The Free Starter Class

The online FREE Starter Class is your first step to learning this successful covered call strategy

The Starter Class walks you through how successful investors create wealth through intelligent equity investments, i.e., managing risk. This is a course in how to make money in the markets through conservative and knowledgeable investing. We have been successfully and consistently managing accounts for years and this course shares with you how we achieve consistent annual double digit return percentages of 40% to 50% with a specific covered call strategy.

The Starter Class is a full two hour on-line presentation of the OptionsWest story and how we arrived at the OptionsWest style covered call strategy that has been so successful in achieving consistent double digit annual returns in the EquiFund investment account. The online version of the class is a complete picture of the investing philosophy behind the successful EquiFund trading account. This account starts each year with a $100,000 and works to achieve a 50% annual return on investment. The EquiFund began in January of 2009 and has succeeded in meeting its return objective each year since. In 2009, the EquiFund was actually traded by my daughter, a 22 year old recent college grad with a degree in Language. The idea was to test if a novice could follow some simple risk management rules, trade a covered call strategy and be successful. In 2009 she achieved a 43.2% return for the EquiFund. It 2010 we began trading the EquiFund in-house. The Starter Class will take you through the details of how we work to minimize risk and apply a very specific trade to achieve these double-digit annual profits. Also included is an explanation of the tools we utilize to help save us time and make our trading precise and enjoyable. Running a successful investment account is a skill anyone can master, it is a craft that can be taught and we would love to help you get there.

Starter Class – California Classroom

The Free Starter Class is also presented “live” in our California classroom, where an instructor is available to answer any and all questions regarding our approach and trading strategies. For those local to the southern California area, you may wish to take advantage of this opportunity. See the Class Schedule on the website for dates and times for the Free Starter Class...or give us a call 949.690.9000.

69 Page Starter Class Workbook

Attendees of the California classroom Starter Class receive a welcome packet and a 69 page full color workbook that includes the entire Power Point presentation and a corresponding write up of much the information that is shared, so your note taking can be kept to a minimum. For those listening to the Starter Class online, you may request that we ship you a copy of the welcome packet and the Starter Class Workbook. The cost is $25.00 and includes shipping in the U.S. and Canada. Just send us an email request or gives us a call @ 949.690.9000.

Also available is a free .PDF version of the Starter Class workbook. Simply click on the book graphic below for a link to the .PDF file.

Workbooks for all classes