Online Courses - Managing Stock Positions

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Managing Stock Positions

Course Expiration:
Course access expires 12 weeks from date of registration

Cost: Free

Course Overview:

Managing Stock Positions presents strategies for managing long stock positions. The lesson also discusses how options, along with a forecast for an underlying stock, may help investors to lock in profits, reduce break-even points and manage risk. Various situations are presented along with a number of possible forecasts for the underlying stock, and strategies that best fit each forecast.

Course Outline:


Long Stock, Stock Up Since Purchase

Long Stock, Stock Down 5 to 10% Since Purchase

Long Stock, Stock Down 10 -15% Since Purchase

Long Stock, Stock Down 20 - 25% Since Purchase

Special Situation 1

  • Long Stock, Stock up 10 Months After Purchase
  • Long Stock, Stoc Up in November

Special Situation 2

  • Long Stock, Stock Down in November

How to Register:

Step 1: Log into your myCboe account.

Step 2: Enter Registration Code

Please click here and enter optedu if prompted.

If you are taken directly to your Course Status Page, please scroll to the bottom for your Current Registration code. Please click on Change Registration code if it is NOT optedu

Step 3: Complete a Student Profile

Complete the student profile page and click on the submit button.

Step 4: Select your Courses

You should now be on your personalized Course Status Page which will list all of our available courses. To register, simply select the course name link.


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