Intro to Business
Session Date
Lesson Topic
Technical analysis, options and the economy
Lesson Outline
We discussed strategy using options to buy a stock at its support level and using chart gaps to identify price level support.
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Ayden was attentive and interested during our discussion of chart patterns. He monitored the changes in his portfolio and updated his spreadsheet with a new deal he did yesterday.
Session Date
Lesson Topic
Cryptocurrencies and options
Lesson Outline
Today we discussed the business case for crypto currencies and reviewed options functionality using the exchange traded fund "SPY". We combined lessons in technical analysis, options strategy, and fundamental analysis in trading "put" options.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby worked on payoff diagrams for options including an SPY 410 strike put expiring Wednesday. He is learning some sophisticated portfolio management strategies and enjoys following financial markets. This session was 11am to 12pm 4/20th.
Session Date
Lesson Topic
Portfolio management
Lesson Outline
Today Ayden added functionality to his portfolio tracking spreadsheet and updated market prices to reflect current gains and losses. We added discussions of economic factors that influence stock prices.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden worked on his spreadsheet by adding functionality and changing formats to improve the look and ease of use. He continues to track his stock portfolio and is looking for opportunities to improve his positions.
Session Date
Lesson Topic
Economy Impacts and portfolio tracking
Lesson Outline
We discussed factors affecting asset prices and economic conditions. In addition, we looked at Ayden's portfolio and updated market prices to the tracking spreadsheet.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden followed along very well and remains interested in stock markets and factors affecting stock prices. We have been following the syllabus to cover all topics as much as possible, and we are making good progress.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Today we discussed technical and fundamental analysis and the use of options to increase leverage in stock trading.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Sofia was cooperative and was quick to grasp new concepts. She did not appear to have a great deal of interest in the discussion but did contribute her opinions and views. Class was 1:30pm to 2:30pm and we were both remote.
Session Date
Lesson Topic
Position Tracking
Lesson Outline
We worked on enhancements to the spreadsheet to track profit or loss by stock and how to add new positions.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden continues to enjoy working with stocks and track performance. We will move on to additional lessons next week.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Bobby was absent today. Class was scheduled 12:30pm to 1:30pm.
Session Minutes
60
Minutes Student Attended
0
Lesson Comments
Bobby did not respond to Teams call or to three texts to his personal phone number. We were scheduled for 12:30pm and I hung up at 1:10pm.
Session Date
Lesson Topic
Position Tracking
Lesson Outline
We finalized and uploaded Ayden's stock tracking spreadsheet to the shared folder in Teams. Ayden updated the stock prices to "mark the positions to market".
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Ayden was cooperative and attentive today. We worked on stock tracking and he was interested. We also reviewed an option position.
Session Date
Lesson Topic
Spreadsheet development
Lesson Outline
We worked on building the stock tracking spreadsheet for all trades organized by company with positions and profit.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden is doing an excellent job monitoring and tracking his stock positions. He is starting to see the benefit of using an organized spreadsheet to track data.
Session Date
Lesson Topic
Portfolio tracking
Lesson Outline
Ayden helped me build a spreadsheet to track all of his trading activity including positions and profit or loss.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden enjoys tracking his portfolio and has been learning the discipline and patience to be a good investor.