Advanced Trader Portfolio Trade History
Advanced Trader Portfolio: Trade History
March 2012 to Present
Learn more about the Advanced Trader Portfolio
(see Conservative / IRA Portfolio trade history)
NOTE: The Advanced Trader Portfolio is for experienced traders with higher risk tolerances who are looking for higher returns.
The Advanced Trader Portfolio is not based on a specific account size.
We suggest smart but aggressive Options spreads, which we will trade, monitor and adjust as 1 contract spreads.
You can select which trades are appropriate for you, and adjust the amount of contracts to match your risk tolerance and portfolio goals. At any given time, you may be trading all, some or none of the Advanced Trader positions.
See: Advanced Trader Guidelines
Investors with less risk tolerance should look at the Conservative / IRA Portfolio which has less trading activity and a consistent record of small profits.
See: Conservative / IRA Portfolio Guidelines
July 2018
> July 20 monthly GOOG Call Condor  (open position)
> July 20 monthly GOOG Put Condor  (open position)
> July 20 monthly AMZN Call Condor  (open position)
> July 20 monthly AMZN Put Condor  (open position)
> July 19 monthly SPX Call Condor  (open position)
June 2018
> June 14 monthly SPX Call Condor closed early, 2.5% Profit.
> June 14 monthly SPX Call Condor closed early, 2.5% Profit.
> June 15 monthly GOOG Call Condor closed early, 2.9% Profit.
> June 1 weekly RUT Call Condor closed early, 5.8% Profit.
May 2018
> May 17 monthly RUT Call Condor closed early, 2.7% Profit.
> May 25 weekly SPX Call Condor closed early, 4.0% Profit.
> May 25 weekly RUT Call Condor closed early, 20.2% Loss.
April 2018
> April 20 monthly GOOG Call Condor closed early, 10.6% Loss.
> April 19 monthly SPX Call Condor closed early, 3.0% Profit.
> April 19 monthly RUT Call Condor closed early, 4.6% Profit.
> April 20 monthly GOOG Call Condor closed early, 1.9% Profit.
> April 20 monthly GOOG Put Condor closed early, 6.3% Loss.
> April 19 monthly RUT Call Condor closed early, 3.0% Profit.
> April 19 monthly SPX Call Condor closed early, 2.5% Profit.
> April 20 monthly GOOG Call Condor closed early, 3.2% Profit.
> April 19 monthly RUT Call Condor closed early, 2.9% Profit.
> April 19 monthly RUT Call Condor closed early, 2.6% Profit.
March 2018
> March 16 monthly GOOG Put Condor closed early, 6.9% Loss.
> March 16 monthly GOOG Call Condor closed early, 3.0% Profit.
> March 15 monthly SPX Call Condor closed early, 6.5% Loss.
> March 16 monthly GOOG Put Condor closed early, 2.9% Profit.
> March 29 weekly RUT Call Condor closed early, 5.0% Profit.
February 2018
> February 15 monthly SPX Call Condor closed early, 3.0% Profit.
> February 15 monthly RUT Call Condor closed early, 6.0% Loss.
> February 15 monthly SPX Call Condor closed early, 8.0% Loss.
> February 15 monthly SPX Call Condor closed early, 10.0% Loss.
> February 15 monthly RUT Call Condor closed early, 6.4% Loss.
> February 23 weekly SPX Call Condor closed early, 5.0% Profit.
January 2018
> January 19 monthly GOOG Put Condor closed early, 4.0% Profit.
> January 19 monthly GOOG Call Condor closed early, 6.2% Loss.
> January 19 monthly GOOG Put Condor closed early, 1.0% Loss.
> January 18 monthly RUT Put Condor closed early, 1.2% Profit.
> January 18 monthly SPX Call Condor closed early, 10.5% Loss.
> January 18 monthly RUT Call Condor closed early, 2.9% Profit.
> January 18 monthly RUT Put Condor closed early, 2.5% Profit.
> January 19 monthly GOOG Call Condor closed early, 8.2% Loss.
> January 19 monthly GOOG Put Condor closed early, 2.5% Profit.
> January 31 weekly RUT Call Condor closed early, 10.0% Loss.
2017
December 2017
> December 1 weekly SPX Call Condor closed early, 18.0% Loss.
> December 1 weekly RUT Call Condor closed early, 10.4% Loss.
> December 8 weekly RUT Call Condor closed early, 17.0% Loss.
