Monthly Trend
This service is ideal for conservative investors with a long-term perspective who seek to leverage the SPX’s historical upward trajectory while minimizing associated risks.
Average annual return (AAR): 128%
Key facts
- Win rate: ~55%
- 1:2 Risk to reward $10-wide credit spread
- Instrument: SPX
- 1 Trade per month
- Trade duration: Around 30 days
- Day trading: No
- Stop loss at 50% loss
- Adjustments: None
- IRA account: Yes
- Via email, SMS, or executed via Autotrading.
Methodology
This service aims to capitalize on SPX’s historical upward trend by entering only one $10-wide credit spread per month using a limit order. This order type ensures that all auto traders receive the same entry price. The trade duration of 30 days allows us to overcome market volatility and corrections and minimize trading commissions.
We implement a stop-loss, aiming for a risk-to-reward ratio of 1:2. Since 2013, we have only experienced three consecutive losses. This setup makes the “Monthly Trend” service an ideal choice for risk-averse investors.
We recommend a risk of 5% per trade for investors with a low risk tolerance and a risk of 10% per trade for those with moderate risk tolerance. You may start with a risk of 5% per trade and then increase it to 10% after your first successful trade.
S&P 500 vs. Monthly Trend
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | TOTAL | AVG/YEAR | |
| S&P 500 | 30% | 11% | -1% | 10% | 19% | -6% | 29% | 16% | 27% | -19% | 24% | 23% | 163% | 14% |
| Monthly Trend (5% Risk) | 82% | 51% | 9% | 48% | 80% | 34% | 70% | 78% | 59% | 2% | 58% | 80% | 651% | 54% |
| Monthly Trend (10% Risk) | 205% | 114% | 13% | 106% | 198% | 69% | 169% | 193% | 136% | -2% | 133% | 199% | 1533% | 128% |
For the Monthly Trend service, we risk 5% per trade (low-risk tolerance) and 10% per trade (moderate risk tolerance) with a compounded profit approach for a $100,000 account.
Results
| Entry Date | Open Price SPX | Options Expiry Date | Close Price SPX | Order | Credit at Entry | Debit at Exit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/02/25 | 5,903.26 | 01/31/25 | 6,040.53 | Put Credit Spread | 5.20 | 7.80 | -$2.60 | Loser | -10.40% | -$10,400 | $89,600 |
| 0W/1L | -10% ROA |
| Entry Date | Open Price SPX | Options Expiry Date | Close Price SPX | Order | Credit at Entry | Debit at Exit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/02/24 | 4,745.20 | 02/05/24 | 4,942.80 | Put Credit Spread | 5.30 | 0.00 | $5.30 | Winner | 21.20% | $21,200 | $121,200 |
| 02/05/24 | 4,957.13 | 03/04/24 | 5,130.94 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $24,725 | $145,925 |
| 03/04/24 | 5,130.99 | 04/01/24 | 5,243.78 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $30,352 | $176,277 |
| 04/01/24 | 5,257.97 | 05/06/24 | 5,180.73 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$17,628 | $158,649 |
| 05/06/24 | 5,142.42 | 06/03/24 | 5,283.41 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $32,364 | $191,014 |
| 06/03/24 | 5,297.15 | 07/01/24 | 5,475.10 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $40,877 | $231,891 |
| 07/01/24 | 5,471.08 | 08/02/24 | 5,346.55 | Put Credit Spread | 5.20 | 7.40 | -$2.20 | Loser | -8.80% | -$20,406 | $211,485 |
| 08/05/24 | 5,151.14 | 09/03/24 | 5,528.92 | Put Credit Spread | 5.10 | 0.05 | $5.05 | Winner | 20.20% | $42,720 | $254,204 |
| 09/03/24 | 5,623.89 | 09/30/24 | 5,762.38 | Put Credit Spread | 5.00 | 0.05 | $4.95 | Winner | 19.80% | $50,332 | $304,537 |
| 10/07/24 | 5,737.80 | 11/01/24 | 5,728.80 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$30,454 | $274,083 |
