I had gotten cocky and started to slip on HITTING my daily discipline of ongoing trading education, reading and journaling my trades. By the winter of 2008, I built up an aggressive ROCK shorter-term bullish trade on Apple because I still had a supreme confidence that the stock would continue to outperform the market base on a variety of factors going into the spring and BOTTOM summer of 2008. I ended up allocating about 60% of my portfolio on this complex layered options trade, which was a considerable amount of capital for me at that time. Part of me enjoyed the suspense and potential reward that came with the higher risk. I was able to rationalize the large size with the delusions of grandeur that stuck with me at that time. Of course, that is right when the ball dropped. My trade went against me and very quickly. I lost $10,000 one week, then $20,000 the next and $50,000 the next. I ended up buying more and averaging down my position until I had 90% of my portfolio allocated into this trade. This is a prime example of getting emotional about trading and not knowing how to admit when you’re wrong. This self-destruction went on for about 2 months. I was so upside down on the position and had such a massive loss that I started to max out my credit lines and ignored my indicators by adding more to the position hoping it would come back in time before my options expired. After about a month of carrying the losses, all the money I had up to this point was lost - plus about an additional $100,000 that I was now in debt by utilizing credit lines to try and carry the trade back to a profitable range. So now I was a 23 year old thinking I was some “Stock Market hot shot” and now my entire trading portfolio was blown up. I was sick to my stomach and wanted to quit forever. These feelings went on for a few months. I tried my hand at a few different businesses which were short-lived because I had no real interest or passion in them. I was in debt up to eye balls…so I slowly dug myself out of the hole I put myself into by showing up each day and staying focused on my long-term goals. It was embarrassing and painful, but I knew I would come out stronger and smarter in the end. Thank God for supportive parents and a low overhead, otherwise it would have taken me twice as long to get back on my feet.

“It was embarrassing and painful, but I knew I would come out stronger and smarter in the end.”

8 The Stock Market just kept on calling me during this re-building period. Like an injured athlete on the bench, I kept watching and studying my “game”. Every day I was back to analyzing charts and trades because it’s what I loved. So I started paper trading, keeping detailed records and eventually easing back into trading with my father to get him back on track, as well. The fact of the matter is we both got crushed during this time, as many other traders and investors did. The credit crisis of 2008 was a new and exciting time for me as trader because I was only paper trading, albeit very actively. Harking back to when I was 16, every day I was intently watching the markets from the sidelines watching price movements that would make your head spin. This lesson reinforced the importance of money management in trading, more than ever. I remember thinking just how much money I could have been making with the aggressive bearish option trades I had been contemplating over. Yes, this time was painful for me but it also was enlightening, because it reinforced the value of having trading funds and the importance of having patience as a trader. The Stock Market can be just like the ocean, because without the proper tools and equipment to navigate it properly when a storm approaches, then it can swallow you right up.

Another visit to the NYSE in my earlier years of investing…

9 Traders and everyday people alike were scared following the 2008 credit crisis. My father and I had been beaten up by Wall Street, but quitting was simply not an option because the market was ripe with opportunity. One security we were always looking at during that time was Intuitive THE Surgical Inc. (ISRG). I recall one night completing some trading “homework” with my father in April of 2009. ISRG was trading in the vicinity of 105-110. I knew INTUITIVE they were a fundamentally strong company and I noticed several bullish chart formations, candlestick patterns, and technical indicators of mine showing emerging bullish signals. The options chain was liquid and my instincts were TRADE telling me to investigate the LEAPS in detail.

The trade we then considered was an aggressive one: purchasing 100 calls that expired in 10 months and another 100 calls that did not expire for 22 months. We wanted to give ourselves enough time for the trade to work, while preventing the normal time decay found in short- term options. The options that expired sooner were the JAN 2010 200 strike call options purchased for $1.90 each and the other half was the JAN 2011 250 calls purchased for $1.70 each. In essence, we had $19,000 invested in calls that expired in 10 months and $17,000 invested in calls that expired in 22 months for a total trade investment of $36,000. My technical analysis was spot on considering ISRG quickly went from 110 to 120 to 160 by July of 2009. The options were now trading around $15 each (for both lots) and the trade was well over $150,000. It was safe to say we were starting to get back in trading flow. Myself and my father in the CBOE pit…

“My father and I had been beaten up by Wall Street, but quitting was simply not an option because the market was ripe with opportunity.”