> December 22 weekly SPX Call Condor closed early, 4.0% Profit.
> December 22 weekly RUT Call Condor closed early, 4.6% Profit.
From this point and going forward we modified the Trade Rules because of the changing market conditions.
(A) We are targeting more trades to help diversify the portfolio.
(B) Trades that reach the adjustment point will be closed for a small loss. We will not roll positions that reach the adjustment point.
December 2017
(1) SPX Call Side of Iron Condor  3.0% profit ! (closed early)
(2) SPX Put Side of Iron Condor  1.0% profit ! (closed early)
November 2017
(1) RUT Monthly Condor  4.0% profit ! (closed early)
October 2017
(1) SPX Monthly Condor  45.0% loss (adjusted & closed early)
(2) RUT Monthly Condor  34.7% loss (adjusted & closed early)
(3) SPX Oct06 Weekly Condor  45.0% loss (adjusted & closed early)
(4) NDX Monthly Condor  2.5% loss (adjusted & closed early)
September 2017
(1) SPX Monthly Condor  3.5% profit ! (closed early)
(2) RUT Monthly Condor  3.4% profit ! (closed early)
(3) RUT Monthly Condor #2  4.5% profit ! (closed early)
(4) RUT Monthly Condor #3  3.8% profit ! (closed early)
(5) SPX Monthly Condor #2  5.0% profit ! (closed early)
(6) RUT Monthly Condor #4  6.0% profit ! (closed early)
(7) GOOG Monthly, Call side of Iron Condor  3.0% profit ! (closed early)
(8) GOOG Monthly, Put side of Iron Condor  2.4% profit ! (closed early based on price movements)
(9) SPX Monthly Condor #3  48.2% loss (adjusted & closed during the 'melt up' of Sept / Oct)
(10) RUT Monthly Condor #5  34.7% loss (adjusted & closed early)
August 2017
(1) SPX Monthly Condor  4.5% profit ! (closed early)
(2) RUT Monthly Condor  4.6% profit ! (closed early)
(3) SPX Monthly Condor #2  3.5% profit ! (closed early)
(4) SPX Monthly Condor #3  8.0% loss (closed early at the adjustment point)
(5) RUT Monthly Condor #2  3.5% profit ! (closed early)
(6) SPX August17 Weekly Condor  4.0% profit ! (closed early)
(7) RUT August17 Weekly Condor  5.0% profit ! (closed early)
July 2017
(1) RUT Monthly Condor  4.0% profit ! (closed early)
(2) SPX Monthly Condor  4.0% profit ! (closed early)
(3) RUT #2 Monthly Condor  4.0% profit ! (closed early)
(4) SPX July07 Weekly Condor  5.0% profit ! (closed early)
(5) RUT July06 Weekly Condor  3.0% profit ! (closed early)
(6) SPX July14 Weekly Condor  4.0% profit ! (closed early)
(7) RUT July06 Weekly Condor #2  3.0% profit ! (closed early)
(8) SPX July14 Weekly Condor #2  4.0% profit ! (closed early)
(9) RUT July13 Weekly Condor  4.0% profit ! (closed early)
(10) SPX July20 Weekly Condor  4.0% profit ! (closed early)
(11) RUT July20 Weekly Condor  5.0% profit ! (closed early)
(12) SPX July28 Weekly Condor  5.0% profit ! (closed early)
(13) RUT July27 Weekly Condor  4.0% profit ! (closed early)
June 2017
(1) RUT Monthly Condor  3.7% profit ! (closed early)
(2) SPX Monthly Condor  4.0% profit ! (closed early)
(3) GOOG Monthly Condor  6.9% loss (adjusted & closed early)
(4) AMZN Monthly Condor  breakeven (adjusted & closed early
(5) NDX Monthly Condor  4.4% profit ! (closed early)
(6) SPX Weekly Condor  0.5% profit ! (adjusted & closed early)
(7) RUT Weekly Condor  4.6% profit ! (closed early)
(8) RUT Weekly Condor  4.7% profit ! (closed early)
