Small Account Tactics

Small Account Tactics or S.A.T. is an introductory level lecture series that focuses on concepts that are built upon the idea of investing with a smaller portfolio. This means we cover frameworks built around what we think works for small accounts such as options trading, price-action concepts and general mental frameworks for investing with a smaller portfolio. This is a great beginner lecture for those who are newer to trading and options concepts.

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Designed for those using smaller portfolios
Beginner level concepts for price-action
Options 101 discussion
Review of directional options trading
Dismissing myths about trading and investing

36 Videos
0 Quizzes
0 Worksheets
3 Files

PDFs/Guides
On-Boarding
Expectations & Realties
SAT Risk Model Frameworks

Think or Swim Tutorials

Think or Swim Intro
Think or Swim Tutorial II
Think or Swim III
Think or Swim Four

Chapter One: Options Basics

Options 101/Fundamentals
Calls/Puts Mindset
How We Make Money

Chapter Two: Principles of The SAT Method

Trading The Right Stocks
Expiration Selections
Strike Selections
Risk: Stop Loss Model
Strike & Expiration Recap

Chapter Three: Trading Strategies

The Strategies
Trading Strategy A
Trading Strategy B
Trading Strategy C
Trading Strategy D
Live Trade Review - Strategy A

Technicals & Charts

Introduction
Time Frames
Time Frames & Levels
Fibonacci Introduction
Fibonacci Extensions
Reading Market Flow
Universal Entry Method

Webinars & Additional Videos

ATH Breakout Trade GS Live Trade
Webinar June 2022
Strategy A Lesson
July 2023 Members Webinar
Trade Walk Through on Tesla (Long Calls)