SteadyOptions is an options trading forum where you can find solutions from top options traders. TRY IT FREE!

We’ve all been there… researching options strategies and unable to find the answers we’re looking for. SteadyOptions has your solution.

Where I Invest My Own Money

As our contributor Jesse mentioned, “Don’t tell me what you think, tell me what you own.” As our readers and members know, we offer a wide variety of trading and investing strategies, but I'm often asked where I'm investing my own money. In this article I will share how my personal holdings look like.

Short Term Options Trading

My short term trading account is dedicated almost exclusively to SteadyOptions strategies, such as StraddlesIron CondorsCalendar SpreadsButterflies, etc. This is mostly non directional short term options trading. 

We recommend allocating no more than $100,000 for SteadyOptions strategies. We always have been very upfront about the fact that those strategies are not scalable to large accounts, and I follow those guidelines in my personal account. No position is larger than $10,000 (10% of the trading account), and once the account value significantly exceeds the $100k threshold, I withdraw money to get it back below $100k.

I personally trade most of the trades we share with our members. I'm using Interactive Brokers for my trading account, and also for my long term accounts and TFSAs.

On average, this account value is typically around $60-100k, which is less than 10% of my investable funds. I keep at least 20-30% of the account in cash. My target for this trading account is triple digit yearly return.

Long Term Investing

My long term funds are invested in the following way:

  1. About 80% are invested in index funds. The index investing strategy is based on Canadian Couch Potato principles, and is divided equally between Canadian, U.S. and international stocks and Canadian bonds.The Couch Potato strategy is a way of building a diversified, low cost and low-maintenance portfolio designed to deliver the returns of the overall stock and bond markets at minimal cost. 

    While most investing strategies are based on picking individual stocks, making economic forecasts, and timing the markets, Couch Potato investors recognize most of these activities are counterproductive. They understand that investors give themselves a greater chance of success by simply accepting the returns of the broad stock and bond markets.
  2. To boost the returns and provide protection against market crashes, I implement variations of Steady Momentum and Anchor Trades strategies (put writing and hedging). In addition, I apply a very moderate leverage (around 120-130%) by selling ATM SPX options every month (Steady Momentum investing style), but also maintain a constant hedging by buying far OTM SPX puts, using up to 2% of the account.
  3. About 10% of the long term funds are invested in growth companies with strong fundamentals, using various options strategies.

My target for the long term investing is 15-20% per year.

Real Estate

I was fortunate enough to purchase few rental units in good areas of Toronto and Ottawa before prices took off. All those units are cash flow positive and provide me with nice stream of income every month. I intend keeping those units for the long term and use them as part of my retirement income.


As Jesse mentioned: "Diversification is your best friend. There are many ways I diversify my portfolio including asset classes (stocks, bonds, cash, alternatives), geography (global stocks and bonds), and factors (market, term, size, value, momentum, trend, volatility) just to name a few." Diversifying my investments provides me with different sources of income and also reduces the volatility of my investments.

As you can see, I'm putting my money where my mouth is and trading the same strategies we offer to our members.

What Is SteadyOptions?

Full Trading Plan

Complete Portfolio Approach

Diversified Options Strategies

Exclusive Community Forum

Steady And Consistent Gains

High Quality Education

Risk Management, Portfolio Size

Performance based on real fills

Try It Free

Non-directional Options Strategies

10-15 trade Ideas Per Month

Targets 5-7% Monthly Net Return

Visit our Education Center

Recent Articles


  • Important Tips For First Time Currency Traders

    Diversifying your portfolio is important for all investors, and currency investments are a great way to do that. However, there are a lot of misconceptions and common mistakes that first time currency investors make, and this leads to big losses.

    By Kim,

  • Iron Condors or Short Strangles?

    In my early option trading days, I favored selling iron condors over selling strangles. I thought that selling a strangle was too risky because the potential loss was “undefined”. I thought this made sense because this is what I’d hear from other people that were more experienced than I was.

    By Jesse,

  • How To Be A Successful Day Trader From Home

    The good news is that if trading is your passion, then it’s possible to become a successful day trader and work from home. However, it’s not as easy as setting up shop and jumping online. There are specific steps and processes you need to have in place if you’re going to be able to make a living for yourself and have a bright career and future.

    By Kim,

  • 3 Key Pieces Of Advice For New Traders

    These days, everyone claims to be an ‘expert’ on absolutely everything. Apparently, it only takes having a Twitter account to be a seasoned expert on any given subject; all in all, the Internet is full of nonsense. It’s becoming harder and harder to find legitimate answers amongst the quagmire of false information online.

    By Kim,

  • Why New Traders Fail

    Our first advice to new traders is: "Learn First, Trade Later". The markets will always be there, but if you start trading without proper fundamentals, your capital will be gone very fast. The barrier to enter trading is so low today, commissions are near zero, and the whole trading game looks very promising.

    By Kim,

  • Lumpy Dividends and Options

    Dividend payments, like oatmeal, may be smooth or lumpy. Smooth dividends are predictable, usually once per quarter. It is easy for options traders to believe these dividends are guaranteed, because they usually continue uninterrupted quarter after quarter. This also makes it easy to predict total return over a longer time span.

    By Michael C. Thomsett,

  • Coming to Peace With Market Volatility: Part II

    On April 18th I wrote part I of this article, Coming to Peace With Market Volatility. I showed how the US equity market risk premium, defined as the annual average return of the Total Market minus the return of one-month US Treasury Bills, was a large 8.37% per year from 1950-2019. That’s the good news.

    By Jesse,

  • Ratio Calendar Spreads

    The ratio calendar spread is well-known to some, but for others the risk/reward aspects are not well understood. One way to cover a short position is to own 100 shares of the underlying stock. Another, more creative way is to sell a shorter-term expiration position and buy a longer-term position.

    By Michael C. Thomsett,

  • Studies Vs. Real Trading

    "Who you gonna believe, me or your lying eyes?" Our members and readers know that buying pre earnings straddles has been one of our favorite strategies that produced consistent gains in the last 8 years with very low risk. Yet there is a significant number of studies showing that this strategy has a negative expectation. 

    By Kim,

  • Should You Hedge or Diversify?

    Using the most popular S&P 500 ETF (SPY) to represent the US stock market, this article will look at different ways to manage equity market risk using historical ETF and options data from ORATS Wheel since 2007. We will analyze the following unhedged, hedged and allocation choices:

    By Jesse,


  Report Article

We want to hear from you!

Your content will need to be approved by a moderator

You are commenting as a guest. If you have an account, please sign in.
Add a comment...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


Options Trading Blogs Expertido