Five Steps All Investors Need to Take

6 responses

  1. I feel the steps are good for a trader, like trading options or stepping out of the comfort zone. For my own money, I would rather be more cautious, and only take the risks I feel comfortable. Just a thought, though.

  2. Jennifer says:

    Those are very important steps to take. Also as important is reviewing and updating your investor profile on a regular basis.

  3. “Options trades are instruments which present the buyer with the possibility (but not the obligation) to sell an asset when it reaches a specific price at a specified date.”

    Good overview (from a call’s perspective). It helps to think of options as a game of opposites.

    Opposite of the buyer of the call is the seller/writer of the call who collects the premium from the buyer; the seller/writer is obligated to sell the underlying security if the option is in the money for the holder of the call (i.e., the option gets exercised).

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