| 11/04/24 | 5,725.15 | 12/02/24 | 6,047.15 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $54,817 | $328,900 |
| 12/02/24 | 6,040.11 | 12/30/24 | 5,906.95 | Put Credit Spread | 5.05 | 7.25 | -$2.20 | Loser | -8.80% | -$28,943 | $299,957 |
| 8W/4L | 199% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/3/23 | 3,853.29 | 02/6/23 | 4,111.08 | Put Credit Spread | 5.30 | 0.00 | $5.30 | Winner | 21.20% | $21,200 | $121,200 |
| 02/6/23 | 4,119.57 | 03/6/23 | 4,048.42 | Put Credit Spread | 5.10 | 7.40 | -$2.30 | Loser | -9.20% | -$11,150 | $110,050 |
| 03/6/23 | 4,055.15 | 04/3/23 | 4,124.51 | Put Credit Spread | 5.20 | 7.50 | -$2.30 | Loser | -9.20% | -$10,125 | $99,925 |
| 04/3/23 | 4,102.20 | 05/1/23 | 4,167.87 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $19,985 | $119,910 |
| 05/1/23 | 4,166.79 | 06/5/23 | 4,273.79 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $24,462 | $144,372 |
| 06/5/23 | 4,282.99 | 07/3/23 | 4,455.59 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $30,896 | $175,267 |
| 07/3/23 | 4,449.45 | 08/7/23 | 4,518.44 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $36,456 | $211,723 |
| 08/7/23 | 4,491.58 | 09/5/23 | 4,496.83 | Put Credit Spread | 5.38 | 7.50 | -$2.13 | Loser | -8.50% | -$17,996 | $193,726 |
| 09/5/23 | 4,510.06 | 10/2/23 | 4,288.39 | Put Credit Spread | 5.15 | 7.55 | -$2.40 | Loser | -9.60% | -$18,598 | $175,129 |
| 10/2/23 | 4,284.52 | 11/6/23 | 4,308.50 | Put Credit Spread | 5.25 | 7.40 | -$2.15 | Loser | -8.60% | -$15,061 | $160,068 |
| 11/6/23 | 4,364.27 | 12/4/23 | 4,569.77 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $32,654 | $192,721 |
| 12/4/23 | 4,564.37 | 01/2/24 | 4,742.83 | Put Credit Spread | 5.25 | 0.00 | $5.25 | Winner | 21.00% | $40,471 | $233,193 |
| 7W/5L | 133% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/3/22 | 4,796.56 | 02/7/22 | 4,483.87 | Put Credit Spread | 5.00 | 7.45 | -$2.45 | Loser | -9.80% | -$9,800 | $90,200 |
| 02/7/22 | 4,505.75 | 03/7/22 | 4,201.09 | Put Credit Spread | 5.30 | 7.40 | -$2.10 | Loser | -8.40% | -$7,577 | $82,623 |
| 03/7/22 | 4,327.01 | 04/4/22 | 4,582.64 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $16,855 | $99,478 |
| 04/4/22 | 4,547.97 | 05/2/22 | 4,155.38 | Put Credit Spread | 5.40 | 7.70 | -$2.30 | Loser | -9.20% | -$9,152 | $90,326 |
| 05/2/22 | 4,130.61 | 06/6/22 | 4,121.43 | Put Credit Spread | 5.10 | 7.60 | -$2.50 | Loser | -10.00% | -$9,033 | $81,294 |
| 06/6/22 | 4,134.72 | 07/5/22 | 3,831.38 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$8,129 | $73,164 |
| 07/5/22 | 3,792.61 | 08/1/22 | 4,118.63 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $17,397 | $88,821 |
| 08/1/22 | 4,112.38 | 09/6/22 | 3,908.29 | Put Credit Spread | 5.00 | 7.30 | -$2.30 | Loser | -9.20% | -$8,172 | $80,650 |
| 09/6/22 | 3,930.89 | 10/3/22 | 3,678.43 | Put Credit Spread | 5.15 | 7.40 | -$2.25 | Loser | -9.00% | -$7,258 | $73,391 |
| 10/3/22 | 3,609.78 | 11/7/22 | 3,806.80 | Put Credit Spread | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $15,853 | $89,244 |
| 11/7/22 | 3,780.71 | 12/5/22 | 3,998.84 | Put Credit Spread | 5.55 | 0.00 | $5.55 | Winner | 22.20% | $19,812 | $109,056 |
| 12/5/22 | 4,052.02 | 01/3/23 | 3,824.14 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$10,469 | $98,587 |
| 4W/8L | -2% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/4/21 | 3,764.61 | 02/1/21 | 3,773.86 | Put Credit Spread | 5.20 | 7.55 | -$2.35 | Loser | -9.40% | -$9,400 | $90,600 |
| 02/1/21 | 3,731.17 | 03/1/21 | 3,901.82 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $18,120 | $108,720 |
