from the desk of Dr. Terry F Allen

Skip navigation

Member Login  |  Contact Us  |  Sign Up


The Terry's Tips Track Record


The Terry's Tips 2016 Track Record for the First Seven Months

We currently carry out 11 portfolios at Terry’s Tips.   Paying subscribers can follow the results of all 11 (some newsletters only reveal their winning portfolios to all subscribers). Eight of the 11 portfolios can be traded through Auto-Trade at thinkorswim (so you can follow a portfolio and never have to make a trade on your own).  The 3 portfolios that cannot be Auto-Traded are simple to do on your own (usually only one trade needs to be made for an entire year).

Four of our portfolios are based on underlying stocks we like.  Our portfolio based on Costco (COST) was started in June of 2013 and gained 197% through September of 2015 while the stock rose 31%.  Our Starbucks (SBUX) options trading gained 195% for the first 9 months of 2015 while the stock rose 43%. Our portfolio based on Nike (NKE) was started in July of 2013 and gained 138% since then while the stock has gained 32%.  Our portfolio based on Facebook (FB) was started with $6000 in October 2015 and was worth just under $10,000 at the end of July 2016, eight months after its start.  This is the only one of the four portfolios that has not yet doubled in value, but a full year has not yet elapsed.

We set up a new $5000 portfolio to trade options on Johnson & Johnson (JNJ) in November 2015 and in July 2016, eight months later, the portfolio was worth over $10,000 and we declared a 2-for-1 split so that new subscribers could follow the portfolio for a starting investment of $5000.

Two of our portfolios are not available for Auto-Trade, but they are easy to follow on your own because they involve making a single trade at the beginning of the year and just waiting for the year to elapse.  These portfolios are designed for the options to expire worthless at the end of the year so no closing trades are necessary.  One of these portfolios will make 45% in 2016 if Facebook (FB) closes at any price above $105 (current price about $124) and Johnson & Johnson (JNJ) closes above $95 (current price about $125).  Both stocks could fall by a large amount and the full 45% gain will materialize.

We have been running the second of these portfolios for three years.  In 2014, it gained 20%.  While this was disappointing for us, it was still a lot better than most conventional investments.  In 2015, it gained 31%.  Through July of 2016, the portfolio had gained 52% and was on target to make 71% after commissions for the year (this gain will come about if the underlying stock (a volatility-based ETP) is at any price above $30, and it was at $65 at the end of July, so the 71% seems to be a sure thing for 2016).

Paying subscribers can choose to follow any (or none) or all of eight actual portfolios, either on their own or through Auto-Trade.  Some of our portfolios have specific goals.  One is a bearish portfolio that is designed to protect against other stock investments a subscriber might have.  This portfolio was started in June 2016 and has lost money since the market has risen steadily since it was started.  Another is based on the price of oil eventually recovering, it has also lost money in 2016 because the price of oil has fallen since we started the portfolio (the long positions in this portfolio don’t expire until 2018 so we have plenty of time to recover our losses).

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

October 18, 2016

Halloween Special – Lowest Subscription Price Ever

Halloween Special – Lowest Subscription Price Ever

Why must Halloween be only for the kids? You got them all dressed up in cute little costumes and trekked around the neighborhood in hopes of bringing home a full basket of cavity-inducing treats and smiles all around.

But how about a treat for yourself? You may soon have some big dental bills to pay. What if you wanted to learn how to dramatically improve your investment results? Don’t you deserve a little something to help make that possible?

What better Halloween treat for yourself than a subscription to Terry’s Tips at the lowest price ever? You will learn exactly how we have set up and carried out an options strategy that doubled the starting portfolio value (usually $5000) of five individual investment accounts which traded Costco (COST), Apple (AAPL), Nike (NKE), Starbucks (SBUX), and Johnson & Johnson (JNJ), including all commissions. These portfolios took between 7 and 17 months to double their starting value, and every single portfolio managed to accomplish that goal.

One year and one week ago, we set up another portfolio to trade Facebook (FB) options, this time starting with $6000. It has now gained over 97% in value. We expect that in the next week or two, it will surge above $12,000 and accomplish the same milestone that the other five portfolios did.

Many subscribers to Terry’s Tips have followed along with these portfolios since the beginning, having all their trades made for them through the Auto-Trade program at thinkorswim. Others have followed our trades on their own at another broker. Regardless of where they traded, they are all happy campers right now.

We have made these gains with what we call the 10K Strategy. It involves selling short-term options on individual stocks and using longer-term (or LEAPS) as collateral. It is sort of like writing calls, except that you don’t have to put up all that cash to buy 100 or 1000 shares of the stock. The 10K Strategy is sort of like writing calls on steroids. It is an amazingly simple strategy that really works with the one proviso that you select a stock that stays flat or moves higher over time.

How else in today’s investment world of near-zero dividend yields can you expect to make these kinds of returns? Find out exactly how to do it by buying yourself a Halloween treat for yourself and your family. They will love you for it.

Lowest Subscription Price Ever

As a Halloween special, we are offering the lowest subscription price than we have ever offered – our full package, including all the free reports, my White Paper, which explains my favorite . . .

October 11, 2016

How to Make 40% With a Single Options Trade on a Blue Chip Stock

Bernie Madoff got billions of dollars from investors by offering 12% a year. Today I would like to share an investment which should deliver more than triple that return. I doubt if it gets Madoff-like money flowing into it, but maybe some of you will try it along with me. Nothing is 100% guaranteed, but the historical price action for this conservative stock shows that this options spread would make over 40% a whopping 98% of the time.


How to Make 40% With a Single Options Trade on a Blue Chip Stock

Johnson & Johnson (JNJ) is a $70 billion multinational medical devices, pharmaceutical and consumer packaged goods manufacturer founded in 1886. It is truly a “blue chip” stock which pays a 2.7% dividend and raises it almost every year.

JNJ has been a favorite underlying stock for us at Terry’s Tips. Early in November 2015 we . . .

October 6, 2016

Calendar Spreads Tweak #5 (Like Writing Calls on Steroids)

Lots of people like the idea of writing calls. They buy stock and then sell someone else the right to repurchase their shares (usually at a higher price) by selling a call against their shares. If the stock does not go up by the time that the call expires, they keep the proceeds from the sale of the call. It is sort of like a recurring dividend.

If writing calls appeals to you, today’s discussion of an option strategy is right up your alley. This strategy is like writing calls on steroids.


Calendar Spreads Tweak #5 (Like Writing Calls on Steroids)

When you set up a calendar spread, you buy an option (usually a call) which has a longer life than the same-strike call that you sell to someone else. Your expected profit comes from the well-known fact that the longer-term call decays at a lower rate than the shorter-term call you sell to someone else. As long as the stock does not fluctuate a whole lot, you are guaranteed to . . .

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.

TD Ameritrade

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.

©Copyright 2001–2016 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:


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