January 2004 Trades

Basic Strategy

Spread Trades

Index Trades


 

Basic Strategy Trades

This portfolio begins the first day of each month with $10,000 made up of the open positions from the previous month plus cash.

Disclaimer: This chart is for demonstration purposes only. No representation is made that these same returns are achieved by our subscribers.  Remember, past performance is no guarantee of future results.

We suggest that when this portfolio is in negative territory most traders would best be served by standing aside.

PositionSymbol ContractsEntry CurrentProfit/Loss ValueStopGoal
PricePrice
No Open Trades0 $0.00$0.00 $0$0$0.00 $0.00
Total Value$0
BoughtSold DateContracts PriceTotal Cash
$7,900
INTU Jan$50C1/16/2004 4$1.00$400 $8,300
QLGC Feb$65C1/8/2004 2($4.30)($860) $7,440
IVGN Feb$65C1/8/2004 4($5.70)($2,280) $5,160
CI Jan$55 C1/9/2004 4$2.40$960 $6,120
CCMP Feb$50C1/9/2004 4($4.90)($1,960) $4,160
QLGC Feb$50C1/12/2004 2$2.70$540 $4,700
NVLS Feb$42.50C1/12/2004 4($2.95)($1,180) $3,520
IVGN Feb$65C1/14/2004 4$8.00$3,200 $6,720
GS Feb$95C1/14/2004 4($5.00)($2,000) $4,720
NVLS Feb$42.50C1/15/2004 4$1.55$620 $5,340
GS Feb$95C1.15/4 4$7.00$2,800 $8,140
CTSH Feb$50P1/15/2004 4($2.95)($1,180) $6,960
CECO Feb$50P1/15/2004 4($4.60)($1,840) $5,120
CCMP Feb$50C1/15/2004 4$7.50$3,000 $8,120
CECO Feb$50P1/20/2004 4$3.10$1,240 $9,360
MUR Feb$60C1/20/2004 4($4.30)($1,720) $7,640
CTSH Feb$50P1/20/2004 4$1.45$580 $8,220
MXIM Feb$50C1/26/2004 2($5.00)($1,000) $7,220
MXIM Feb$50C1/27/2004 2$3.90$780 $8,000
MUR Feb$60C1/28/2004 4$3.10$1,240 $9,240
AMZN Feb$50P1/29/2004 5($4.70)($2,350) $6,890
AMZN Feb$50P1/29/2004 5$6.00$3,000 $9,890
PortfolioValue $9,890
JanuaryProfit/(Loss) ($110)

Spread Trades

Spread trades are based on the assumption that we have $2,500 available per trade.  We offer trades as we find them.  You should not try to make all trades, but pick and choose your spots.


 

Date Trade Type Underlying Stock Expiration Month Type Of Order Strike Price Option Type Option Symbol Opening Price* Net Debit
12/5/03 Calendar Spread IMCL May

January

Buy To Open

Sell To Open

50

50

Calls

Calls

QCI EJ

QCI AJ

-4.40

+1.20

$3.20

 

Opening  Debit (-) Credit (+)

Number Of Contracts

Cost of Trade

Additional Margin Requirements

Current Liquidation Value

Profit (Loss)

Stop

-3.20

7

-$2240

$0 $2660* +420 -800

Ideally, IMCL will rise to just below 50 by Jan. 17th.  If that should happen the options we sold will expire worthless, and we will sell the options we bought at a profit.

* This trade closed out on 1/20, after the near term option expired, for a profit of $420,


 

Date Trade Type Underlying Stock Expiration Month Type Of Order Strike Price Option Type Option Symbol Opening Price* Net Debit
12/5/03 Calendar Spread IMCL August

February

Buy To Open

Sell To Open

50

50

Calls

Calls

QCI HJ

QCI BJ

-5.30

+1.30

$4.00

 

Opening  Debit (-) Credit (+)

Number Of Contracts

Cost of Trade

Additional Margin Requirements

Current Liquidation Value

Profit (Loss)

Stop

-4.00

5

-$2000

$0 1550 -450 -750

Ideally, IMCL will rise to just below 50 by Feb 21.  If that should happen the options we sold will expire worthless, and we will sell the options we bought at a profit.


 

Index Trades

This portfolio begins the first day of each month with $5,000 made up of the open positions from the previous month plus cash.

Disclaimer: This chart is for demonstration purposes only. No representation is made that these same returns are achieved by our subscribers.  Remember, past performance is no guarantee of future results.

We suggest that when this portfolio is in negative territory most traders would best be served by standing aside.

PositionSymbol ContractsEntry CurrentProfit/Loss ValueStopGoal Close Date
PricePrice
MNX Feb$150PMNX NJ4 $4.10$3.20($360) $1,280$2.10$6.50
Total Value$1,280
BoughtSold DateContracts PriceTotalCash
$5,000
MNX Feb$150P1/29/2003 4($4.30)($1,720) $3,280
PortfolioValue $4,560
JanuaryProfit/(Loss) ($440)