(9) SPX Weekly Condor  4.0% profit ! (closed early)
May 2017
(1) RUT Monthly Condor #1  4.5% profit ! (closed early)
(2) SPX Monthly Condor #1  3.0% profit ! (closed early)
(3) NDX Monthly Condor  9.2% loss (closed early at the adjustment point)
(4) SPX Monthly Condor #2  4.0% profit ! (closed early)
(5) SPX Monthly Condor #3  4.0% profit ! (closed early)
(5) RUT Monthly Condor #2  3.3% profit ! (closed early)
April 2017
(1) GOOG Monthly Condor  2.9% profit ! (closed early)
(2) RUT Monthly Condor  3.2% profit ! (closed early)
(3) RUT Monthly Condor #2  3.5% profit ! (closed early)
(4) SPX Monthly Condor  4.5% profit ! (closed early)
(5) SPX Weekly Condor  4.0% profit ! (closed early)
March 2017
(1) SPX Monthly Condor  14.0% loss (caught in the "Trump Rally" and closed early)
(2) RUT Monthly Condor  5.0% profit ! (closed early)
(3) NDX Monthly Condor  5.64% loss (caught in the "Trump Rally" and closed early)
(4) GOOG Monthly, Put side of Iron Condor  3.6% profit ! (closed early)
(5) GOOG Monthly, Call side of Iron Condor  4.5% profit ! (closed early)
(6) AMZN Monthly, Put side of Iron Condor  3.2% profit ! (closed early)
(7) AMZN Monthly, Call side of Iron Condor  1.0% profit ! (adjusted & closed early)
(8) SPX Monthly Condor #2  2.5% profit ! (closed early)
(9) RUT Monthly Condor #2  4.0% profit ! (closed early)
February 2017
(1) VIX Monthly Condor  (adjusted & closed for a full loss)
(2) SPX Monthly Condor  3.5% profit ! (closed early)
(3) RUT Monthly Condor  3.5% profit ! (closed early)
(4) NDX Monthly Condor  (adjusted & closed for a full loss)
(5) SPX Feb03 Weekly Condor  4.0% profit ! (closed early)
January 2017
(1) RUT Monthly Condor  1.0% profit ! (adjusted & closed early)
(2) SPX Monthly Condor  0.25% profit ! (adjusted & closed early)
(3) GOOG Monthly #1, Put side of Iron Condor  4.0% profit ! (closed early)
(4) GOOG Monthly #1, Call side of Iron Condor  4.5% profit ! (closed early)
(5) NDX Monthly Condor #1  4.0% profit ! (closed early)
(6) GOOG Monthly #2, Put side of Iron Condor  4.0% profit ! (closed early)
(7) GOOG Monthly #2, Call side of Iron Condor  4.0% profit ! (closed early)
(8) GOOG Monthly #3, Call Condor  3.0% profit ! (closed early)
(9) NDX Monthly Condor #2  1.0% profit ! (adjusted & closed early)
(10) SPX Jan06 Weekly Condor  4.0% profit ! (closed early)
(11) SPX Jan13 Weekly Condor  4.0% profit ! (closed early)
(12) SPX Jan19 Weekly Condor  5.0% profit ! (closed early)
(13) NDX Jan19 Weekly Condor  5.0% profit ! (closed early)
2016
December 2016
(1) SPX Condor  3.5% profit ! (closed early because of the Elections volatility)
(2) SPX Condor  4.0% profit ! (closed early)
(3) RUT Condor  3.5% profit ! (closed early)
(4) SPX Dec15 Weekly Condor  4.0% profit ! (closed early)
(5) SPX Dec23 Weekly Condor  4.0% profit ! (closed early)
November 2016
(1) NDX Condor  6.0% profit ! (closed early)
(2) RUT Condor #1  5.0% profit ! (closed early)
(3) SPX Condor #1  5.0% profit ! (closed early)
(4) SPX Condor #2  4.0% profit ! (closed early)
(5) RUT Condor #2  4.5% profit ! (closed early)
(2) SPX Condor #3  4.0% profit ! (closed early)
October 2016
(1) SPX Condor  5.0% profit ! (closed early)
(2) NDX Condor  5.0% profit ! (closed early)
