Don’t know what a brokerage account is? Or don’t have one? I will hold your hand. Every. Step. Of. The. Way.

We’ll open a brokerage account, together, and enable options trading. I’ll explain about the stock market, stock options, for as long as you need, until everything is perfectly clear. We’ll discuss your investing goals and make your first trades together. We’ll build a portfolio to meet your investing goalas, monitor it and trade together, for as long as you need, until you feel comfortable proceeding on your own. Depending on how much you have to invest, it may take some time to make more than the cost of this service. Look at it as an investment in yourself and your skills, much like a therapist, technical course, or massage would be the relevant comparison. But quickly your profits will outpace the cost of the service.

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Why choose us?

At Beyond Stocks: Options Investing Academy, we believe in a grounded and realistic approach to investing. Here’s why we stand out:

Data-Driven Strategies: We don’t presume to predict the future. Instead, we rely on statistical analysis to guide our investment decisions. Our strategies are built on data and probabilities, allowing you to make informed choices without the guesswork.
Realistic Expectations: We set down-to-earth expectations for your investment journey. There are no get-rich-quick schemes here—just practical, sustainable strategies designed to help you grow your savings responsibly over time.
Ongoing Support: We’re committed to being there for you as long as you need us. Whether you're just starting or looking to refine your strategies, our ongoing support ensures you have the guidance and resources necessary to navigate the investing landscape with confidence.

faq

Who are you?

You haven’t ever invested. You don’t have a brokerage account. You barely know about the stock market.
I will hold your hand from the very first step, explaining about the stock market and stock options, as long as it takes for you to feel comfortable. I’ll open a brokerage account with you, enable options trading, we’ll make your first trades together. We’ll discuss your investing goals and build a portfolio to meet them.
You have a brokerage account. Maybe you have a portfolio of stocks/etfs. Maybe its yours, maybe you inherited it from your financially savy parents who put aside for you throughout your childhood and now its yours to manage. Maybe you have a lot of unrealized gains from stocks which were purchased for you in your childhood which you don’t want to pay large taxes on.
I will review your portfolio with you, and we can discuss how to improve and optimize it towards your investing goals. We can discuss how to make passive income selling options against stocks you own to both generate income while the market doesn’t continue to go up, and also to avoid paying taxes on large unrealized gains from the last 20 years. We will discuss your investing goals and tweak your portfolio to meet them.
You have been investing for a bit, maybe you know about stock options but you never got into them. You have a good idea about how the stock market works and you have opinions about which companies you like and where the stock market will go from here. You built a porfolio of stocks which you manage yourself.
We can review your portfolio and discuss how options can boost your returns while at the same time lowering your risk. We will discuss options strategies which will enable you to boost your returns in various market conditions, not only when the market goes up. We will add an element of time to your portfolio, where your portfolio goes up as time goes by, not just as your stocks go up.
You have savings but would rather not deal with the stresses of investing. You’d rather someone else handle it for you, but you are wary of all the advisors who always “know” whats going to happen in the future. You want to make consistent profits and let them compound without needing to predict the future.
I will discuss your investing goals and together (or by myself) I will build a portfolio with high probability strategies to make 10-20% annual returns in varying market condition. We can then tailor an arrangment where I manage your portfolio for the long term, either independantly or together with you at a relevant frequency.

“I'm so thankful for the help I received from Beyond Stocks: Options Investing Academy. I had $50,000 sitting in a savings account I was scared to invest. Ori guided me through opening a brokerage account and building a portfolio that fit my goals. Now, I'm generating an extra $300-$600 a month through options trades. Its not a ton but it only takes me a couple of minutes and is better than nothing. - Sarah

“I had a decent stock portfolio, but I felt like I was missing out on potential gains. Ori and I reviewed my holdings, calculated my risk exposure, and introduced me to some simple options strategies. I'm amazed at how we've lowered my overall risk while boosting my returns. It's like having the best of both worlds – more security and better profits. I wish I'd learned about this approach years ago!” - Richard

I had a stock portfolio which had gotten quite large and had a ton (!!) of unrealized gains from various companies I bought 10+ years ago, including AAPL and TSLA. We went over my portfolio and discovered I could bring in tens of thousands of dollars, while at the same time not needing to sell any of my stocks and therefore pay capital gains taxes on my profits. Needless to say, it was worthwhile. - Jaime

I’ve been working at paypal for the last 10 years and received shares as part of my compensation package. Periodically I would sell some shares to raise money for something I wanted to purchase. Ori showed me how I can raise money by selling stock options, without ever needing to sell the actual stock! Its a double win because I keep the stock, and I also don’t pay taxes on the capital gains. I highly recommend. - Itzik