| 03/1/21 | 3,842.51 | 04/5/21 | 4,077.91 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $22,614 | $131,334 |
| 04/5/21 | 4,034.44 | 05/3/21 | 4,192.66 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $26,267 | $157,601 |
| 05/3/21 | 4,191.98 | 06/7/21 | 4,226.52 | Put Credit Spread | 5.10 | 7.40 | -$2.30 | Loser | -9.20% | -$14,499 | $143,101 |
| 06/7/21 | 4,229.34 | 07/6/21 | 4,343.54 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $30,624 | $173,725 |
| 07/6/21 | 4,356.46 | 08/2/21 | 4,387.16 | Put Credit Spread | 5.40 | 7.10 | -$1.70 | Loser | -6.80% | -$11,813 | $161,912 |
| 08/2/21 | 4,406.86 | 09/7/21 | 4,520.03 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $33,030 | $194,942 |
| 09/7/21 | 4,535.38 | 10/4/21 | 4,300.46 | Put Credit Spread | 5.40 | 7.40 | -$2.00 | Loser | -8.00% | -$15,595 | $179,346 |
| 10/4/21 | 4,348.84 | 11/1/21 | 4,613.67 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $36,587 | $215,933 |
| 11/1/21 | 4,610.62 | 12/6/21 | 4,591.67 | Put Credit Spread | 5.35 | 7.50 | -$2.15 | Loser | -8.60% | -$18,570 | $197,363 |
| 12/6/21 | 4,548.37 | 01/3/22 | 4,796.56 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $39,473 | $236,835 |
| 7W/5L | 136% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/6/20 | 3,217.55 | 02/3/20 | 3,248.91 | Put Credit Spread | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $21,600 | $121,600 |
| 02/3/20 | 3,235.66 | 03/2/20 | 3,090.23 | Put Credit Spread | 5.10 | 7.45 | -$2.35 | Loser | -9.40% | -$11,430 | $110,170 |
| 03/2/20 | 2,974.28 | 04/6/20 | 2,663.68 | Put Credit Spread | 5.35 | 7.60 | -$2.25 | Loser | -9.00% | -$9,915 | $100,254 |
| 04/6/20 | 2,578.28 | 05/4/20 | 2,842.74 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $20,051 | $120,305 |
| 05/4/20 | 2,815.01 | 06/1/20 | 3,055.73 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $24,542 | $144,847 |
| 06/1/20 | 3,038.78 | 07/6/20 | 3,179.71 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $30,997 | $175,845 |
| 07/6/20 | 3,155.29 | 08/3/20 | 3,294.61 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $36,576 | $212,421 |
| 08/3/20 | 3,288.26 | 09/8/20 | 3,331.84 | Put Credit Spread | 5.38 | 0.00 | $5.38 | Winner | 21.50% | $45,670 | $258,091 |
| 09/8/20 | 3,371.88 | 10/5/20 | 3,408.63 | Put Credit Spread | 5.15 | 1.20 | $3.95 | Winner | 15.80% | $40,778 | $298,869 |
| 10/5/20 | 3,367.27 | 11/2/20 | 3,310.24 | Put Credit Spread | 5.10 | 7.55 | -$2.45 | Loser | -9.80% | -$29,289 | $269,580 |
| 11/2/20 | 3,296.20 | 12/7/20 | 3,691.96 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $56,073 | $325,653 |
| 12/7/20 | 3,694.73 | 01/4/21 | 3,700.65 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$32,565 | $293,088 |
| 7W/5L | 193% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/2/19 | 2,476.96 | 02/4/19 | 2,724.87 | Sell Feb4’19 2500/2510 PUT | 5.60 | 0.00 | $5.60 | Winner | 22.40% | $22,400 | $122,400 |
| 02/4/19 | 2,706.49 | 03/4/19 | 2,792.81 | Sell Mar4’19 2740/2750 PUT | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $24,970 | $147,370 |
| 03/4/19 | 2,814.37 | 04/1/19 | 2,867.19 | Sell Apr1’19 2840/2850 PUT | 5.20 | 3.80 | $1.40 | Winner | 5.60% | $8,253 | $155,622 |
| 04/1/19 | 2,848.63 | 05/6/19 | 2,932.47 | Sell May6’19 2880/2890 PUT | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $31,124 | $186,747 |
| 05/6/19 | 2,908.89 | 06/3/19 | 2,744.45 | Sell Jun3’19 2930/2940 PUT | 5.10 | 7.60 | -$2.50 | Loser | -10.00% | -$18,675 | $168,072 |
