Trading Service Overview

Trading Service

Trading Service Overview

This monthly subscription service allows you to follow the details of the EquiFund and much more.

BlueSky account

The OptionsWest Trading Service manages three trading accounts as examples for our clients, the EquiFund, the Blue Sky Account, and the Active Trader Account. Each trade and position move in all three accounts is shared via timely email alerts, daily email reports, and access to the member’s area of the website. The member’s area maintains a daily record of all three accounts and also presents a good trading service overview of a variety of stock selection reports and tools. All the email alerts, stock reports and tools are available as part of the monthly subscription. The information is available 24/7 in the member’s area of the website with your login and password. Members who have taken the Weekend Course or the California eight-class course receive 12 months of the trading service as part of their tuition.

The EquiFund is an investment account that we trade as example to our clients showing the OptionsWest style covered call trading strategy. Each year this account starts with $100,000 and works to achieve its objective of a 40% to 50% ROI. The EquiFund has consistently reached this objective each year since its inception in 2009. The trading approach in this account exclusively trades our unique covered call strategy.  This approach is taught in all of our courses and seminars and is shared through a thorough following of our trading service overview membership. The member’s area of our website maintains a daily record of the detailed trades of this account and also provides a Daily Covered Call Listing report for finding good trade candidates.

covered calls
BlueSky account

The Blue Sky account is a stock trading account with a very simple strategy and approach. In this account we only trade when the market has experienced a major or significant pull back. Much of the year we are in a full cash position waiting for an obvious opportunity. We have found this approach, only trading when the market is offering an obvious buy point, to be a very simple yet lucrative stratagem. The stocks we select to trade in this account are chosen first from their technical aspect and secondly for their fundamental characteristics. Every management move in this account is shared via timely email alerts and daily reports. Our annual ROI objective is 50%.

The Active Trader account is also a stock trading account that utilizes four specific trading strategies. In this account we practice 1) Volatility Squeeze trades 2) Momentum Trades, 3) Breakout stock trades, and 4) Secondary IPO trades. All of these strategies are taught in our courses and seminars and can be followed through the Trading Service overview offerings. Again, each trade and management move is shared and explained through timely email alerts and daily trading reports, as well as available through reports and tools available on the member’s area of the website. Members of the OptionsWest Trading Service have complete access to all this information in the members website any time, day or night, and are welcome to email or call with questions.

Monthly membership includes access to these detailed reports and support tools:

The reports and support tools supplied by the Optionswest team were initially created to support our own trading and investing accounts. They include all the information we always felt we needed to trade successfully. Since much of this information was not available in the formats we new were required for timely and accurate investing, we ended up creating the reports and tools ourselves and now we share them with the Trader Service members. We could not and would not trade without this information. A Trading Service overview is presented below to give you an idea of information provided with your monthly membership.

The OptionsWest Trading Service includes the Daily Rocket, an email report sent after each market trading day recapping the status and management moves made in the EquiFund, the Blue Sky account, and the Active Trader account. It also includes comments on the market environment and the status of individual trading positions. This report as well as all the reports and tools available in the member’s area of the website make up the trading service overview of information and are the same reports we use to select and manage our own trading accounts. This approach has been a great learning tool for our clients.

The Sweet List is a presentation of stocks that we have culled from the 500 stocks on our watch list as current trading possibilities. These are stocks that we feel are viable trade candidates right now. These stocks are usually in a sector that is working and are under accumulation by the big money funds. You will find that stocks in the Blue Sky Account and the Active Trader Account come from this list, which we work to publish about once a week. The trading service overview that this report reveals is very helpful in finding good trading ideas. We also list IPO’s that are in the wings.

'A' List

The ‘A’ List is a list of 10-20 stocks that are our top picks right now. These stocks are positions that we may currently have in the Active Trader Account and / or the BlueSky Account … or they are the stocks we are actively looking to buy. This short list is updated about once a week and is the culmination of all of our work of looking through the Momentum Charts Report, the Breakout Stocks Report, the Volatility Squeeze List and the Sweet List Report.

