SteadyOptions delivered 47.4% ROI in Q1 2015

[Kim]

While most major indexes continue to straggle, SteadyOptions continues to deliver strong gains. SteadyOptions flagship service produced 47.4% ROI in Q1 2015, based on fixed $1,000 allocation per trade (non-compounded) and 6 trades open. This translated to 28.4% return on the whole account, based on 10% allocation per trade. The winning ratio was a remarkable 82%. Check out the Performance page to see the full results. Please note that those results are based on real fills, not hypothetical performance.

Click here to view the article

[Optrader]

Yes. Great job kim. I am happy with how things are going. We are doing better than most others  and we are now entering the best part of the earnings season with GOOG/AMZN/TSLA this month. 

[Kim]

Thanks. I'm very excited about 2015. We are being more selective, so winning ratio is much higher than previous years, and overall gains are very solid, with minimal drawdowns. Minimizing losses is the key, now more than ever. With most major indexes straggling, SO continues to provide solid gains month after month, regardless of market direction.

[samico]

Congratulations Kim. Keep it up please. 

 

Samico.

[Nevermind]

Great work Kim!

 

Could you kindly explain how you derive the portfolio values and the monthly returns?

 

 

Portfolio Values

 

So for instance if we take our latest trade:

 

Do you take 10% of latest balance times trade pnl + previous account value? So in this case 10% * 13009 * 6.7% + 13009 = 13096? This number is slightly different than 13090 you posted? What do I do wrong? Or is it just the rounding?

 

 

SteadyOptions Service - Recent Trades Entry Date Exit Date Holding Period Trade P/L Portfolio Value

• Entry Date: 03/27/15     MON strangle 6.7%   Portfolio Value = 13,090

• Entry Date: 03/16/15    GME calendar  10.6%   Portfolio Value = 13,009

 

 

Monthly Returns

 

If I just compound the March returns assuming a 10% allocation I get following results

 

1.0166 * 1.0112 * 1.0053 * 1.0148 * 1.0051 * 1.0106 * 1.0067 - 1 = 7.24% 

 

If I take portfolio values for return calculation I get following:

 

(13090-12237)/12237 = 6.97%

 

but you are posting 10.7% https://steadyoptions.com/performance 

 

 

 

 

Thank you

Edited April 6, 2015 by Nevermind

[Kim]

First, it is always closed trades for that month. Regarding compounding of the portfolio value - it is done monthly. So all March trades are based on portfolio value of 12,126 at the beginning of the month, so the last value is 12126*0.10*6.7%+13009= 13,090.

 

The table of monthly returns is taken from pro-trading-profits as mentioned under the table. They use slightly different methodology (15%/trade but rounded down to the nearest whole number of contracts). It is also non-compounded. Just go to the link and see all statistics directly in PTP.

[Nevermind]

First, it is always closed trades for that month. Regarding compounding of the portfolio value - it is done monthly. So all March trades are based on portfolio value of 12,126 at the beginning of the month, so the last value is 12126*0.10*6.7%+13009= 13,090.

 

The table of monthly returns is taken from pro-trading-profits as mentioned under the table. They use slightly different methodology (15%/trade but rounded down to the nearest whole number of contracts). It is also non-compounded. Just go to the link and see all statistics directly in PTP.

Thank you Kim