(3) RUT Condor  6.0% profit ! (closed early)
(4) GOOG Iron Condor  8.0% profit ! (closed early)
(5) SPX Oct07 Weekly Condor  4.0% profit ! (closed early)
(6) SPX Oct20 Weekly Condor  5.0% profit ! (closed early)
(7) RUT Oct20 Weekly Condor  5.2% profit ! (closed early)
(8) NDX Oct28 Weekly Condor  3.5% profit ! (adjusted & closed early)
September 2016
(1) NDX Condor  4.4% profit ! (closed early)
(2) GOOG Monthly, Put side of Iron Condor  4.0% profit ! (closed early)
(3) GOOG Monthly, Call side of Iron Condor  4.0% profit ! (closed early)
(4) RUT Condor  4.0% profit ! (closed early)
(5) NDX Condor #2  5.0% profit ! (closed early)
(6) SPX Weekly Condor  5.0% profit ! (closed early)
(7) SPX Weekly Condor  7.0% profit ! (closed early)
August 2016
(1) VIX Condor #1  10.0% profit ! (closed early)
(2) VIX Condor #2  10.0% profit ! (closed early)
(3) VIX Condor #3  1.8% profit ! (closed early)
(4) SPX Monthly Condor  1.25% profit ! (adjusted & closed early)
(5) RUT Monthly Condor  11.0% loss (adjusted & closed early)
(6) SPX Weekly Condor  5.0% profit ! (closed early)
(7) NDX Monthly Condor  2.0% profit ! (adjusted & closed early)
(8) SPX Weekly Iron Condor  9.0% profit ! (closed early)
(9) SPX Aug12 Weekly Condor  4.0% profit ! (closed early)
(10) SPX Aug18 Weekly Condor  4.0% profit ! (closed early)
(11) SPX Aug26 Weekly Condor  4.0% profit ! (closed early)
July 2016
(1) NDX July Monthly Condor  4.72% profit ! (closed early)
(2) RUT July Monthly Condor  5.0% profit ! (closed early)
June 2016
(1) NDX June16 Monthly, Call side of Iron Condor  4.0% profit ! (closed early)
(2) NDX June16 Monthly, Put side of Iron Condor  4.0% profit ! (closed early)
(3) SPX June16 Monthly, Call side of Iron Condor  4.0% profit ! (closed early)
(4) SPX June16 Monthly, Put side of Iron Condor  3.5% profit ! (closed early)
(5) GOOG June17 Monthly, Call side of Iron Condor  4.2% profit ! (closed early)
(6) GOOG June17 Monthly, Put side of Iron Condor  4.4% profit ! (closed early)
(7) GOOG June24 Weekly, Call side of "Easy Rules" Iron Condor  5.0% profit ! (closed early)
(8) GOOG June24 Weekly, Put side of "Easy Rules" Iron Condor  4.5% profit ! (closed early)
(9) RUT June23 Weekly "Easy Rules" Condor  33.4% loss (adjusted & closed early because of the BrExit volatility)
(10) June24 SPX Weekly Condor  5.0% profit ! (closed early)
May 2016
(1) SPX "Easy Rules" Condor  35% loss (adjusted & closed early because of the BrExit volatility)
(2) NDX Monthly Condor  4.0% profit ! (closed early)
(3) NDX Monthly Condor #2  2.0% profit ! (closed early, adjusted from RUT)
(4) SPX Monthly Condor  4.5% profit ! (closed early)
(5) May05 NDX Weekly Condor  4.5% profit ! (closed early)
(6) May19 SPX Weekly Condor  4.0% profit ! (closed early)
(7) May27 SPX Weekly Condor  5.0% profit ! (closed early)
April 2016
(1) GOOG Call Condor  5.0% profit ! (closed early)
(2) GOOG Put Condor  5.0% profit ! (closed early)
(3) RUT Put Condor  4.2% profit ! (closed early)
(4) RUT Call Condor  0% profit (adjusted & closed at breakeven)
(5) VIX Condor  0% profit (adjusted & closed at breakeven)
(6) SPX Apr14 Call Condor  0% profit (adjusted & closed at breakeven)
(7) SPX Apr01 Weekly Call Condor  4.0% profit ! (closed early)
