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To Roll or Not To Roll?

Rolling TradesRolling is one of the most common ways to adjust an option position.   To roll a trade, we simultaneously close our existing position and open a new one. It’s possible to roll either a long or short option positions.  …
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Rebalancing

Rebalancing Strategies There are several rebalancing strategies that are often utilized by retail and institutional traders alike. Calendar rebalancing: analyze the investment holdings within the portfolio at predetermined time intervals and adjust to the original allocation at a desired frequency.…
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Understanding the Strategy Block

The Strategy Block is used to define the stock and option strategies to trade.  Using the Strategy Block, you can trade a variety of supported  stock and option strategies, including but not limited to: Long / Short stock Covered Call…