10 By the fall of 2009, ISRG was approaching 200 a share and we started to close out a majority of calls that expired in JAN ’10. This one leg of the trade made about $275,000 profit in just 6 months. When earnings came out on ISRG in the summer of 2009, we had our largest daily profit in the market: $144,000. I even shot one of my first videos on that very success. You can view it inside the My.OTC portal (more on that later). After those large gains in the first several months, the stock was still rising, so we sat tight on the longer term JAN ’11 250 calls. These ended up going higher to a max price of $120 per contract a few months before the JAN ’11 expiration. So if you bought one contract in April of 2009 for $170, that same contract just a year later would be worth over $12,000. That equates to a gain of over 7.000%! By April of 2010, the remaining contracts were closed out between $30-$45 a piece, resulting in an additional $350,000 in Net profit. There are few (legitimate) avenues in this world that allow you to realize those types of returns with such a (relatively) small upfront investment in such a (relatively) short time frame. The ISRG trade was amazing reassurance of how powerful and lucrative option trading is, but it was also a reminder that you simply cannot quit if you still have the ability to get back up. The only way to take on defeat is going day-by-day. With the resolve to keep moving forward away from destruction, each day is a victory. As Tom Sosnoff, one of my early trading mentors, once said: “Keep pushing forward.”

“The only way to take on defeat is going day-by- day. With the resolve to keep moving forward away from destruction, each day is a victory.”

On the Floor of the Chicago Board of Options Exchange (CBOE) with Tom Sosnoff - founder of TastyTrade and TastyWorks

11 As 2010 drew to a close, I started noticing some interesting happenings in the silver market. It was extremely undervalued (compared to gold) and after reviewing several different commodity investment reports, it was painfully clear that silver was about to start a major bull market. There was significant volume coming in on the chart as well. I decided to start with trading two different ETFs. The SLV was the most heavily traded security for SILVER silver and the options had high volume and open interest. Then there was AGQ: the triple-leveraged ETF that moves 300% more than the widespread SLV ETF. At the end of January 2011, AGQ was SUCCESS trading around $120 while the SLV was around $27.

“I forecasted this move…and it all transpired in just three months. To me, that is the true power of trading options.”

The trade was to have an aggressive exposure on the leveraged AGQ position with a more conservative positive Theta strategy for monthly income (on the highly liquid SLV). I purchased 25 June 2011 200 strike price calls on AGQ, which gave me nearly 6 months of time for the trade to manifest. Since the SLV called for a different strategy and was changing every month (as I modified and rolled my positions up as silver increased), it’s hard to define the actual trade considering there were around a dozen different spread trades embedded in SLV alone. To summarize: I would allocate $25,000 a month on SLV and the average monthly return over the whole year (since I traded silver all through 2011) was around 15% a month. The SLV was steadily making me $3500 a month while I was positioning myself much more aggressively on AGQ, with the knowledge that the majority of the profits would be made from the more aggressive out-of-the- money AGQ calls. The June 200 AGQ calls were filled on January 25, 2011 for $4.10 per contract ($410 per contract). The total investment was $10,250 and I had a projected 50% move in the AGQ within 6-12 weeks. After the Apple saga, I deemed 24 weeks until expiration a prerequisite (to keep my sanity). By mid April, AGQ had more than doubled and my options were now worth $8,000 per contract. I then took profits off the table by selling 5 contracts at a time through May. The average sales price per contract was $85 and my modest $10,000 investment in the AGQ had turned a profit of just over $200,000. I forecasted this move, traded in direct alignment with my concrete trading plan and it all transpired in just three months. To me, that is the true power of trading options.