(8) SPX Apr08 Weekly Call Condor  0% profit (adjusted & closed at breakeven)
(9) RUT Apr07 Weekly Call Condor  0% profit (adjusted & closed at breakeven)
(10) SPX Apr29 "Easy Rules" Call Condor  5.0% profit ! (closed early)
(11) NDX Apr28 Weekly Condor  3.0% profit ! (adjusted & closed early)
March 2016
(1) VIX Monthly Condor [#1]  10.0% profit ! (closed early)
(2) GOOG Call Condor [#1]  4.2% profit ! (closed early)
(3) GOOG Call Condor [#2]  2.5% profit ! (adjusted & closed early)
(4) VIX Monthly Condor [#2]  6.0% profit ! (closed early)
(5) GOOG March18 Call Condor  4.2% profit ! (closed early)
(6) GOOG March18 Put Condor  5.0% profit ! (closed early)
(7) SPX March04 Weekly Condor  5.0% profit ! (closed early)
(8) RUT March03 Weekly Condor  4.0% profit ! (closed early)
(9) SPX March11 Weekly Call Condor  5.0% profit ! (closed early)
(10) SPX March11 Weekly Put Condor  4.0% profit ! (closed early)
(11) SPX March17 Weekly Call Condor  4.0% profit ! (closed early)
(12) SPX March17 Weekly Put Condor  0% profit (adjusted & closed at breakeven)
(13) SPX March24 Weekly Call Condor  5.0% profit ! (closed early)
(14) RUT March31 Weekly Condor  3.5% profit ! (closed early)
February 2016
(1) VIX Monthly Condor  6.0% profit ! (closed early)
(2) SPX Feb05 Weekly Condor  4.0% profit ! (closed early)
(3) GOOG Feb19 Weekly Put Condor  6.4% profit ! (closed early)
(4) GOOG Feb19 Weekly Call Condor  4.0% profit ! (closed early)
(5) SPX Feb26 Weekly Condor  0.5% profit ! (adjusted & closed early)
January 2016
(1) SPX Jan14 Monthly Condor  1.5% profit ! (closed early for a profit because of a fast rally)
(2) RUT Jan14 Monthly Condor  4.5% profit ! (closed early)
(3) VIX Jan19 Single Long  12.0% profit ! (closed early)
(4) SPX Jan08 Weekly Condor #1  4.0% profit ! (closed early)
(5) SPX Jan08 Weekly Condor #2  4.0% profit ! (closed early)
2015
December 2015
(1) RUT Dec17 Monthly Condor  5.0% profit ! (closed early)
(2) SPX Dec17 Monthly Condor  6.0% profit ! (closed early)
(3) RUT Dec17 "Easy Rules" Condor  0% profit (adjusted & closed early at BREAKEVEN cost)
(4) SPX Dec04 Weekly Condor  5.0% profit ! (closed early)
(5) SPX Dec11 Weekly Condor  4.0% profit ! (closed early)
(6) RUT Dec30 "Easy Rules" Condor  5.0% profit ! (closed early)
(7) SPX Dec24 "Easy Rules" Condor  5.5% profit ! (closed early)
(8) SPX Dec17 Weekly Condor  4.0% profit ! (closed early)
(9) SPX Dec24 Weekly Condor  0% profit (adjusted & closed early at BREAKEVEN cost)
November 2015
NOTE on November positions: Most of the November expiration trades were started in October when the market went up over 9%! We were able to adjust the positions, and ended up with only 2 losing trades.
(1) RUT Nov09 "Easy Rules" Condor  6.85% loss (adjusted & expired)
(2) SPX Nov18 Monthly Condor  1.5% profit ! (adjusted & closed early)
(3) RUT Nov18 Monthly Condor  8.2% profit ! (expired)
(4) SPX Nov18 "Easy Rules" Condor  0% profit (adjusted & closed early at BREAKEVEN cost)
(5) SPX Nov13 "Easy Rules" Condor  0% profit (adjusted & expired at BREAKEVEN cost)
(6) AMZN Nov20 "Easy Rules" Condor  9.4% loss (adjusted & closed early)
(7) SPX Nov13 Weekly Condor  4.0% profit ! (closed early)
