Growth-focused options, in an account that stays yours.
I provide a growth-oriented options strategy and specific recommendations, mainly on index-fund options like SPY and QQQ, with a small, strictly limited 3× leveraged overlay (UPRO, TQQQ). You keep custody and control, and capital preservation comes first.
0%
Performance fee
Charged only on realized profits
$0K
Minimum investment
USD 200,000+ recommended
0%
Funds in your name
Held in your own IBKR account
Why No Loss Trading
What comes first
Three principles sit behind every recommendation I make.
Capital Preservation
Careful risk management and real downside control. Protecting your capital comes before chasing returns.
Data-Driven Strategies
Every position starts from quantitative research and real option-chain data.
Full Account Control
Your money stays in your own Interactive Brokers account, held in your name and under your control the whole time.
The Process
How It Works
Three steps, and your money never leaves your own account.
Open Your IBKR Account
Your funds stay in your name at a regulated brokerage.
Set Up Your Advisory Engagement
We agree the plan and how we work together, one-on-one.
Get the Strategy & Recommendations
I share the strategy and specific recommendations, and every position stays visible in your own account.
Growth Portfolio
Long-term capital growth
The Growth Portfolio aims to compound your capital without taking wild risks. It centers on index funds like SPY and QQQ, using growth-oriented options strategies. A small, strictly limited 3× leveraged overlay (UPRO, TQQQ) is there to lift returns within set limits.
Instruments
The strategy centers on options on major index funds and ETFs like SPY and QQQ, which keeps you out of concentrated single-stock risk. A strictly limited slice goes to leveraged index ETFs such as UPRO and TQQQ, to add return potential within defined risk limits.
Growth Drivers
- Cash-secured put options on broad market index ETFs
- Covered calls on existing index positions
- Long-term capital appreciation from core index holdings
- A strictly limited 3× leveraged overlay (UPRO, TQQQ) within defined risk limits
Fee Structure
Charged only on booked, realized profits. If there's no profit, there's no fee.
No hidden fees, no surprises.
Minimum Investment
USD 75,000
Recommended: USD 200,000+ for optimal diversification
Who I Serve
Who this is for
It suits investors who want a careful, evidence-based approach to growth and clear sight of their own account.
Professionals & Executives
Busy individuals who want their capital working without the time commitment of active trading.
Retirees & Near-Retirees
Those with significant savings seeking growth to supplement retirement.
International Investors
Investors outside the US who use Interactive Brokers and want a rules-based way into US markets.
Minimum Investment: USD 75,000|Recommended: USD 200,000+ for optimal diversification
Performance, discussed one-on-one
Recent results make more sense in context, so I'd rather walk you through them myself, along with the strategy, the expectations, and the risks. Past performance does not guarantee future results.
Ready to put your capital to work?
Book a call to talk through an advisory engagement, how the strategy fits your goals, and what getting started looks like. You'll work with me directly, one-on-one.