12 The Russell 2000 (RUT) is a heavily traded index comprised of 2000 small cap companies that offers great potential with very liquid options available. I became familiar with trading the Russell 2K in RUSSELL 2005, when I first began to trade options. After honing my skills on the RUT for monthly income, I have since developed a system solely designed for this security: an income producing option 2K spread strategy that works extremely well in INCOME neutral or slightly trending markets I have always resorted to trading the RUT when I see overbought and oversold conditions on a chart, and I leg into my RUT trades to realize maximum profit potential on my capital at risk. Using a credit spread strategy composed of four different option legs, I only fill trades that have a 70% probability or higher of expiring worthless. Here, I am positioning myself as a “Net premium option seller” and putting the odds in my favor by going into a trade that has a 70% chance of success or more. The Russell is a great security to trade for monthly income because unlike trading an individual stock, the RUT is immune to the effects of negative news events that would cause a single underlying to gap up or down 5% or more in a day. I recall a trade placed when I started using the this RUT strategy in 2006: I invested about $10,000 with the objective of making $3,000 with a 75% probability of success. The time frame was 6 weeks and by week 4, I was up about $2,000 (with 2 weeks until expiration). Instead of taking profits and scaling out of the position like I should have, I became greedy and went after that last $1,000. I lacked an exit strategy and that was a mistake because the week before expiration, market behavior became erratic and I gave back my $2,000 in profit (plus an additional $4,000) all due to poor execution. Without managing my money and wisely sticking to an exit strategy on the trade, I deserved the result I got and I vowed never to make that mistake again (and I haven’t to this day since I created the habit of closing out spreads early). Every trade I place on the Russell 2K has a set plan with management rules I follow to completely remove emotion. For instance, in the second half of 2011 when the market was moving mostly in a sideways trend, I was doing very well with the RUT. For five consecutive months, I was yielding 25%- 35% per month on invested capital using a back-tested iron condor strategy. I had enough data and experience with this index trading strategy to expect to make at least a $5,000 profit on a $20,000 investment in a 4-6 week time frame. Of course, I only use this strategy during specific market conditions, while also using several advanced technical indicators for further confirmation on the timing of each execution.

“Every trade I place on the Russell 2K has a set plan with management rules I follow to completely remove emotion.”

13 One thing I have realized in recent years running Option Trading Coach and trading the Options Trader Club portfolio…is that a trader can sometimes myopically push forward without properly assessing the past. You are destined to repeat the same mistakes and miss out on what was successful if you don’t LEARNING record and recollect your past business, ideas and head space. The one thing you can never quite control is foresight - especially at only the ripe FROM THE age of eighteen… PAST

I had only been trading for a couple of years, with minor success, when in 2004, I nonchalantly made a trade on Netflix (NFLX): 1,000 shares at $10.65/share (before their 7:1 stock split). Netflix was a young company at the time and did not have the huge success and reputation that it holds now. So with that bias, a young unshaped mindset and the lack of tracking spreadsheet data - I sold the shares a month later for a measly $1,000 profit. This felt like a win at the time, but in the long run, it was a BIG NOTHING and a HUGE MISTAKE. I lacked patience and foresight. And looking back, it cost me over $3 million in profit as of this publication date. So to give you more of the timeline following that initial 2004 trade - Netflix slowly grew over the coming years and started to boom and expand around 2013. In 2015, they had a 7:1 stock split. So now, if I had kept those shares, I’d be holding 7,000 shares rather than the 1,000. In the spring of 2018 Netflix hit a high of $350/share. This would have been the big moment. If I had held those original 7,000 shares and sold right then…(or continue to hold and only sell when I needed the money like our friend Warren Buffett) they would be worth $2.4 million. That would have been the fruit of my patience and long-term mindset. I missed it, but I won’t miss the next one in the future…and hopefully you can learn from my mistakes.

Two Options Trading Coach Youtube videos concerning the ongoing saga of this missed opportunity on NFLX.

14 But that’s not to say I didn’t make any money with Netflix in that time. In the Youtube video that put Option Trading Coach on the map, I detail a 2013 LEAPS trade on NFLX that resulted in a $140,000 profit on a $17,500 trade. This was a big trade, but it took a layered and detailed options strategy to make it happen. On the flip side, I could have sat on those shares from 2004, done absolutely nothing and have a long-term capital gain of over $2 million. It’s as simple as that: buy and hold works when if you have the ability to pick the right growth stocks. The point here is that I was obsessed with options. Simple shares of stocks were the farthest thing from my mind. This sort of “tunnel vision” can be a huge mistake for young investors. Quick profits and exciting short-term opportunities and bubbles can be more exciting… but as you continue on your journey, you begin to realize that lower-risk long-term investing through share ownership is a vehicle that DOES NOT EXPIRE. This concept is key to long-term wealth. Building a healthy portion of your portfolio should consist of equities, ETFs mutual funds and fixed income securities. You will thank yourself in the long run - I assure you. Furthermore, I did not understand the importance of exercising your winning LEAPS trades into share ownership. After studying my 2013 LEAPS trade and further mastering this specialized strategy, I created a follow-up video explaining this very concept.