(8) SPX Nov27 Weekly Condor  0% profit (adjusted & closed early at BREAKEVEN cost)
October 2015
(1) RUT Oct15 Monthly Condor  7.2% profit ! (closed early)
(2) SPX Oct15 Monthly Condor  5.0% profit ! (closed early)
(3) RUT Oct14 "Easy Rules" Condor  6.0% profit ! (closed early)
(4) SPX Oct02 Weekly Condor  4.0% profit ! (closed early)
(5) SPX Oct09 Weekly Condor  4.0% profit ! (closed early)
(6) SPX Oct14 Weekly Condor  1.5% profit ! (adjusted & closed early)
(7) SPX Oct23 Weekly Condor  5.0% profit ! (closed early)
(8) SPX Oct30 Weekly Condor  9.3% loss (adjusted & closed early)
September 2015
(1) RUT Sept03 "Easy Rules" Condor  6.0% profit ! (closed early)
(2) SPX Sept04 "Easy Rules" Condor  6.0% profit ! (closed early)
(3) SPX Sept17 Monthly Condor  7.5% profit ! (expired)
(4) RUT Sept17 Monthly Condor  8.9% profit ! (expired)
(5) SPX Sept11 "Easy Rules" Condor  5.0% profit ! (closed early)
(6) GOOG Sept18 "Easy Rules" Condor  5.2% profit ! (closed early)
(7) AMZN Sept18 "Easy Rules" Condor  5.0% profit ! (closed early)
(8) RUT Sept24 "Easy Rules" Condor  6.0% profit ! (closed early)
(9) SPX Sept11 Weekly Condor  4.0% profit ! (closed early)
(10) SPX Sept25 Weekly Condor  6.0% profit ! (closed early)
August 2015
(1) RUT Aug06 "Easy Rules" Condor  4.5% profit ! (closed early)
(2) RUT Monthly High Prob Condor  8.2% profit ! (expired)
(3) SPX Monthly High Prob Condor  5.2% profit ! (adjusted & expired)
(4) RUT Aug13 "Easy Rules" Condor  7.5% profit ! (closed early)
(5) NDX Monthly High Prob Condor  8.0% profit ! (closed early)
(6) RUT Aug20 "Easy Rules" Condor  5.7% profit ! (closed early)
(7) SPX Aug07 Weekly Condor  0% profit ! (adjusted & closed early for breakeven)
(8) RUT Aug27 "Easy Rules" Condor  7.0% profit ! (closed early)
(9) SPX Aug28 "Easy Rules" Condor  6.0% profit ! (closed early)
(10) GOOG Aug28 "Easy Rules" Condor  5.0% profit ! (closed early)
(11) SPX Aug14 Weekly Condor  4.0% profit ! (closed early)
(12) SPX Aug20 Weekly Condor  5.0% profit ! (closed early)
(13) SPX Aug28 Weekly Condor  4.0% profit ! (closed early)
July 2015
(1) SPX High Prob Condor  7.5% profit ! (closed early)
(2) RUT High Prob Condor  3.9% profit ! (adjusted & expired)
(3) RUT July01 "Easy Rules" Condor  3.5% profit ! (adjusted & expired)
(4) RUT July09 "Easy Rules" Condor  0.5% profit ! (adjusted & closed early)
(5) RUT July16 "Easy Rules" Condor  0.55% profit ! (adjusted & expired)
(6) SPX July02 Weekly Condor  5.0% profit ! (closed early)
(7) SPX July24 "Easy Rules" Condor  6.0% profit ! (closed early)
(8) SPX July10 Weekly Condor  8.0% profit ! (closed early)
(9) RUT July30 "Easy Rules" Condor  5.5% profit ! (closed early)
(10) SPX July16 Weekly Condor  5.0% profit ! (closed early)
(11) SPX July24 Weekly Condor  5.0% profit ! (closed early)
(12) SPX July31 Weekly Condor  4.0% profit ! (closed early)
June 2015
(1) SPX High Prob Condor  6.0% profit ! (closed early)
(2) RUT High Prob Condor  8.2% profit ! (expired)
(3) SPX June05 "Easy Rules" Condor  19.5% loss (Closed early when the exit price was double our entry price. We expect rare losses like this on this very aggressive trade.)
(4) RUT June11 "Easy Rules" Condor  12.7% loss (Closed early when the exit price was double our entry price.)