| 06/3/19 | 2,751.53 | 07/1/19 | 2,964.33 | Sell Jul1’19 2780/2790 PUT | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $36,304 | $204,376 |
| 07/1/19 | 2,971.41 | 08/5/19 | 2,844.74 | Sell Aug5’19 3000/3010 PUT | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$19,620 | $184,756 |
| 08/5/19 | 2,898.07 | 09/3/19 | 2,906.27 | Sell Sep3’19 2930/2940 PUT | 5.40 | 7.40 | -$2.00 | Loser | -8.00% | -$14,780 | $169,975 |
| 09/3/19 | 2,909.01 | 10/7/19 | 2,938.79 | Sell Oct7’19 2940/2950 PUT | 5.10 | 7.50 | -$2.40 | Winner | -9.60% | -$16,318 | $153,658 |
| 10/7/19 | 2,944.23 | 11/4/19 | 3,078.27 | Sell Nov4’19 2980/2990 PUT | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $32,883 | $186,540 |
| 11/4/19 | 3,078.96 | 12/2/19 | 3,113.87 | Sell Dec2’19 3100/3110 PUT | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $37,308 | $223,848 |
| 12/2/19 | 3,143.85 | 01/6/20 | 3,246.28 | Sell Jan6’20 3160/3170 PUT | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $45,665 | $269,513 |
| 9W/3L | 169% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/3/18 | 2,697.85 | 02/5/18 | 2,648.94 | Put Credit Spread | 5.40 | 7.45 | -$2.05 | Loser | -8.20% | -$8,200 | $91,800 |
| 02/5/18 | 2,741.06 | 03/5/18 | 2,720.94 | Put Credit Spread | 5.10 | 7.40 | -$2.30 | Loser | -9.20% | -$8,446 | $83,354 |
| 03/5/18 | 2,681.06 | 04/2/18 | 2,581.88 | Put Credit Spread | 5.35 | 7.60 | -$2.25 | Loser | -9.00% | -$7,502 | $75,853 |
| 04/2/18 | 2,633.45 | 05/7/18 | 2,672.63 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $15,171 | $91,023 |
| 05/7/18 | 2,669.36 | 06/4/18 | 2,746.87 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $18,569 | $109,592 |
| 06/4/18 | 2,741.67 | 07/2/18 | 2,726.71 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$10,521 | $99,071 |
| 07/2/18 | 2,704.95 | 08/6/18 | 2,850.40 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $20,210 | $119,281 |
| 08/6/18 | 2,840.29 | 09/4/18 | 2,896.72 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $24,811 | $144,092 |
| 09/4/18 | 2,896.96 | 10/1/18 | 2,924.59 | Put Credit Spread | 5.40 | 0.70 | $4.70 | Winner | 18.80% | $27,089 | $171,181 |
| 10/1/18 | 2,926.29 | 11/5/18 | 2,738.31 | Put Credit Spread | 5.10 | 7.45 | -$2.35 | Loser | -9.40% | -$16,091 | $155,090 |
| 11/5/18 | 2,726.37 | 12/3/18 | 2,790.37 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $33,189 | $188,279 |
| 12/3/18 | 2,790.50 | 01/2/19 | 2,510.03 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$18,828 | $169,451 |
| 6W/6L | 69% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/3/17 | 2,251.57 | 02/6/17 | 2,292.56 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $20,400 | $120,400 |
| 02/6/17 | 2,294.28 | 03/6/17 | 2,375.31 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $25,043 | $145,443 |
| 03/6/17 | 2,375.23 | 04/3/17 | 2,358.84 | Put Credit Spread | 5.00 | 7.65 | -$2.65 | Loser | -10.60% | -$15,417 | $130,026 |
| 04/3/17 | 2,362.34 | 05/1/17 | 2,388.33 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$12,483 | $117,544 |
| 05/1/17 | 2,388.50 | 06/5/17 | 2,436.10 | Put Credit Spread | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $25,389 | $142,933 |
| 06/5/17 | 2,437.83 | 07/3/17 | 2,429.01 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$13,722 | $129,212 |
| 07/3/17 | 2,431.39 | 08/7/17 | 2,480.91 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $27,651 | $156,863 |
| 08/7/17 | 2,477.14 | 09/5/17 | 2,457.85 | Put Credit Spread | 5.00 | 7.60 | -$2.60 | Loser | -10.40% | -$16,314 | $140,549 |
| 09/5/17 | 2,470.35 | 10/2/17 | 2,529.12 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $29,234 | $169,783 |
