FINANCIAL SECURITY & REALTY INVESTMENTS, INC.
TRADING & INVESTMENT ADVISORY SERVICES

FSR  OPTIONS  EXPIRATION  WEEK
TRADING  AND  INVESTMENT  STRATEGY  REPORT


     This trading strategy report explains a trading strategy for trading the Major Markets such as the S&P 500 or the Dow Jones 30 each month during Options Expiration week.  This is accomplished by trading either the Futures Contracts or the ETF(s) (Exchange Traded Funds) such as the SPY or DIA for these markets.  This trading strategy can also be applied to Major "Blue Chip" Stocks in these markets such as International Business Machines [IBM] and Walmart [WMT] (major components of the Dow 30).  Also properly selected Options on these securities.

     Every month equity options for that month expire on the Saturday after the third Friday of the month.  Effectively, the last trading day is the third Friday of the month.  This trading strategy trades once per month in anticipation of the options expiration that week.  This is a very simple and easy to use trading strategy and can be implemented by anyone even if they do not use a computer.  No computer is necessary.  As always we recommend that a broker with low transaction costs be used, especially  such that the transaction costs are low in relationship to the dollar amount traded per trade.  Below you will find a summary of some of the reasons we like and use this trading strategy ourselves.

   A Trading Strategy Everyone Can Use!
        
  Features:
         Simple to use.  Anyone can trade this even without a computer.
         Trades the Futures, ETF(s) (Exchange Traded Funds) or the Options on the Major Markets
              such as the S&P 500 and Dow Jones 30.
         Can be used to trade Major "Blue Chip" Stocks such as IBM and Walmart.
         This strategy has demonstrated Great Performance without any variables to have to optimize.
              (No curve fitting problem)
         Relatively low drawdowns allow for high leverage trade positions if desired
         This strategy is very successful at providing steady income ... month after month ... year after year.
         Can be traded on margin with the margin cost negligible compared to expected returns
              due to the limited time actually in the position.
         This strategy has proven itself with typically 60% of the trades being profitable ones and
              a typical profit factor of 2.00.  This strategy has made a profit every year for the past eleven [11] years.
         Works in Bull Markets, Bear Markets and Trading Range [sideways] Markets as well.
         Great for boosting yearly investment returns by as much as an additional 5% to 7% per year.
         Extremely low risk, conservative supplemental strategy useful for Investors, Traders and even Day Traders.

     This strategy is great for boosting the return one is getting from investing in the U.S. Equities Markets.  Also, it is a very safe strategy to use given the fact that this strategy is only in the market about 2 days a month (about 24 days during the whole year).  All this and the fact that this strategy is designed to invest in the Major Market ETF(s) like the Dow Jones 30 ETF (DIA) and Major "Blue Chip" Stocks makes this one of the safest strategies to utilize to increase investment returns for the year.

     This strategy is great for a Trader or Investor looking to boost their returns for the year by say an additional 5% to 7% per year.

     This strategy has also been utilized by short term traders who trade it with high leverage instruments such as futures and the double and triple leverage ETF(s).  Some Day Traders use this strategy as a guide to bias their many entries and exits during the days that this strategy is in the market.

     This Trading Report comes with a complete easy to understand explanation of the strategy and how to trade it at a brokerage firm.  It will also include complete up to date performance data including a list of each trade taken for the period.  This Trading Report will include historical performance data based on trading the Dow Jones 30 ETF [ticker symbol: DIA] and International Business Machines [ticker symbol: IBM] and Walmart [ticker symbol: WMT].

 


Yearly Trade Performance Results for Trading the Dow Jones 30 [DIA]
Using a Stop Loss during trade of 1.75%

 


Yearly Trade Performance Results for Trading International Business Machines [IBM]
Using a Stop Loss during trade of 1.75%

 


Yearly Trade Performance Results for Trading Walmart [WMT]
Using a Stop Loss during trade of 1.75%

 


 


    
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Financial Security & Realty Investments, Inc.
Trading & Investment Advisory Services