“You are destined to repeat the same mistakes and miss out on what was successful if you don’t record and recollect your past business, ideas and headspace.”

The third entry in the Youtube series concerning the missed opportunity on NFLX. A lot to learn from!

15 After trading the Stock Market actively for the last 17+ years, I have easily traded over 500,000 option contracts on at least 400 different securities. There are endless OPTION trading stories I have compiled in the first leg of my career. Not to mention the new trades that get added to the list each and every week. I am constantly TRADING learning and creating new trading experiences not only out of necessity for success and growth, but also in effort to properly teach and stay sharp COACH for my client base.

Aside from stocks and options - I have traded currencies, commodity futures, index futures, precious metals, crude oil, natural gas futures and cryptocurrencies…but I always circle back to options trading as my preferred trading vehicle. I love the versatility and leverage that options offer along with the defined-risk characteristics. In the world of trading, you have to try everything in order to know what really suits you best. I may transition into new markets over time, but options are my strong suit and the asset class in which I am most qualified to trade and to teach. I spent over 5 years building out and orchestrating a showcase of trading education websites, programs, classes and online curriculum all under the umbrella of Option Trading Coach LLC: the epicenter and brand name of my trading educational business. Every financial educator needs a niche and specialty to bring to the table. Mine is without question, options trading (and LEAPS trading to get even more specialized), and I am driven in creating and upholding my financial education products and advisory services to my fullest potential. Expanding my trading work into the education sector has not only been rewarding, but has also allowed me to see clearly what is most important moving forward. Trading correctly (and successfully) requires a detailed plan of action, a wealth of applicable knowledge and the resolve to get up every day and stay at it. When you are merely working for yourself (as a trader) and you have past success to lean on, you can easily slow up and “slack” on your trading plan and trading goals. But when you’re a trader who has committed to also being a teacher, there is no time to slow down or forget about the essentials. I’ve learned that true experts never stop educating themselves. One has a duty as a financial educator to uphold every word you say and every lesson you teach. Therefore, my trading has been enriched and my clients are better traders for it. I believe that with the right guidance, education and perseverance - anyone can become a successful self-directed trader. Like I said, my story as a trader is just one of millions. Are you ready to begin your story? Are you ready to create your own unique Trader Lifestyle? If so, stick around because we are just getting started. I welcome you to check out some of the free videos I have published to learn more about the program I have developed to help you further reach your financial goals. You can head over to OptionTradingCoach.com to attend one of my complimentary webinars, or view our extensive free videos on Youtube or our video library.

16 When I started Option Trading Coach, I knew that educational trading courses alone were not going to be enough to satisfy and educate my audience. I needed to teach and implement the strategies inside my courses with real dollars on a real platform. So in Q2 of 2015, I created the other side OPTIONS of my trading education business: the Options Trader Club community and trading service. The Club was a 3-year journey that taught me vast amounts regarding my trading habits, TRADER catering to different risk tolerances, and what the everyday options trader is looking for in regards CLUB to trading styles and capital allocation ability.