| 10/2/17 | 2,521.20 | 11/6/17 | 2,591.13 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $33,957 | $203,740 |
| 11/6/17 | 2,587.47 | 12/4/17 | 2,639.44 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $41,563 | $245,303 |
| 12/4/17 | 2,657.19 | 01/3/18 | 2,713.06 | Put Credit Spread | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $52,985 | $298,288 |
| 8W/4L | 198% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/4/16 | 2,038.20 | 02/1/16 | 1,939.38 | Put Credit Spread | 5.15 | 7.50 | -$2.35 | Loser | -9.40% | -$9,400 | $90,600 |
| 02/1/16 | 1,936.94 | 03/7/16 | 2,001.76 | Put Credit Spread | 5.30 | 0.00 | $5.30 | Winner | 21.20% | $19,207 | $109,807 |
| 03/7/16 | 1,996.11 | 04/4/16 | 2,066.13 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $21,961 | $131,769 |
| 04/4/16 | 2,073.19 | 05/2/16 | 2,081.43 | Put Credit Spread | 5.55 | 7.70 | -$2.15 | Loser | -8.60% | -$11,332 | $120,437 |
| 05/2/16 | 2,067.17 | 06/6/16 | 2,109.41 | Put Credit Spread | 5.20 | 0.00 | $5.20 | Winner | 20.80% | $25,051 | $145,487 |
| 06/6/16 | 2,100.83 | 07/5/16 | 2,088.55 | Put Credit Spread | 5.10 | 7.40 | -$2.30 | Loser | -9.20% | -$13,385 | $132,103 |
| 07/5/16 | 2,095.05 | 08/1/16 | 2,170.84 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $26,949 | $159,051 |
| 08/1/16 | 2,173.15 | 09/6/16 | 2,186.48 | Put Credit Spread | 5.50 | 3.60 | $1.90 | Loser | 7.60% | $12,088 | $171,139 |
| 09/6/16 | 2,181.61 | 10/3/16 | 2,161.20 | Put Credit Spread | 5.25 | 7.45 | -$2.20 | Loser | -8.80% | -$15,060 | $156,079 |
| 10/3/16 | 2,164.33 | 11/7/16 | 2,131.52 | Put Credit Spread | 5.40 | 7.60 | -$2.20 | Loser | -8.80% | -$13,735 | $142,344 |
| 11/7/16 | 2,100.59 | 12/5/16 | 2,204.71 | Put Credit Spread | 5.15 | 0.00 | $5.15 | Winner | 20.60% | $29,323 | $171,667 |
| 12/5/16 | 2,200.65 | 01/3/17 | 2,257.83 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $35,020 | $206,687 |
| 7W/5L | 106% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/5/15 | 2,054.44 | 02/2/15 | 2,020.85 | Put Credit Spread | 5.20 | 7.50 | -$2.30 | Loser | -9.20% | -$9,200 | $90,800 |
| 02/2/15 | 1,996.67 | 03/2/15 | 2,117.39 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $18,160 | $108,960 |
| 03/2/15 | 2,105.23 | 04/6/15 | 2,080.62 | Put Credit Spread | 5.10 | 7.40 | -$2.30 | Loser | -9.20% | -$10,024 | $98,936 |
| 04/6/15 | 2,064.87 | 05/4/15 | 2,114.49 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $20,183 | $119,119 |
| 05/4/15 | 2,110.23 | 06/1/15 | 2,111.73 | Put Credit Spread | 5.20 | 7.30 | -$2.10 | Loser | -8.40% | -$10,006 | $109,113 |
| 06/1/15 | 2,108.64 | 07/6/15 | 2,068.76 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$10,911 | $98,201 |
| 07/6/15 | 2,073.95 | 08/3/15 | 2,098.04 | Put Credit Spread | 5.10 | 4.10 | $1.00 | Winner | 4.00% | $3,928 | $102,129 |
| 08/3/15 | 2,104.49 | 09/8/15 | 1,969.41 | Put Credit Spread | 5.40 | 7.35 | -$1.95 | Loser | -7.80% | -$7,966 | $94,163 |
| 09/8/15 | 1,927.30 | 10/5/15 | 1,987.05 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $19,209 | $113,373 |
| 10/5/15 | 1,954.33 | 11/2/15 | 2,104.05 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $24,262 | $137,634 |
| 11/2/15 | 2,080.76 | 12/7/15 | 2,077.07 | Put Credit Spread | 5.35 | 7.45 | -$2.10 | Loser | -8.40% | -$11,561 | $126,073 |
| 12/7/15 | 2,090.42 | 01/4/16 | 2,012.66 | Put Credit Spread | 5.00 | 7.50 | -$2.50 | Loser | -10.00% | -$12,607 | $113,466 |
| 5W/7L | 13% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/6/14 | 1,832.31 | 02/3/14 | 1,741.89 | Put Credit Spread | 5.00 | 7.55 | -$2.55 | Loser | -10.20% | -$10,200 | $89,800 |