(5) RUT June11 "Easy Rules" Condor (2nd trade, same expiration)  6.2% profit ! (closed early)
(6) SPX Weekly Jun05 Condor  4.0% profit ! (closed early)
(7) RUT June25 "Easy Rules" Condor  0.7% profit ! (adjusted & closed early)
(8) SPX Weekly Jun12 Condor  5.0% profit ! (closed early)
(9) SPX Weekly Jun18 Condor  5.0% profit ! (closed early)
(10) SPX Weekly Jun26 Condor  6.0% profit ! (closed early)
May 2015
(1) SPX High Prob Condor  6.0% profit ! (expired)
(2) RUT High Prob Condor  6.0% profit ! (closed early)
(3) RUT May07 "Easy Rules" Condor  6.0% profit ! (closed early)
(4) RUT May14 "Easy Rules" Condor  7.5% profit ! (closed early)
(5) RUT May21 "Easy Rules" Condor  7.2% profit ! (closed early)
(6) SPX Weekly May08 Condor  5.0% profit ! (closed early)
(7) SPX May29 "Easy Rules" Condor  5.5% profit ! (closed early)
(8) SPX Weekly May14 Condor  4.0% profit ! (closed early)
(9) SPX Weekly May22 Condor  4.0% profit ! (closed early)
(10) SPX Weekly May29 Condor  5.0% profit ! (closed early)
April 2015
(1) SPX High Prob Condor  8.0% profit ! (closed early)
(2) RUT High Prob Condor  5.0% profit ! (expired)
(3) RUT Apr16 "Easy Rules" Condor  6.5% profit ! (closed early)
(4) SPX Weekly Apr02 Condor  3.0% profit ! (closed early)
(5) SPX Apr24 "Easy Rules" Condor  5.5% profit ! (closed early)
(6) SPX Weekly Apr10 Condor  5.0% profit ! (closed early)
(7) RUT Apr30 "Easy Rules" Condor  7.2% profit ! (closed early)
(8) SPX Weekly Apr16 Condor  5.0% profit ! (closed early)
(9) SPX Weekly Apr24 Condor  4.0% profit ! (closed early)
(10) SPX Weekly Apr30 Condor  4.0% profit ! (closed early)
March 2015
(1) SPX High Prob Condor  1.5% profit ! (adjusted and expired)
(2) RUT High Prob Condor  4.5% profit ! (closed early)
(3) GOOG Iron Condor  6.1% loss (closed early)
(4) SPX Weekly Mar06 Condor  4.0% profit ! (closed early)
(5) SPX Weekly Mar13 Condor  4.0% profit ! (closed early)
(6) SPX Weekly Mar19 Condor  4.0% profit ! (closed early)
(7) SPX Weekly Mar27 Condor  6.0% profit ! (closed early)
February 2015
(1) SPX High Prob Condor  8.5% profit ! (expired profitably)
(2) RUT High Prob Condor  4.0% profit ! (expired profitably)
(3) SPX Weekly Feb06 Condor  4.0% profit ! (closed early)
(4) SPX Weekly Feb13 Condor  12.0% loss for those that closed early (adjusted, and then closed early when the SPX kept going up)
(5) SPX Weekly Feb18 Condor  2.0% profit ! (closed early)
(6) SPX Weekly Feb27 Condor  7.0% profit ! (expired profitably)
January 2015
(1) SPX High Prob Condor  4.0% profit ! (closed early)
(2) RUT High Prob Condor  4.0% profit ! (closed early)
(3) RUT Low Prob Condor  12.0% profit ! (closed early)
(4) SPX Low Prob Condor  9.0% profit ! (closed early)
(5) SPX Weekly Jan02 Condor  3.0% profit ! (closed early)
(6) SPX Weekly Jan09 Condor  3.0% profit ! (closed early)
(7) SPX Weekly Jan15 Condor  0% profit (closed early at breakeven)
(8) SPX Weekly Jan23 Condor  3.0% profit ! (closed early)
(9) SPX Weekly Jan30 Condor  3.0% profit ! (closed early)
The pros at UncleBobsMoney can manage your Brokerage or IRA account.
The Managed Accounts are open for new investors.
