Bullish Strategies: Long Calls, Long Stock & Long Call Verticals | Trading a Smaller Account

Trading a Smaller Account | Barbara Armstrong | 6-1-26
Characteristics and Risks of Standardized Options. https://bit.ly/2v9tH6D

This webcast centered on bullish trading strategies, especially as all four major indices are currently at or near their all-time highs. The session featured several engaging example trades, including a long call vertical, a long stock position with a target and exit using an OCO order, and a long call trade with a one ATR target.

We spent some time exploring the reasoning behind why a trader might select one strategy over another. Additionally, we discussed the different factors that go into choosing one strike versus another, highlighting how each choice can impact the trade's risk and reward profile.

Do you have a smaller account ($5,000? $10,000? $25,000?) or are you interested in trading a smaller portion of your larger account? Explore ways to trade, manage, define risk and learn about options strategies in this Active Trader class.
1023-3KVR

Thanks to everyone who participated and contributed to the lively discussion. If you have any follow-up questions or want to revisit any of the strategies we covered, please feel free to reach out in the comments section below.

Looking forward to our next webcast!

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.

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Small Cap Scan: http://tos.mx/!f1iszoLv
Thinkscript : 3 Month Return (Watchlist Script): 08r6bDo
Thinkscript: 4 Week Return (Watchlist) Script: m6Hi4ru
Thinkscripts: YTD/MTD/WTD (Chart) Script: LJYKFc3
Note: Scripts: Not a recommendation for use & accuracy not guaranteed.
SCRIPTS: HOW TO ADD TO THE thinkorswim TRADING PLATFORM
Left Click on the Setup (Gear) Icon in the top right corner on Thinkorswim
Select Open Shared Item
In ”Shared Item URL:” Type the script (or copy/paste) into the field. Note: Scripts are case sensitive.
Click Preview
When ”Import Item as:” appears, rename the script (something that makes sense to you!)
Click import.

If it is a study for a chart:
Go to ”Studies Beaker”- Left Click
Choose Edit Studies
Type in Name of your Script. Highlight it.
Click ’Add Selected’
Choose ’Apply’

If it is a study for a watchlist:
Lift Click on the ‘Sprocket Icon’ at the top of the Watchlist
Choose Customize
Type in Name of Script
Choose ‘Add Item’.
Click ‘OK’ (Bottom right corner)


Thinkscript For Bull Flags & Caholds: https://www.youtube.com/watch?v=oQiMiWUx2R4&list=PL8a6s5nq1lPRn5Zg4pjdmy4V8wtapnZNf&index=1&t=3s&pp=gAQBiAQB0gcJCQsKAYcqIYzv

Trade Management Mini Sessions: https://youtube.com/playlist?list=PL8a6s5nq1lPTEQmYbc6yEslQvWdqsu0N-&si=IJRMrBcR5-KE6Zpb

Example Trading Plan: Short Put Verticals: https://youtu.be/WcQZFWIR-OU?si=IkUJWmUT6JaezHCn

Trading a Smaller Account Webcast Series: https://youtube.com/playlist?list=PL8a6s5nq1lPTl4QH-h71y1Z5KEePqtVgy&si=Fl0WD6pF1s2VMTp9

SCHWAB COACHING CALENDAR: https://schwab.com/schwab-coaching

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