| 02/3/14 | 1,782.68 | 03/3/14 | 1,834.44 | Put Credit Spread | 5.80 | 0.00 | $5.80 | Winner | 23.20% | $20,834 | $110,634 |
| 03/3/14 | 1,857.68 | 04/7/14 | 1,845.04 | Put Credit Spread | 5.40 | 7.60 | -$2.20 | Loser | -8.80% | -$9,736 | $100,898 |
| 04/7/14 | 1,863.92 | 05/5/14 | 1,884.66 | Put Credit Spread | 5.10 | 2.50 | $2.60 | Winner | 10.40% | $10,493 | $111,391 |
| 05/5/14 | 1,879.45 | 06/2/14 | 1,924.97 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $23,838 | $135,229 |
| 06/2/14 | 1,923.87 | 07/7/14 | 1,977.65 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $27,046 | $162,275 |
| 07/7/14 | 1,984.22 | 08/4/14 | 1,938.99 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$15,578 | $146,696 |
| 08/4/14 | 1,926.62 | 09/2/14 | 2,002.28 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $31,393 | $178,089 |
| 09/2/14 | 2,004.07 | 10/6/14 | 1,964.82 | Put Credit Spread | 5.35 | 7.35 | -$2.00 | Loser | -8.00% | -$14,247 | $163,842 |
| 10/6/14 | 1,970.01 | 11/3/14 | 2,017.81 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $32,768 | $196,611 |
| 11/3/14 | 2,018.21 | 12/1/14 | 2,053.44 | Put Credit Spread | 5.10 | 0.00 | $5.10 | Winner | 20.40% | $40,109 | $236,719 |
| 12/1/14 | 2,065.78 | 01/5/15 | 2,020.58 | Put Credit Spread | 5.40 | 7.70 | -$2.30 | Loser | -9.20% | -$21,778 | $214,941 |
| 7W/5L | 114% ROA |
| Entry Date | Open Price SPX | Exit Date | Close Price SPX | Order | Credit | Debit | P/L on Option | Result | % on Account | P/L on Account | 100k compounded |
| 01/7/13 | 1,466.47 | 02/4/13 | 1,495.71 | Put Credit Spread | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $21,600 | $121,600 |
| 02/4/13 | 1,513.17 | 03/4/13 | 1,525.20 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$11,674 | $109,926 |
| 03/4/13 | 1,518.20 | 04/1/13 | 1,562.17 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $23,524 | $133,451 |
| 04/1/13 | 1,569.18 | 05/6/13 | 1,617.50 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $26,690 | $160,141 |
| 05/6/13 | 1,614.40 | 06/3/13 | 1,640.42 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $32,028 | $192,169 |
| 06/3/13 | 1,631.71 | 07/1/13 | 1,614.96 | Put Credit Spread | 5.10 | 7.40 | -$2.30 | Loser | -9.20% | -$17,680 | $174,489 |
| 07/1/13 | 1,609.78 | 08/5/13 | 1,707.14 | Put Credit Spread | 5.40 | 0.00 | $5.40 | Winner | 21.60% | $37,690 | $212,179 |
| 08/5/13 | 1,708.01 | 09/3/13 | 1,639.77 | Put Credit Spread | 5.10 | 7.50 | -$2.40 | Loser | -9.60% | -$20,369 | $191,810 |
| 09/3/13 | 1,635.95 | 10/7/13 | 1,676.12 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $41,047 | $232,857 |
| 10/7/13 | 1,687.15 | 11/4/13 | 1,767.93 | Put Credit Spread | 5.35 | 0.00 | $5.35 | Winner | 21.40% | $49,831 | $282,689 |
| 11/4/13 | 1,763.40 | 12/2/13 | 1,800.90 | Put Credit Spread | 5.00 | 0.00 | $5.00 | Winner | 20.00% | $56,538 | $339,226 |
| 12/2/13 | 1,806.55 | 01/6/14 | 1,826.77 | Put Credit Spread | 5.00 | 7.45 | -$2.45 | Loser | -9.80% | -$33,244 | $305,982 |
| 8W/4L | 205% ROA |
Frequently Asked Questions
In our track record, we risk 10% per trade for a starting account balance of $100.000. If we have a winner we make $20.000, if we have a loser we lose $10.000.
If you plan to use compound profits, we recommend selecting “% account value” in your Global AutoTrading allocation or “percentage of account value” for AutoShares.
Global AutoTrading and AutoShares calculate using margin rather than risk per trade. To risk 10% per trade, you should set the allocation to 40%.
