Core account — stocks & options
The $100k main book. It runs the Wheel, dip-buy puts, covered calls, 0DTE iron condors, monthly momentum rotation, and the opening-range breakout — fully automated, entered and managed with no manual input.
As of 2026-07-03
Account value over time
No equity history yet — the curve builds as daily closes are recorded.
What's being traded — and how
Every strategy in this account in plain English: what it does, how it's managed, the risk, and what it has banked.
A systematic, rules-based trade the engine runs automatically.
How it's managed: Entered, managed, and exited by the engine with no manual input.
38% win
Once a month, buys the strongest stocks and bets against the weakest.
How it's managed: Rebalanced monthly; diversified across many names.
23% win
Each morning it sells a same-day options spread on both sides of the S&P 500.
How it's managed: Wins if the market stays in a range by the close; skips wild days automatically.
0% win
A systematic, rules-based trade the engine runs automatically.
How it's managed: Entered, managed, and exited by the engine with no manual input.
50% win
Sells "insurance" (put options) on steady ETFs to collect cash up front.
How it's managed: If a stock dips onto its books, it holds the shares and sells calls for more income.
When a stock pulls back hard, it gets paid to agree to buy it cheaper later.
How it's managed: Closes for profit as the premium decays, or takes the shares at the lower price.
On shares it already owns that are drifting sideways, it sells calls for extra income.
How it's managed: Keeps the premium each cycle; the stock may get called away at a profit.
Right at the 9:30 open, on stocks trading with unusually heavy volume, it buys the breakout above the first 5 minutes.
How it's managed: Rides it intraday with a stop-loss; always sold and flat by the close — no overnight risk.
After a company reports earnings, if the stock pops more than 3%, it buys — winners tend to keep drifting up for a few days.
How it's managed: Holds about 3 trading days, then sells. Long-only; it never bets against the stocks that fell.
Open positions now
What the account is holding this moment. 'On paper' is the profit/loss if it closed right now.
| Position | Strategy | Opened | Qty | Entry | Now | On paper |
|---|---|---|---|---|---|---|
| BMY260731P00057000 | Unknown | Jul 01, 2026, 11:04 AM ET | -1 | $2.41 | $1.74 | +$67 |
| CMCSA | Unknown | Jul 01, 2026, 10:30 AM ET | 100 | $24.26 | $23.92 | -$34 |
| CMG | Unknown | Jun 26, 2026, 10:30 AM ET | 100 | $33.27 | $35.22 | +$195 |
| KRE | Unknown | Jun 17, 2026, 10:30 AM ET | 100 | $72.50 | $75.02 | +$252 |
| SLV260731P00053500 | Unknown | Jun 26, 2026, 10:15 AM ET | -1 | $3.00 | $1.98 | +$102 |
| SLV260731P00054000 | Unknown | Jun 30, 2026, 11:17 AM ET | -1 | $2.75 | $2.20 | +$55 |
| XLE260731P00053500 | Unknown | Jun 30, 2026, 01:27 PM ET | -1 | $1.33 | $1.58 | -$25 |
| XLF | Unknown | Jun 22, 2026, 09:36 AM ET | 100 | $53.71 | $55.70 | +$199 |