Trading Strategies

Overview

The Wheel Strategy is a three-part approach: sell cash-secured puts, receive assignment, then sell covered calls. It's designed for steady income generation on stocks you'd be happy to own long-term.

Rules

• Sell 30-45 DTE puts on stable, dividend-paying stocks
• Target 0.30 delta for 70% probability of profit
• If assigned, hold stock and sell covered calls immediately
• Roll calls up/out if stock rallies 15%+
• Maximum position size: 30% of portfolio per stock
• Minimum premium capture: 1-2% per 30 days

Current Positions

Overview

A growth-focused strategy that enters momentum breakouts and uses trailing stops to lock in profits while riding uptrends. Best used in bull markets with strong technical setups.

Rules

• Enter on 50-day breakout with volume confirmation
• Use 8-10% trailing stop on all positions
• Scale into positions: 50% initial, 50% on breakout confirmation
• Take partial profits at 10%, 20%, 40% gains
• Maximum allocation per trade: 2% of portfolio
• Exit if breaks 50-day moving average

Current Positions

Overview

Uses publicly available FINRA filings to track congressional purchases and replicates high-conviction buys. Filters for positions indicating genuine insider confidence and long-term conviction.

Rules

• Monitor FINRA filings for congressional/official trades
• Only replicate positions $10k+ showing conviction
• Follow 80/20 rule: hold 80% of position, trim 20% on +50% move
• Hold for minimum 6 months unless thesis breaks
• Entry: 100% once conviction confirmed
• Stop loss: 15% below entry point

Current Positions

Overview

Buys 100% on -3% or worse market days. This is pure systematic buying of blue-chip index funds on weakness, removing emotion and timing risk from accumulation.

Rules

• Automatic buy trigger: SPY down 3%+ in a day
• Buy $1,000 on trigger date (no partial fills)
• Target allocation: 70% SPY, 30% VTI for diversification
• Hold for minimum 5 years
• No selling — accumulation only
• Rebalance quarterly to maintain ratio

Current Positions

Overview

Takes positions on Polymarket prediction markets for high-conviction macro outcomes. Used for event-driven trading on elections, Fed decisions, and major market events.

Rules

• Only 1 position per market (no over-concentration)
• Position size: 5-10% of capital per conviction level
• Exit on 50% gain or market close (event resolution)
• Track probability divergence: buy when 15%+ undervalued
• Hold until event outcome: no early exits unless thesis breaks
• Maximum loss per trade: position size (risk/reward 1:3+ minimum)

Current Positions