Options Investing for Young Seniors

We understand your challenges as a Young Senior.

Being Young Seniors ourselves, we totally understand the job insecurities, the mundane in daily work routine and the retrenchment woes. This is why we believe that being able to generate an alternate source of income is no longer a good to have but a need.

At the same time, we understand that the ability to stretch ourselves for more income and our risk appetite are not as before. For Young Seniors, we need to generate income without putting in long hours and taking too much risks. Of course, we cannot expect this method to make us overnight millionaires too.

 

With this in mind, we have developed this program – “Options Investing for Young Seniors”

 

It is possible to accumulate wealth with Options! As long as you know what you are doing and how you are using it – properly. Through this program, you will be able to use Options as an effective instrument to:

1. Generate additional or new stream of income
2. Buy company shares at more favorable prices and
3. Mitigate volatility risks for their investment portfolio

 

Curriculum Synopsis

After the program, you will be equipped with our 4S Approach: the methodology we use to achieve the objective of generating monthly income using Options with proper risk management

 

Session 1 (Weekend, 10am to 5pm)

Format: Face-to-face, in-person classroom

1. Introduction to the 4S Approach
   • Stock Portfolio Construction
   • Strike Price for Options
   • Sizing
   • Statistics

2. Fundamentals of Options and Stock Investing
   • What is an Option?
   • Options Trading Platform Familiarization
   • Option Strategies
     • Buy Call
     • Sell Put
     • Sell Call
     • Vertical Spread (Advance)

3. Stock Portfolio Construction
   • Using the right tools and criteria for stock pick
   • Stock valuations to make sure we do not overpay for stocks

 

Session 2 (Weekend, 10am to 5pm)

Format: Virtual

4. Strike Price for Options
   • Using Technical Analysis to assess the right prices to take an Options trade

5. Sizing
   • Position and Contract sizing – money management technique to control risks from overall fund perspective

6. Statistics
   • Leveraging on statistical tools for an Options trade – control risk from a trade perspective

7. Case Study
   • Walking through the 4S Approach in attempt to generate monthly income

 

Session 3 (Weekday, 9pm to 11pm)

Format: Virtual

8. Practice Module

• Live Trading – Practice placing dummy trades on Tiger or IB trading platforms

 

Dates and Timing

Session 1	Session 2	Session 3
Face-to-face: Classroom	Virtual	Virtual
September 14 (Saturday) 10am-5pm	September 15 (Sunday) 10am-5pm	September 16 (Monday) 8pm-11pm

 

Additional Entitlements

Monthly Mastermind & Live Trading

Format: Virtual

Frequency: 3 months

 

Monthly meet up sessions to practice what you have learnt!

Month 1	Month 2	Month 3
September 30 (Monday) 9pm-11pm	October 21 (Monday) 9pm-11pm	November 18 (Monday) 9pm-11pm

 

Many investors have the misconception of Options being a very risky instrument.

It is. The venerable Oracle of Omaha Mr. Warren Buffett has famously said: “Risk comes from not knowing what you’re doing.”

Risk is not inherently bad; it is the lack of knowledge that makes it dangerous. Mr Buffett stresses the importance of understanding the investments that you are making. Before investing using Options, it is crucial to understand what instruments like Options are, how to use Options properly, what are the potential risks and rewards,

 

Disclaimer

All Investment carries risks. There are no investment methodologies that can guarantee your investment success. The methodology that we are sharing in this program has helped us achieve some results but it does that mean that such results can always repeat in the future. What we are attempting to share is a methodology that can potentially increase your chance of success in Options Investing with a more structured risk management framework.

 

*Minimum sign up of 5 to start the program*

 

Trainer’s Profile:
KE Siong Yeo – A former corporate warrior with 23 years of experience in both private and public sectors, Siong Yeo took the leap of faith to embark on a different career path, in order to have more time for his family and personal pursuits. His journey as a full-time trader began with a focus on value investing, and eventually shifted to options trading. He is a strong believer in practitioner expertise and going through the school of hard knocks. He has his fair share of wins and losses, and he will unselfishly impart his hard-learned experience to anyone keen to learn. He plans to pursue his entrepreneurship dreams with cash flow funded from his options trading.