OIC: How do options fit into my portfolio? Strategies and ideas

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In this recorded session, the OIC and Fidelity explored some common scenarios where options can help to a achieve a specific goal, including:

  • Protecting potential security gains
  • Directional trading for short-term opportunity capture
  • Adding Alpha to your portfolio

Download transcript (PDF) | Download slides (PDF)


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Presenters

Edward J. Modla

Edward J. Modla

Principal, Investor Education
Options Clearing Corporation

Allen Helm

Allen Helm

Regional Brokerage Consultant
Fidelity Investments

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