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Can your strategies be used in an IRA account?

Yes, all the portfolios we maintain may be traded in an IRA account through many brokers.

Do your portfolios trade on margin?

No. The portfolios we maintain do not require the use of margin.

What is the minimum amount required to trade?

If you plan to mirror one of our portfolios (or sign up for Auto-Trade with thinkorswim), the minimum amount varies between $2000 and $10,000 depending on which portfolio you choose and its current value.

Under what type of market conditions do your strategies work?

The majority of our portfolios are designed to make a profit in a flat or up market.

Do your strategies make money in down markets?

One of our portfolios, the 10K Bear, was set up to provide protection in case of a lower market. It is designed to make money in a flat or down market. The other portfolios are designed to make money when the market stays flat or moves up slightly.

Do you have a strategy that allows for monthly profit-taking?

Cash withdrawals will be made from most portfolios in increments of 3% of starting portfolio value. For example, for a portfolio with a starting value of $10,000, on the Monday following each monthly expiration, $300 will be taken out of the account if the account balance is over $10,300. If a gain of over $600 is made in a month and the portfolio balance is over $10,600, $600 will be removed that month. The goal is to remove $3600 from the account over the course of a year and continue to maintain the $10,000 starting value.

Where can I find a listing of your current positions?

The latest positions for each portfolio are reported each week in the Saturday Report, which may be found on our Insiders page.

Will I receive notifications when you place trades in your portfolios?

Our Basic and Premium members receive notification of all trades made in any of our current portfolios at the end of the day. Premium members also may opt to receive real time alerts for the portfolio(s) of their choice.

How many trade do you place each week/month?

This varies based on the portfolio, the movement of the underlying stock/index, and the time of the month. Most trades are made during expiration week, though trades are also placed whenever they are called for by our trading and adjustment rules.

Do you use puts or calls in your portfolios?

We use both puts and calls in our portfolios. Some portfolios are set up to use either puts or calls exclusively, while others involve the use of both puts and calls.

How risky are your strategies?

Options are leveraged investments and involve a higher degree of risk than most conventional investments (otherwise, the high returns that we have enjoyed would not be possible). However, since all of our strategies involve being both long and short options concurrently, we have some protection against the market moving in either direction, and since our long positions always have a longer life span than our short options, there will always be a residual value in our portfolios no matter what the market does (i.e., it is not possible to lose the entire amount invested as long as you are mirroring one of the Terry's Tips portfolios). 

How do you manage risk?

We have a well-defined set of Trading Rules to manage risk. In addition, each week in the Saturday Report, we publish a graph that shows the loss or gain that will result in each portfolio at the next expiration at a large range of possible underlying stock prices so that subscribers can visually see the risk profile of each portfolio on an ongoing basis.

Terry's Tips Stock Options Trading Blog

February 9, 2016

An Option Trade for Anyone Who Likes Facebook (FB)

The market seems to be crashing because of a fear of a worldwide economic slowdown, and last week a disappointing guidance from LinkedIn (LNKD) spooked many social media stocks like Facebook (FB). I think that FB was sold down far more than it should have and that it will recover soon. Today I made a trade which will make 66% on my investment (after commissions) in 25 days even if FB doesn’t gain a penny from here. I would like to share the details of this option trade with you today.

Terry

An Option Trade for Anyone Who Likes Facebook (FB)

Less than two weeks ago, Facebook had a blow-out quarter that exceeded estimates by a large margin, both on the top and bottom lines. Ad revenue from Instagram topped expectations all around, and the future looks even better, especially in this election year when candidates are finding that social media is one of the best ways to reach voters in local elections (Ted Cruz reportedly spend $10k a day on Instagram in Iowa and won the election).

After the announcement, FB soared . . .

January 17, 2016

Making a Long-Term Options Bet on Oil

The market is closed for the Marin Luther King holiday today, and maybe you have a little time to see how we plan to make some exceptional returns by playing what might happen with oil prices.

I would like to share with you details on a new portfolio we have set up at Terry’s Tips. It is a long-term bet that the price of oil will eventually recover from its recent 12-year lows, but maybe it will get even worse in the short run before an eventual recovery takes place. In the wonderful world of stock options, you can bet on both possibilities at once, and possibly make double-digit monthly gains while you wait for the future to unfold.

I hope you enjoy my thinking about an option strategy based on the future of oil prices. Maybe you might like to emulate these positions in your own account or become a Terry’s Tips Insider and watch them evolve over time.

Terry

Making a Long-Term Options Bet on Oil

Nobel Laureate Yale University professor Robert Shiller was interviewed by Alex Rosenberg of CNBC on July 6, 2015. He delivered his oft-repeated message that he believed that both stocks and bonds were overvalued and . . .

January 11, 2016

Half-Price Offer Ends at Midnight Tonight

All good things must end, they say. Tonight at midnight, the lowest price offer we have ever made in the history of our company, does just that. It ends. Tomorrow we will return to the prices that thousands of smart investors have paid over the past 14 years.

If you ever considered becoming a Terry’s Tips Insider, this would be the absolutely best time to do it.

To get our entire package for only $39.95, you must order by midnight tonight – only $39.95 for our entire package -here using Special Code 2016 (or 2016P for Premium Service - $79.95).

Terry

Half-Price Offer Ends at Midnight Tonight

If all good things must end, it is equally true that all bad things must end as well. Hopefully, the dreadful start for the market in 2016 will end as well. Volatility has skyrocketed as the market has tumbled. The so-called fear Index (VIX – the measure of option prices on the S&P 500 tracking stock, SPY) closed above 27 on Friday. This compares to an average range of about 12 – 14 over the last few years.

When VIX reaches 27, it means that option prices are about twice as high as they are on average. For Terry’s Tips’ subscribers, that is a big deal. Since our strategy consists of selling those short-term options, this could be one of the most profitable opportunities that come along all year.

The historical fluctuation of VIX is that it makes sudden forays above 20 when market uncertainty flares up (usually due to an unexpected event like a war breaking out or a 9/11 type terrorist attack, of some economic calamity or fear of slower growth). This time around, it seems to be fears that China’s unusually high growth rate might be slowing. Instead of . . .

Making 36%

Making 36% – A Duffer's Guide to Breaking Par in the Market Every Year in Good Years and Bad

This book may not improve your golf game, but it might change your financial situation so that you will have more time for the greens and fairways (and sometimes the woods).

Learn why Dr. Allen believes that the 10K Strategy is less risky than owning stocks or mutual funds, and why it is especially appropriate for your IRA.

Order Now

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