September 2003 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 Close Date
PricePrice
BJS Oct$30CBJS JF 4$4.40$4.20 ($80)$1,680$2.90 $6.00Open
BAC Oct$75CBAC JO 4$4.70$3.50 ($480)$1,400 $3.20$6.00Open
ACS Oct$50PACS VJ 4$2.15$2.35 $80$940$1.00 $3.50Open
CAT Nov$70PCAT WN 4$4.60$3.80 ($320)$1,520 $3.10$6.00Open
Total Value$5,540
BoughtSold DateContracts PriceTotalCash
$3,600
RDN Nov$45P9/2/2003 4$1.65$660 $4,260
GS Sep$85C9/2/2003 4$4.80$1,920 $6,180
MER Sep$55C9/3/2003 4($1.20)($480) $5,700
LMT Oct$50C9/3/2003 4($3.10)($1,240) $4,460
QLGC Sep$47.50C9/3/2003 4$4.00$1,600 $6,060
MMM Oct$140P9/5/2003 4($4.60)($1,840) $4,220
BGEN Oct$37.50C9/9/2003 4$4.00$1,600 $5,820
SNPS Sep$65C9/9/2003 4$2.50$1,000 $6,820
MER Sep$55C9/10/2003 4$0.50$200 $7,020
MMM Oct$140P9/10/2003 4$5.60$2,240 $9,260
ACS Oct$55P9/10/2003 4($4.00)($1,600) $7,660
UTSI Oct$35C9/11/2003 4($4.50)($1,800) $5,860
MXIM Oct$40C9/11/2003 4($3.60)($1,440) $4,420
NAV Oct$40C9/12/2003 4($2.95)($1,180) $3,240
MXIM Oct$40C9/17/2003 4$4.60$1,840 $5,080
ACS Oct$55P9/18/2003 4$4.00$1,600 $6,680
UTSI Oct$35C9/18/2003 4$2.80$1,120 $7,800
LMT Oct$50C9/19/2003 4$1.00$400 $8,200
BJS Oct$30C9/19/2003 4($4.30)($1,720) $6,480
BAC Oct$75C9/23/2003 4($4.70)($1,880) $4,600
NAV Oct$40C9/24/2003 4$1.50$600 $5,200
ACS Oct$50P9/26/2003 4($2.15)($860) $4,340
CAT Nov$70P9/30/2003 4($4.60)($1,840) $2,500
PortfolioValue $8,040
SeptemberProfit/(Loss) ($1,960)

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 Credit
8/15/03 Credit Spread KBH September

September

Buy To Open

Sell To Open

65

60

Calls

Calls

KBH IM

KBH IL

-.45

+1.45

$1.00

 

Opening  Debit (-) Credit (+)

Number Of Contracts

Cost of Trade

Additional Margin Requirements

Current Liquidation Value

Profit (Loss)

Stop

+1.00

5

+500

$2000 -100 +500* 0

This trade is a bet that KBH will be below 60 when September options expire on September 20th.  Should that happen, both the options we bought, and the options we sold will expire worthless, and we will keep the $500 credit we received when putting on the spread.

*This trade expired 9/19 for a gain of $500.


 

Date Trade Type Underlying Stock Expiration Month Type Of Order Strike Price Option Type Option Symbol Opening Price* Net Credit
8/20/03 Credit Spread OVTI September

September

Buy To Open

Sell To Open

35

40

Puts

Puts

UCM UG

UCM UH

-.95

+2.00

$.1.05

 

Opening  Debit (-) Credit (+)

Number Of Contracts

Cost of Trade

Additional Margin Requirements

Current Liquidation Value

Profit (Loss)

Stop

+1.05

5

+525

$1975 -25 +525* -500

This trade is a bet that OVTI will be above 40 when September options expire on September 19th.

*This trade expired 9/19 for a gain of $525.


 

Date Trade Type Underlying Stock Expiration Month Type Of Order Strike Price Option Type Option Symbol Opening Price* Net Credit
9/16/03 Credit Spread ADTN October

October

Buy To Open

Sell To Open

75

70

Calls

Calls

RQA JO

RQA JN

-1.25

+2.25

$1.00

 

Opening  Debit (-) Credit (+)

Number Of Contracts

Cost of Trade

Additional Margin Requirements

Current Liquidation Value

Profit (Loss)

Stop

+1.00

6

+600

$2400 -210 +390 -600

This trade is a bet that ADTN will be below 70 when October options expire on October 17th.  Should that happen, both the options we bought, and the options we sold will expire worthless, and we will keep the $600 credit we received when putting on the spread. 


 

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
No Open Positions0 $0.00$0.00$0 $0$0.00$0.00
Total Value$0
BoughtSold DateContracts PriceTotalCash
$2,550
OEX Oct$510C9/3/2003 1$15.50$1,550.00 $4,100
QQQ Oct$30C9/3/2003 4$4.30$1,720.00 $5,820
MNX $137.50P9/10/2003 4($5.60)($2,240.00) $3,580
MNX $137.50P9/11/2003 4$7.00$2,800.00 $6,380
OEX Oct$515C9/11/2003 1($9.80)($980.00) $5,400
OEX Oct$515C9/18/2003 1$14.00$1,400.00 $6,800
PortfolioValue $6,800
SeptemberProfit/(Loss) $1,800