from the desk of Dr. Terry F Allen

Skip navigation

Member Login  |  Contact Us  |  Sign Up

1-800-803-4595

The Terry's Tips Track Record

 

The Terry's Tips 2016 Track Record and the Start of 2017

At the end of the first 4 months of 2017, the 9 portfolios carried out at Terry's Tips had gained an average of 43.8%.  Every portfolio is in the black.  Most investors would be delighted to make half this amount for an entire year.

We currently carry out 9 portfolios at Terry’s Tips, 8 of which are available for Auto-Trade at thinkorswim (so you can follow a portfolio and never have to make a trade on your own).    All except one of these portfolios can be carried out inside an IRA.   Paying subscribers can follow the results of all 9 portfolios. Some newsletters only reveal their winning portfolios to all subscribers, but at Terry's Tips , we disclose every trade and every position for every portfolio at all times.  

All results include commissions at the standard rate charged by thinkorswim for Terry's Tips subscribers.  Many newsletters conveniently (for them) do not include commissions when they report their trading results.  By the way, our subscription rates are considerably less than the average options newsletter out there.

In 2015 and 2016, using what we call the 10k Strategy (calendar and diagonal spreads on stocks we like), we were lucky enough to pick some good companies, and all 5 that we picked in 2015 and 2016 made it possible for us to double the portfolio value in an average of 13 months.  

These 5 companies were Costco (COST), Starbucks (SBUX), Nike (NKE), Facebook (FB), and Johnson & Johnson (JNJ). Each of these companies moved up nicely for us, and our portfolios gained many times the percentage gains in the stock.

Our best-performing strategy for 2017 to date has been the one based on Facebook.  The stock has had a great run, picking up 30.6%.  Our portfolio has gained 216% in that time, 7 times as great as the gain in the stock.

From 2013 through 2016, we also carried out portfolios which used a strategy of picking companies we liked (or Exchange Traded Products, ETPs), and selling long-term vertical credit spreads on them.  These portfolios averaged over 40% gains per year over this period, and because of this success, we shifted most of our portfolios to this strategy at the beginning of 2017.

We carry out portfolios with differing risk levels.  Our most conservative portfolio picks several blue chip companies which pay high dividends (which help protect against a big price drop), and set up option spreads which will make profits just as long as the stock does not fall more than about 10% for the year.  This portfolio is designed to gain 30% for the year. After the first 4 months, this portfolio is well ahead of schedule and has gained 26.4%.  At this point, every underlying stock but one could fall by 10% between now and the end of the year and this portfolio would still gain at least 37% for the year.

Other portfolios are designed to gain 40% - 50% per year, but the underlying stock or ETPs must do a little better than falling 10% to make those gains. Many portfolios will make these numbers as long as the stock ends up the year at any higher price than where it starts out.

While we don’t expect to be able to continue the wonderful results we achieved in the first 4 months, we are surely off to a good start toward achieving the goals we have set up for each portfolio.

The Long-Term Track Record at Terry's Tips

 

Terry’s Tips has operated sample option portfolios since 2003 for their subscribers to follow or mirror in their own accounts. These portfolios are actual portfolios, and results include all commissions that an investor would pay at thinkorswim, Inc. by TD Ameritrade. Many option newsletters conveniently (for them) do not include commissions in their performance numbers. This makes their results look a lot better than they actually are because commissions are a significant cost of trading options (unlike stock trading which involves much lower commissions).

 

In most of these years, the option portfolios have beaten the market averages by a very large margin. In some years, the portfolios have incurred losses similar to the magnitude of the market losses.

 

Option trading involves leverage, and leverage works in both directions. Gains (and losses) are often greater than changes in the market. However, we have tried to minimize the losses in down years so that our losses are less than those of the markets in general, and to enjoy greater gains than the markets in good years. Most of the time, we have been successful in carrying out these goals.

 

Terry's Tips Stock Options Trading Blog

September 18, 2017

Will Alibaba (BABA) Continue The Upward Momentum?

This week we are looking at another of the Investor’s Business Daily (IBD) Top 50 List companies. We use this list in one of our portfolios to identify stocks that have displayed strong upward momentum and place spreads that profit it the momentum continues for about six weeks.