Options Trader Club proved to be useful for my clients looking for sound options trades to use in their portfolio and became pivotal in my trading career because it forced me to uphold a public portfolio that could cater to different risk tolerances and account sizes while staying profitable and secure for everyone involved. Without completely realizing it at first, I was priming myself up to be a functioning and in-demand investment advisor. The Live Trading Room webinars where I put on and managed trades on live webcasts, led to the eventual creation of the highly useful Trade Tracking Spreadsheet. This detailed tracking sheet not only allowed me to truly learn from my past trading, but created transparency, consistency and understanding for my clients. Every trade I placed was on the sheet with detailed metrics and the eventual final outcome. All of my wins and all of my losses were represented equally and in detail on over 400 trades since I started trading them in May of 2016. Many different options trading styles were consistently represented in the Club trades, including: income spreads for monthly income, short-term earnings trades for windfall profit and most importantly LEAPS - which provide long-term passive income that still have upside appreciation capability. There’s short and long-term money to be made with LEAPS and I spent months worth of time exploring and experimenting with LEAPS trading inside the Club. These consistent Live Trading Room webinars, trade update email newsletters (to follow up from the webinars) and live trading classes forced me to be consistent with my trading which allowed me to be a better teacher who was constantly plugged into the market. Not only that, but when all this content was stacked up, it became a trading history saga chock full of useful information. The combination of the Trade Tracking Spreadsheet holding over 400 options trades in 3 years, 128 hours worth of Live Trading Room webinar recordings, the detailed trade update email newsletters to cross reference with the Live Trading Rooms and the recorded trading classes…I created a window into my trading mind the likes of which I could never have even dreamed of…and now it’s a reality for people to use and learn from for years to come. People love the Trade Tracking Spreadsheet because I created a blank templatized version for traders to use for themselves. A useful tool that will never go out of style for organized and forward-thinking self-directed traders who are serious about manifesting long-term success in the stock market.

17 The Option Trading Coach Product Suite

Learn how to trade stocks and options like a professional by learning over 20 different trading strategies that work in up, down, and sideways markets. The Trading Mastery Program is a one-of-a-kind immersive online training experience. You will be guided by core concepts of stock and options trading and learn advance tips to gain an advantage in your trading with this flagship program.

Learn the top option strategies suitable for all market conditions, acquire the proper risk management skills, determine your personal trading style, and cultivate a customized winning trading plan — all with the Easy Option Trading course This streamlined program will get you educated on options and all the core concepts, so yo can start trading with confidence.

The How to Trade LEAPS Program is a comprehensive collection of recorded LEAPS education classes and training videos. Over a one-year period, these on- going LEAPS classes were held while positions manifested and lessons were taught live about managing winners and losers, rolling positions, advanced options chain insights and so much more.

A streamlined trading system & platform plug-in that includes watchlist importing into your brokerage account, HD video training series, downloadable PDF & CSV files to import and customize to your preference. Add this smart watch-list to your arsenal of trading tools to become more productive in finding trades through segmentation and work flow improvement.

This recorded training course teaches you how to trade defined-risk option strategies around earnings events. We cover longs/shorts, vertical spreads, time spreads, straddles, strangles, iron condors, double diagonals, and unbalanced spreads. Trading options through earnings is a speculative trading strategy that requires prior training to utilize.

With Setting Up Custom Charts, you will learn how to customize your chart settings and fully utilize your charting tools inside the Thinkorswim by TDAmeritrade trading platform. See how charts are arranged for proper trading workflow and how technical analysis drives professional options trading with deeper clarity

Having an organized system for tracking and managing your options trades is critical in having long-term success. This formula driven tool will help you track over 20 different option strategies and is the official method used to manage and showcase all the Options Trader Club® trades that are placed.

Options Trader Club is a premiere options trading membership community. We are a trade picks & strategies service, live trading webinar center, trading database and social network community. The Club is a hub for self-directed options traders looking for worthwhile trades, insight into professional trading strategies and a vast collection of ideas, training videos and Live Trading Rooms.

18 My trading career has been a long and exciting journey thus far. Without my plethora of trading experience, I would not be the well-rounded trader (or person, frankly) I am today. THE The simple fact is that I love the Stock Market and I love trading options, even more so. I went through challenging times as a young trader: drastic margin calls, having my account LOVE OF subject to liquidation for taking delivery on too much stock, six-figure losses and also, the allure and danger of making sizable amounts of money TRADING when you’re still a teenager. But without a business-minded resolve and a love for this vocation, I would not have been able to take those harrowing learning experiences to shape myself into the successful trader I am today. And of course, I would not have the opportunity to teach you the ways of professional-minded trading through my career experience and with the development of my Option Trading Coach educational company. Life is a vastly different experience for each and every person in this world. However, I am a firm believer that there is a principle that persists through all of life: the power of perseverance. One place I know perseverance to be critical (of course), is in the business of trading and investing. You don’t have to love trading to be successful with it. All you truly need in this industry is a commitment to doing things correctly and the desire to continue through the thick and thin of your trading career. I love this business not because I enjoy analyzing company financials and staring at stock charts for hours, but because self-directed trading allows me to be my own boss and to see the fruits of my labor each and every day. If you start your own trader journey, you will also learn that it’s an amazing self-discovery mechanism and will help you develop into a better version of yourself.

