Successful Investor Courses

OptionsWest offers a 3 step approach for learning how to invest successfully

Investing in the stock market can sometimes seem like a real puzzle, it does not have to be that way. Successful investors make great returns in the market, while amateurs tend to get a little frustrated. OptionsWest would like to help you solve the puzzle and start enjoying the returns that can be achieved when you have learned this craft. OptionsWest offers a 3 step approach to mastering the skills we practice in managing our successful investment accounts. Step 1 involves reading and studying  our definitive book on running a successful simple stock account.  This book will give you a detailed picture of what is involved in managing a basic stock investing account and how to achieve 40% to 50% annual returns with a very conservative strategy. The book also includes a 90 day subscription to our “Daily Rocket” email report that follows the details of our example trading accounts.  Step 2 involves subscribing to the full OptionsWest Trading Service and learning how to utilize all the stock trading email alerts and reports we use to successfully trade the market. The service also provides clients access to all the website investment reports available in the member’s area of the website.  Step 3 is to join our on-line “live” webinar series and become a part of our trading community.  We provide twice weekly “live” on-line webinar style classes to teach you, hands-on, the details of the trade-desk skills required to make money in the market.  These online Zoom meetings are interactive with a “live” instructor and are invaluable to really establish clients on the path to mastering this discipline.

Three steps to mastering successful investing skills

STEP 1 … Buy the book! This book is a complete education on how to run a successful stock trading account. There is a skill-set for successful stock investing which must be mastered before putting hard earned money into the stock market! Novice investors unfamiliar with this skill-set are not going to be consistently profitable at stock trading. Achieving consistent market returns without trade-desk expertise is very unlikely. The key to growing a successful account is learning to create profitable trades with consistency.   Learning to successfully invest in the stock market is a teachable skill. Acquiring the trade-desk skills necessary to profitably trade the market is a remarkably rewarding and achievable goal. Interestingly, these skills are not taught in business schools.


STEP 2 … The OptionsWest Trading Service currently manages two trading accounts as examples for our clients; the Blue Sky Account and the EquiFund. Each trade and position move in both accounts is shared via timely email alerts, daily email reports, and access to the member’s area of the website. Along with tips from the learning center, all the tools and reports we use to manage our accounts are available to help guide you into the details of the approach we take. The basic version of our Covered Call calculator, with its specific risk level parameters is also included in OptionsWest Trading Service subscription. The trading service is a great way to enhance your investor education.

STEP 3 … The OptionsWest “live” online webinar classes provide a learning environment that allows for interactive exchanges and individual support in teaching investing skills. Our “live” online Zoom courses cut through the challenges of DVD courses where the material is basically a self-instruction platform.  Trying to learn trade-desk skills on your own is not the optimum approach to really mastering this skill set. Our classes are a hands-on, real world learning environment with an instructor who has the experience to impart all the nuances of this craft and to answer questions as they arise. The classes allow for personal attention, an invaluable benefit and help in making trading a skill that you own.

The Free Starter Class

We also have a FREE introductory video class that is a 30 minute preview into the ideas that are presented in detail in the book, “Not Rocket Science”. The video is a opening into learning the skill-set necessary to running a successful stock trading account. OptionsWest has been trading the market for over 30 years and this starter class shares our beginning insights into how we arrived at the strategy and approach that is so successful in achieving consistent and stellar returns in the market.   The Starter Class in a helpful preamble to learning our successful investing approach and is highly recommended for even experienced traders as it lays the groundwork for learning the principles of good equity risk management.

Workbooks for all classes

Starter Class Workbook

For those listening to the Starter Class video online, you may request that we ship you a hard 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 above for a link to the .PDF file.

On-line “live” webinar Zoom meetings…

Learning to trade is not an over-night endeavor and we want to make sure you learn this skill-set and become a proficient and profitable investor. To meet this goal, our courses allow for unlimited classes and attendance. When you sign-up for a specific OptionsWest webinar series and maintain membership in the monthly OptionsWest Trading Service, you are a client for life.  You are welcome to attend the on-line “live” meetings, for the course you have chosen, for as long as you wish.  We hold these “live” hour and a half webinar classes at least twice per week and always include an educational component, including a look into the current market conditions and specific stocks that are working.  We analyze stock charts and answer any and all questions during these sessions.  Many of our clients participate in these classes/trader meetings for many years as a way to stay connected and to pick-up trading ideas each week.   Through this unlimited class approach, clients are enabled to learn this skill-set at their own pace, no pressure and no timetable.

