Using Options as a Stock Investor

Portfolio Management With Knowledge & Discipline

In our session today we mechanically walked through how to adjust stop losses visually. We also showed a good example of a collar, adding to the position and even rolling a call.
July 22, 2025James Boyd

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Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.  Characteristics and Risks of Standardized Options. https://bit.ly/2v9tH6D 


Scripts are for educational purposes only, are not a recommendation, and are not guaranteed for time or accuracy.

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