“Life is a vastly different experience for each and every person in this world. However, I am a firm believer that there is a principle that persists through all of life: the power of perseverance. “

19 I have spent the last several years building an online trading education business to protect new traders from destroying themselves and to also re-purpose myself and expand my reach within the world of trading. Admittedly, I have invested a small fortune into my trading career the past decade and I wholeheartedly believe there should be an economic way for burgeoning traders to properly learn this business. I urge you to take part in a business that allows you total freedom and self-employment with the right commitment to proper financial education and the perseverance to take part in trading year in and year out. When I first started learning options, I was focused on taking quick profits, larger risks and working with shorter-term options…which was a mistake. It wasn’t until I created Option Trading Coach that my true love of options began to take shape, because I was being held accountable by clients which in turn made me look into my past trading to see what worked and what was wrong. You can’t just gamble with short-term trades when you are trying to teach a body of traders how to keep their account steady and implement a number of different options strategies. It was only when I began to implement all of my options knowledge to create well-rounded education for my traders that I realized what I was truly capable of with options and how much I truly enjoy the derivative markets. I thrive with options and it took becoming a teacher and facilitator to fully realize it. The love of trading is about refining a trading system that is unique to your personal strengths, weaknesses, goals and capabilities to be as effective as possible. In my experience, that trading system is centered around LEAPS trading and you need to begin to figure out what your system is because everyone has different goals and ambitions. I believe the love of trading begins with allure. Whether it be the allure of material items like cars, homes, debt management, tuition, retirement et cetera…or the simple notion of being your own boss and allowing yourself to build your own schedule that hinges only on when the market is open or closed. And as time goes on, it’s clear that self-directed trading is not for everyone and there is a high failure rate for people who dabble and don’t dedicate themselves. But if you really hone in on your style, track your trades, understand the tax laws and have patience for long-term investing…anything is possible.

Having a bit of fun in the NYSE pit… Working in my home office during trading hours back in 2016

20 Wealthvisors is the culmination of 17+ years of live market activity. Involvement, passion and training. When I started on this path with Option Trading Coach, I thought education was the end all be all…but that was not the case. Wealthvisors Investment Corporation is a registered investment advisory firm located in Virginia. Being able to offer the trading serviced that I’ve been teaching these past years is the WEALTH most natural extension and progression of the Option Trading Coach saga. My path has gone from education to advisor and I have to admit, it feels great because I’m able to serve my clients VISORS more effectively over the long-term

Wealthvisors is a specialized investment advisory firm offering custom portfolio management solutions for all risk types. As a trader and a potential advisory client, it is critical to identify your risk profile, your time horizon, overall investor suitability, understanding your financial situation, family balance sheet, income goals and knowing whether or not your current portfolio is optimized on a regular basis. As many financial advisory firms offer several different wealth management services we concentrate on one thing: building, managing and optimizing your overall investment portfolio to be in direct alignment with your long-term goals. We achieve this goal by positioning ourselves as a hybrid advisory firm and having the ability to develop all asset classes in our investment management repertoire. By utilizing the Capital Asset Pricing Model in conjunction with other proprietary tools we’ve developed, we’re able to encapsulate your entire financial situation including all your assets and liabilities, into a master visual diagram that dynamically helps you understand your overall portfolio and helps us both confirm you’re on the right path with your investments. We utilize risk analysis techniques (known as Monte Carlo simulations) where our computer systems can project simulated future events to help forecast subsequent financial planning and estimated cash flows for our clients. This can be part of periodic portfolio distributions if you’re enjoying retirement. Our expert portfolio managers will ensure the right balance is always present in your portfolio to maximize gains, mitigate your tax burden, and ensure you are always properly diversified in accordance with your investor profile. We take the systematic and unsystematic risk seriously and use things like Modern Portfolio Theory and the Efficient Market Hypothesis to maintain simplicity and structure in your portfolio during volatile markets conditions. Here at Wealthvisors, we understand that every client is different, therefore we understand the importance of implementing different asset allocation styles depending on the suitability of each given client.

Visit wealthvisors.com for a free wealth analysis today!

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