The tables display real trades, not hypothetical ones.
We cannot include commission costs from our auto traders because they vary depending on the brokerage chosen.
However, with one trade per month, the trading commissions remain minimal.
The S&P 500 index, which represents the performance of 500 large companies listed on stock exchanges in the United States, tends to go higher over time for several reasons. A main factor is the dynamic nature of its composition. Here is a more detailed explanation:
1. Economic Growth
Over long periods, the economy tends to grow, reflecting increases in productivity, population, and innovation. As the economy expands, corporate earnings generally increase, which can drive stock prices higher. Since the S&P 500 is a market-capitalization-weighted index, it benefits from this overall growth in the economy and corporate earnings.
2. Inflation
Over time, inflation leads to higher nominal prices for goods and services, which can translate into higher nominal sales and earnings for companies. This inflationary effect can contribute to the nominal increase in stock prices and, consequently, the S&P 500 index.
3. Reinvestment of Dividends
Many companies in the S&P 500 pay dividends to shareholders. When investors reinvest these dividends in buying more stocks, it can have a compounding effect, contributing to the long-term growth of the index.
4. Technological Advancements and Innovation
The S&P 500 includes companies at the forefront of innovation and technological advancements. These companies can grow at a faster rate than the overall economy, contributing significantly to the index’s performance. As older technologies and business models become obsolete, they are replaced by newer, more efficient ones, driving economic progress and stock performance.
5. Survivorship Bias and Adaptation
As mentioned earlier, the composition of the S&P 500 is not static. Companies that underperform or fall behind in market capitalization can be removed from the index, while those showing strong growth and market relevance are added. This process means the index tends to reflect the performance of the current leading companies in the economy. The continuous adaptation ensures the S&P 500 remains relevant and tends to grow over time, as it represents the more successful and adaptive segments of the economy.
6. Market Sentiment and Investor Behavior
Over long periods, investor optimism and the willingness to invest in equities can drive prices higher. While market sentiment can fluctuate dramatically in the short term, leading to volatility, the long-term trend has been upward due to the factors mentioned above, along with a consensus that investing in the stock market is a good long-term investment strategy.
Together, these factors contribute to the long-term upward trend of the S&P 500, despite periods of volatility and market corrections. It’s the combination of economic growth, innovation, and the dynamic, self-refreshing nature of the index itself that underpins its growth over time.
Only three.
We recommend a risk of 5% per trade for investors with a low risk tolerance and a risk of 10% per trade for those with moderate risk tolerance. You may start with a risk of 5% and increase to 10% after your first successful trade. The maximum number of losers in a row has only been 3 in the last 11 years.
The maximum number is 2.
Yes. This service can be traded in a cash account.
No, there are no assignments on SPX. The options will be cash-settled at expiration.
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