Last week, the 10 Terry's Tips portfolios enjoyed another banner week. While SPY rose 1.1%, all 10 portfolios gained an average of 6.9% and are now up 75% for the year to date. Isn’t it time you took a look at how we are doing this? You just might learn something new.

Terry

Will Alibaba (BABA) Continue The Upward Momentum?

Some well-known analysts are quite bullish Alibaba stock and outline why they expect further upside here – Why Druckenmiller Is Optimistic about Chinese Consumer Stocks and Why Goldman Sachs is Optimistic about Alibaba.

September 12, 2017

Electronic Arts (EA) Stock Appears Undervalued After Analyst Upgrades

This week we are looking at another of the Investor’s Business Daily (IBD) Top 50 List companies. We use this list in one of our portfolios to spot outperforming stocks and place spreads that take advantage of the momentum.

Also, don't forget that we are now offering our

Lowest Subscription Price Ever: As a back-to-school special, we are offering the lowest subscription price that we have ever offered – our full package, including all the free reports, my White Paper, which explains my favorite option strategies in detail, and shows you exactly how to

September 6, 2017

Back-to-School Special – Lowest Price Ever

Back-to-School Special – Lowest Price Ever

Why must back-to-school purchases only be for the kids? You got them new back-packs and pens and pads and lots of other things to help them make their learning experience a little easier or fun.

But how about yourself? How about adults who would like to learn a little something, too? What if you would like to learn how to dramatically improve your investment results? Don’t you deserve a little something to help make that learning experience possible?

What better back-to-school gift could there be than a subscription to Terry’s Tips at the lowest price ever? You will learn exactly how we have made over 100% so far this year trading our favorite strategy on two different stocks, and how you can do it yourself with your favorite stock.

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

Sign Up Your 2 Free Reports & Our Newsletter Now!

Sign up for Dr. Terry F Allen’s free newsletter and get immediate access to his most current report on his stock option trading strategies.

TastyWorks

Tastyworks is a new brokerage firm from the brains behind tastytrade and it is our top choice of options-friendly brokers. Their commission rates are extremely competitive - options trades are only $1 per contract to open and $0 commission to close (all options trades incur a clearing fee of $0.10 per contract). The tastyworks trading platform quickly became our favorite platform for options trading and it keeps getting better with new features released each week. Terry uses tastyworks and loves everything about them!

TD Ameritrade

This Chicago brokerage firm with the unlikely name thinkorswim, Inc. by TD Ameritrade is considered by many to be the best option-friendly broker. For openers, they have extremely good analytic software and their option trading platform is exceptional. Thinkorswim Mobile has been called the best mobile app in the industry. In 2017, TD Ameritrade received 4 stars out of 5 in the annual Barron`s* Best Online Brokers Survey. TD Ameritrade was tops as an online broker for long-term investors and for novices. The company is the only broker that receives the highest 5.0 score for research amenities among all firms participated in the ranking last year.

Member Login  |  Programs and Pricing  |  Testimonials  |  About Us  |  Legal Notices  |  Accessibility Statement  |  Privacy Policy  |  Site Map

TD Ameritrade, Inc. and Terry's Tips are separate, unaffiliated companies and are not responsible for each other’s services and products.

tastyworks, Inc. has entered into a Marketing Agreement with Terry’s Tips (“Marketing Agent”) whereby tastyworks pays compensation to Marketing Agent to recommend tastyworks’ brokerage services. The existence of this Marketing Agreement should not be deemed as an endorsement or recommendation of Marketing Agent by tastyworks and/or any of its affiliated companies. Neither tastyworks nor any of its affiliated companies is responsible for the privacy practices of Marketing Agent or this website. tastyworks does not warrant the accuracy or content of the products or services offered by Marketing Agent or this website.

tastyworks, Inc. and Terry’s Tips are separate, unaffiliated companies and are not responsible for each other’s services and products. Options are not suitable for all investors as the special risks inherent to options trading my expose investors to potentially rapid and substantial losses. Options trading in a tastyworks account is subject to tastyworks’ review and approval. Please read Characteristics and Risks of Standardized Options before investing in options

©Copyright 2001–2017 Terry's Tips, Inc. dba Terry's Tips

Close Window

Sign up for the Terry’s Tips Free Newsletter and Receive 2 Options Strategy Reports:

or

Login to Your Existing Account Now

No Thanks

Newsletter Signup

Member Login

Enter your primary email below, and we'll send you a new password