Investment Series

The three courses shown below teach three very different trading strategies. The first course in the series is our core stock trading education and for most investors it is the only course you will need to learn to run a profitable trading account.  It focuses on learning to manage a simple stock investing account, like our example BlueSky account. It does not involve any advanced options spread trading strategies.  Keeping it simple is many times the best approach.

The second course teaches a more advanced trading approach known as “covered calls”.  Theses trades are actually a very conservative investment concept that is employed in our Triple Array Dividend/OTM Covered Call Account and our EquiFund example trading accounts.  Learning covered calls can be very helpful for the conservative investor.

The third course is our advanced options trading program and is for experienced traders only, who want to enhance their investing skill-set. Trading options is a risky endeavor and this course works to mitigate to some degree that risk, as options can also be very lucrative.

Courses Available

The Successful Stock Investor Course

The Successful Stock Trading course is our flagship curriculum designed to teach the art and basic skill-set of a stock trade-desk professional.  These classes are taught as “live” online webinars with an active instructor. Each class is two hours long and is completely interactive, like a real classroom.  Clients take the classes typically once a week and then follow along during the week with our example stock trading account known as the BlueSky.  This account has achieved a 46% average annual return since it began in 2012.  This BlueSky account practices a very conservative investing approach that works to mitigate risk and protect profits.  Each two hour session includes an educational topic for the first hour, followed by a current look at the market and specific sectors and stocks that are working. The course is actually self-paced, you make take the webinars whenever they fit into your schedule.  Your course tuition and membership in the OptionsWest Trading Service includes unlimited access to the classes in your series, as you are always considered a part of our group.

Successful Stock Investor Course – $2,990.00

Covered Call Options Course

This course is a detailed journey into how to run a successful covered call strategy account. Covered calls are an options trading approach that is actually very conservative and takes a minimal amount of time to manage.  We trade two different approaches using covered calls, the Triple Array account and the EquiFund.  Both strategies utilize different types of covered calls and once learned allow investors to spend less time managing their account.  A covered call account will take on average only about 5-7 hours per month to run, while a stock investment account takes daily monitoring. Your annual return objective with a covered call account is a 25% -40% annual return. Our Equifund example account trades covered calls exclusively and has averaged a 46% annual return since it began in 2009.  The Triple Array Account is a new example account and is currently in the Beta phase, hoping to go live for 2021.

Covered Call Options Course – $3,990.00

Advanced Options Course

For investors who have extensive experience trading stocks and are familiar with options and options spread trades, we offer our Advanced Options Course.  Trading options is a very risky business to be sure, but in the right hands it can also be very lucrative. The Advanced Options course is for those individuals who have been trading for years and understand the risks involved. The Advanced Trader course is an sophisticated course for those wishing to trade full time and learn the specifics of options trading. This Advanced options course is not recommended for less than full time traders and is not required to earn healthy double digit returns.

Advanced Options Course – $1,990.00

On-Going Support

Clients who have purchased a webinar series are eligible to attend classes for as long as they wish. Asking questions during these “live” active meetings is a great way to learn and to grow in your trading acumen. Membership in the OptionsWest Trading Service also allows students to stay fully involved in the BlueSky, Triple Array and EquiFund accounts, through daily email alerts and the Daily Rocket market report. It also allows clients access to the members area of the website with it’s many tools and reports. On-going support also includes phone and email question support as we are here to see that you succeed at this craft.

OptionsWest Trading Service

Monthly Subscription

The second key to mastering successful investing skills is found through the OptionsWest Trading Service. This monthly subscription service allows clients to follow along with every trade and management move we make in the EquiFund, the Active Trader Account, and the Blue Sky Account. It also supplies an investor with the same tools we find necessary to successfully trade these accounts. Following along with our email alerts and updates to the member’s area of the website allow clients to learn from example the methods and approach we employ. The basic version of our Covered Call calculator, with its specific risk level parameters is also included in the Trading Service subscription, along with instructions from our Learning Center. We also supply extensive stock research reports that allow investors to get right to trading, saving valuable time and effort in searching for trading opportunities.

For more details on the OptionsWest Trading Service …