Applied InvestOps review

Question 1 of 3

Suppose Mark decided to open a put spread instead of a call spread. Which InvestOps stage would he make that decision in?

The Develop stage while creating the view.
The Plan stage while planning the trade execution.
The Trade stage while optimizing trade execution.

Question 2 of 3

Suppose Mark was unable to get the initial trade entry order filled at the target price laid out in the trade plan. What should he do?

Return to the Plan stage to reassess the strategy and pricing.
Walk the order beyond the trade plan’s target price until it fills at the best possible price.
Switch to a market order to fill the trade before the pricing gets worse.

Question 3 of 3

Suppose Mark enters the call spread position as planned. However, the next day he decides that he would rather hold stock instead of options. What is his best path forward?

Close the spread to exit the investment and start the process over with the new stock idea.
Follow the trade plan until it exits and make a note about the regret in the postmortem.
Analyze the risks and rewards of adjusting the positions to reflect the preferred trade plan and execute the change if acceptable.

Applied InvestOps

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