“I’m Fed Up With My Financial Planner and I Want To Take Back My Portfolio!”
Frustrated, William Chetwall was ready to throw in the towel.
That’s when he sent me the message above.
He needed to take back control of his portfolio… and I agreed with him.
He was at his breaking point after being put through the financial wringer of Wall Street for far too long. He was on the verge of losing his family.
I had to talk him off the ledge.
I empathized with him and my words of encouragement to him were, “There has never been a better time for an individual investor to outperform the best hedge fund managers, then right now!”
Let’s be honest here.
“Wall Street failed us over the long-term. Trusted “pros” make unspeakable fortunes with some taking advantage of tricks and loopholes that has left you and I to pay the price…”
Goliath has won too many times and having the average investor feeling duped… swindled… bamboozled.
Ask your friends, family, and associates… chances are they have all suffered too.
They’re probably wondering – like the rest of us – why someone didn’t clue them in to exactly what’s been happening to their life savings and retirement accounts.
I have seen it happen. It wasn’t fair.
This is why – after working on Chicago Mercantile Exchange (CME) and as a private money manager – I founded OptionSIZZLE. I wanted to offer ordinary investors like you the insight, education & confidence necessary to create results that outperforms market professionals with through use of options.
Eventually, my hands-on, floor trading knowledge of investing, and the creation of consistent income caught the eye on:
I learned long ago that Wall Street is full of underperformers, salesmen, and get-rich quick schemes…
And I learned that investing is a serious task that should not be taken lightly.
I’m very passionate about this because – just like you – I’m one of the average investors on Wall Street.
I’m one of the little guys, too.
I, too, have been screwed by Wall Street shenanigans (which you will hear about below).
But I turned the tables… and made great money from some of the biggest mistakes and misses Wall Street has made.
Why did we – the average investors — have to lose so much of our savings, our nest eggs, and our retirement plans?
There’s no good single answer…
But there is payback. It’s called getting back what you’re owed, what you got into the market to do in the first place.
The average everyday investor – you – no longer trusts Wall Street, or what you hear from brokers, institutions, trusted pros, and talking heads.
But I’ll tell you what I tell my tribe.
If there was ever a time to succeed in the market, the time is now. With the advent of electronic trading and access to the same information. The playing field has been completely leveled between you and professionals. You now have access to the same tools, platforms, data feeds, information, and technology as they do.
I’ve had the privilege to help thousands with strategic guidance, money-management advice, and insights to using options as your best investing instrument to creating a brighter future with success in the stock market.
As my client, Scott recently said, “Up and coming investors face many psychological struggles, especially early on in their attempts. From my personal experience the two largest hurdles to overcome involve fear of losing and having the confidence to time and enter a trade.”
“At OptionSIZZLE, I have found that these obstacles are both addressed. Josh has expertise on the subject [and] expresses a calm persona in reviewing trades… Though I am personally a work-in-progress, it is character attributes such as these the indirectly boost my confidence.”
Meet Joshua Belanger
Hi… I’m Joshua Belanger.
I’m the founder, trader and entrepreneur behind OptionSIZZLE.com.
After more than a decade in the trenches of Wall Street, I’ve become well known for my work with options trading volume, easy approach to options education, and my strategic investment guidance. So much so, my expertise caught the eye of Bloomberg, Business Week, New York Post, Reuters, Dow Jones Newswire, Yahoo Finance and The Wall Street Journal.
But I didn’t get there without struggle…
I fell in love with the glamour, the romance, and the intrigue of Wall Street at a young age.
Like thousands of would-be finance guys before me, I wanted it all – the money, the power, the prestige of Oliver Stone’s Wall Street and Ben Younger’s Boiler Room…
I wanted it all…
I just didn’t know how to get there. I didn’t have the family money or connections. I didn’t have the fancy business school degrees, or even my trading licenses at the time…
I was a pizza delivery guy in an outside suburb an hour away from Chicago, cold calling executives on the Chicago Mercantile Exchange (CME), rubbing shoulders with connections I made on my own.
Eventually – after painstaking patience — it paid off.
Eventually, I’d become a runner on the CME at $5.75 an hour while still delivering pizzas to pay my bills. It was a start. It was all I had.
Was it the fun I had imagined at a young age? Not at all…
But I still loved it. I was on the CME after all.