The Volatility Squeeze report is a listing of volatility squeeze trades that we have found through our weekly research. Volatility Squeezes are a strategy that recognizes a specific Bollinger Band opportunity that we have discovered has a very high success ratio. You can learn about Volatility Squeezes in our investment courses and by following along with our trading service overview each day in our members website. We list these possible V-Squeeze trades in three stages, “Still on the tree”, stocks we are watching, “Ripe & Juicy”, V-Squeeze trades that are working, and “Sweet OJ”, as Volatility Squeezes that have worked well and are now mature.

The Momentum “Charts that are working” report is a listing of stocks by sector where the charts show they are currently being accumulated by the mutual funds. The stocks listed have charts that show good momentum and are ripe for finding a good entry point. This report also gives us an idea which sectors are currently in favor and which ones are out of favor. Sectors that are working will have a good number of stocks listed and sectors that are not working will usually have no stocks with good current chart action.  This report is a good trading service overview for revealing good trading opportunities.

Breakout Stocks

The Breakout stock / chart report is a listing of stocks by sector where the charts show they are currently being accumulated by the big money funds. The stocks listed have charts that show technical breakout patterns and are good candidates for finding profitable entry points. This report also gives us an idea which sectors are currently coming into favor. Sectors that are working will have a good number of stocks listed and sectors that are not working will usually have no stocks with good current chart action. The information provided in this report is a good trading service overview for locating viable trades.

The “Sectors that are Working” report is a terrific graphical picture of the industry groups that are currently in favor and being bought by the smart money in the market. The report is weighted with the best industry sectors at the top and the less favorable industries at the bottom. The sectors that are not working are the current dogs of the market and should clearly indicate sectors to avoid in the current trading environment.  This report is most helpful when used in conjunction with the full trading service overview that the complete trading service offers.

The OptionsWest Oscillator is a graph showing the overbought and oversold condition of the market as a whole. It is most reliable at extremes and gives us a broad picture of what level of cash there is available in the market to buy stocks. When the indicator is above 6 we have reached an overbought status and most money is already in the market. When the indicator drops to negative 5 or 6 we have an oversold market level and liquidity is considered relatively high. This information along with all the information in the trading service overview gives us an idea of the current risk profile we should apply to our trades.

The OptionsWest Current Market Report is a weekly statement outlining our read on the current status of the SPX (S&P 500) and where it is headed or what may affect it in the near future. We also point out the current world economic forces at play that may affect the market in the short term. The report also shows a listing of industry sectors that are presently working and also industry groups to avoid. It lists Volatility Squeeze trades that we are thinking of trading and IPO’s that we are watching for launch dates. The report is a good trading service overview of the current market picture.

The OptionsWest “Daily Covered Call List” is available each day about 9:00 am PST. It shows the current month trade possibilities available for those trading the OptionsWest Covered call strategy. This is the list we produce and use to trade the EquiFund. The list shows trades that have a positive percentage return, although determination of the safety and acceptable risk of each trade is part of learning the unique OptionsWest style covered call strategy. This is a raw list and choosing successful covered call trades from this list is a skill that is learned from experience. Our eight class course and weekend seminars teach this skill set. The trading service overview provided by all the reports available in the OptionsWest trading service should be taken into account when building these covered call trades.

Trading Service

The OptionsWest Trading Service manages three trading accounts as examples for our clients, the EquiFund, the Blue Sky Account, and the Active Trader Account. Each trade and position move in all three accounts is shared via timely email alerts, daily email reports, and access to the member’s area of the website. The member’s area maintains a daily record of all three accounts and also presents a variety of stock selection reports and tools. The trading service overview that these reports and tools present is invaluable. All the email alerts, stock reports and tools are available as part of the monthly subscription. The information is available 24/7 in the member’s area of the website with your login and password. Members who have taken the Weekend Course or the California eight-class course receive 12 months of the trading service as part of their tuition.

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The standard price for this service is $100.00 per month with a discount available for those who keep a current credit card on file. The first month is considered a FREE trial and you may of course cancel at anytime.

The first 30 days after sign-up are a FREE trial… you may cancel the service at any time.

Very simply, we teach successful investing!

“I am very pleased to be making comfortable and profitable trades without much stress.
It is truly a wonderful system you have built. Thank you once again”… Bryan Canfield, Former Stock Broker

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