The First Nine Months of 2015 Track Record at Terry's Tips
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).
Our portfolio based on Costco (COST) was started in June of 2013 and has 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 has gained 138% since then while the stock has gained 32%.
Our portfolio based on options of Apple (AAPL), Google (GOOGL), and the S&P 500 (SPY) has gained 38% in 2015.
Our portfolio based on an ETP called SVXY has gained 30% for the first 9 months of 2015 and will gain 52% for the year if SVXY ends up the year at any price over $40 (current price $55)
Paying subscribers can choose to follow any (or none) or all of these actual portfolios, either on their own or through Auto-Trade. Through July of 2015, all but one of the portfolios is solidly ahead for the year, and the average gain is many times greater than the paltry 2 ½% that the market (the S&P 500) has picked up over this same time period.
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.