Eventually, I’d advance to become a stockbroker.
And – as I quickly learned – it was nothing like the Hollywood movies. The sophisticated people that understood the intricacies, the ins and outs of trading were replaced with nothing more than salesmen more interested in padding their own pockets, than the clients they “cared” about.
I became part of the daily, boring, and deceitful grind of Wall Street.
I was a cog…
I was paid a pittance of what I made for the major brokers before landing at the trade desk of a respectable firm. There, I finally understood the real inner-workings on how money really worked, and flowed in the markets. There, I learned the very secrets of how money was really generated for the firm and its clients.
I’ll never forget one of my first trades. It changed everything for me.
I was taking stock option orders for an overseas client that managed several accounts, as a junior broker when it hit me.
I wanted to branch out on my own. I already knew how options worked. And I was ready to put my knowledge to the test.
So I bought long calls (an options contract that makes money when prices move higher) on Research in Motion heading into earnings, thinking the stock would move higher…
Two days later, my Research in Motion calls were down $2,000.
But the thrill of placing that trade started my long-term love affair with leveraged instruments.
From that moment on, I knew there was more to “options success” than what I learned studying for my Series 7 license or from some outdated, basic “bibles” of the industry.
I knew that to be successful, I had to follow those that were successful.
I had to follow a path.
So I started following trades relayed to me on the phone. This was something I picked up from watching certain traders on the CME floor that only traded when the large orders would come into the pit from the big players like Goldman Sachs & Merrill Lynch .
I started mimicking a pro trader’s moves – his actions, his style of trading. I wanted to be the best. I wanted to show my peers that you could – and can — do more for your clients.
But they failed to grasp it… I was just told to open accounts and gather assets.
It’s why – by 2007 – while still working the trading desk, I founded Stockstar Capital. There, I finally had the freedom to teach clients the ins-and-outs of options trading — the very trading tool my “peers” failed to grasp or use.
A year later, though, I was done. I’d seen enough.
I took my punches, my hits, and my bruises. I lost thousands in the worst year of trading the market had ever seen. The Dow was down to 6,500 when all was said and done.
Not many fared better…
But that’s not what did me in.
Managing client money and bringing in new clients was hard enough. But when I had to act like a personal shrink to my clients during the financial crisis, it became too much bare.
Don’t get me wrong. I loved what I did. I loved every minute of it.
And I flourished.
But to get where I wanted to be – where I knew I had to be — I had to retake control of everything. I still wanted to teach and show everyday investors a new way – a better way – to making money.
So I revisited my SIZZLE Method — something I first started learning in my old CME days, watching large buy or sell orders would come into the pits.
I tried to pitch the Method to a local options blog site – “Monster” – that wrote about similar options trading techniques. I was a big fan.
But they never returned my calls. Maybe they didn’t like me.
So I founded OptionSIZZLE on my own. I realized, “I can do better.”
I found myself teaching – and enjoying – the power of stock options and probabilities. I would create the SIZZLE Method to guide and teach investors a new way – a better way – to manage their own accounts.
I was sued by the “Monster” guys for giving them such staunch competition a year later.
They tried to bully me out of business, pulling me into legal battles that cost me just about everything…
Lesson learned – nothing comes easy…
But after years of hard work, it’s all been worth it… the trials, the tribulations, and the costs.
Nowadays, all is well. My clients tell me:
Josh, you are really good and helpful. I am turning around my account thanks to your service.
Options class was a great investment. Booked +575 profit on my first “real money” option trade. Many thanks.
NYB a quick 33% on Jan 12.5 call. You da man!
I hear how my products and services change and enhance lives.
With my early Hollywood-dreams dashed, I never thought I would be where I am today — an inspiration and a well-respected public figure.
“Education is the most powerful weapon which you can use to change the world,”said the late Nelson Mandela.
I feel the same way.
With education and guidance, I’ve helped others achieve their dreams – while creating financial freedom — in the daunting and dark world of the financial markets.
Why let all my valuable experience go to waste?
Helping others achieve success not only provides me a rewarding feeling, but it helps them – you — achieve the riches only a few very can achieve.
Hollywood dreams of Wall Street riches are a reality for those with financial savvy, proper education and guidance.
I believe I can show you a new way – a better way – to make that happen.
Let’s make this happen. Wall Street has taken advantage of the everyday investor for far too long.