Learn more about Managed Accounts
2014
December 2014
(1) SPX High Prob Condor  8.0% profit ! (expired profitably)
(2) RUT High Prob Condor  5.2% profit ! (expired profitably)
(3) SPY Calendar  25.0% profit ! (closed early)
(4) SPX Weekly Dec05 2014 Condor  4.0% profit ! (closed early)
(5) SPX Weekly Dec12 2014 Condor  4.5% profit ! (closed early)
(6) SPX Weekly Dec 2014 Condor  3.0% profit ! (closed early)
(7) SPX Weekly Dec31 2014 Condor  4.0% loss (adjusted, and expired)
November 2014
(1) SPX High Prob Condor  settlement loss (expired for a loss on the unusually high settlement value)
(2) SPX Weekly Nov07 Condor  12.0% loss (adjusted position expired)
(3) SPX Weekly Nov14 Condor  3.0% profit ! (closed early)
(4) SPX Weekly Nov21 2014 Condor  5.0% profit ! (closed early)
(5) SPX Weekly Nov28 2014 Condor  3.0% profit ! (closed early)
October 2014
(1) SPX High Prob Condor  6.0% profit ! (closed early)
(2) NDX High Prob Condor  5.36% profit ! (expired profitably)
(3) SPX Weekly Oct03 Condor  4.0% profit ! (closed early)
(4) SPX Weekly Oct10 Condor  3.0% profit ! (closed early)
(5) SPX Weekly Oct16 Condor  4.0% profit ! (closed early)
(6) SPX Weekly Oct24 Condor  4.0% profit ! (closed early)
(7) SPX Weekly Oct31 Condor  18.5% loss (adjusted, and then closed early when the SPX kept going up)
September 2014
(1) SPX High Prob Condor  0.10% loss [one tenth of one percent] (adjusted position expired profitably)
(2) RUT High Prob Condor  0.0% profit ! (closed early at cost)
(3) NDX High Prob Condor  0.84% profit ! (adjusted position expired profitably)
(4) SPX Weekly Sept05 Condor  4.0% profit ! (closed early)
(5) SPX Weekly Sept12 Condor  4.0% profit ! (closed early)
(6) SPX Weekly Sept18 Condor  4.0% profit ! (closed early)
(7) SPX Weekly Sept26 Condor  6.0% loss (adjusted position expired)
August 2014
(1) RUT High Prob Condor  4.6% profit ! (expired profitably)
(2) NDX High Prob Condor  2.96% profit ! (expired profitably)
July 2014
(The Market made a massive push up into the new high points for a few weeks straight. This was a rare market event, and we closed all positions at the adjustment point.)
(1) SPX High Prob Condor  9.0% loss (SPX went up too fast, and we closed at the adjustment point.)
(2) RUT High Prob Condor  8.5% loss (RUT went up too fast, and we closed at the adjustment point.)
(3) RUT High Prob Condor  0.3% profit ! (closed early)
June 2014
(1) SPX High Prob Condor  11.0% loss (SPX went up too fast, and we closed at the adjustment point.)
(2) RUT High Prob Condor  7.3% loss (RUT went up too fast, and we closed at the adjustment point.)
(3) SPX Weekly June6 Condor  24.0% loss (SPX went up too fast, and we closed at the adjustment point.)
(4) SPX Weekly June13 Condor  19.0% loss (SPX went up too fast, and we closed at the adjustment point.)
May 2014
(1) RUT High Prob Condor  4.6% profit ! (expired profitably)
(2) SPX High Prob Condor  4.5% profit ! (expired profitably)
(3) SPX Weekly May15 Condor  10.0% profit ! (expired profitably)
(4) SPX Weekly May23 Condor  5.0% profit ! (closed early)
(5) SPX Weekly May30 Condor  4.0% loss (rolled to June6, then closed for a small loss)
April 2014
(1) SPX High Prob Condor  5.5% profit ! (expired profitably)
(2) RUT High Prob Condor  5.6% profit ! (closed early)
March 2014
(1) SPX Low Prob Condor  4.0% profit ! (closed early)
(2) RUT Low Prob Condor  12.8% profit ! (expired profitably)
(3) NDX High Prob Call Condor  2.4% profit ! (adjusted, then expired profitably)
(4) RUT High Prob Call Condor  13.5% loss (SPX went up too far, too fast  hit our adjustment point, we exited.)
(5) SPX High Prob Call Condor  14.0% loss (SPX went up too far, too fast  hit our adjustment point, we exited.)
February 2014
(1) SPX High Prob Call Condor  5.5% profit ! (closed early)
(2) RUT High Prob Call Condor  4.1% profit ! (closed early)
(3) NDX High Prob Call Condor  5.96% profit ! (closed early)
January 2014
(1) SPX High Prob Call Condor  6.5% profit ! (expired profitably)
(2) RUT High Prob Call Condor  4.2% profit ! (expired profitably)
2013
December 2013
(1) SPX High Prob Call Condor  6.0% profit ! (expired profitably)
(2) RUT High Prob Call Condor  6.3% profit ! (expired profitably)
November 2013
(1) RUT High Prob Call Condor  5.2% profit ! (closed early)
(2) NDX High Prob Call Condor  3.0% loss (This position was adjusted, and then expired.)
October 2013
(1) NDX High Prob Call Condor  28.92% loss (expired)
September 2013
(1) NDX High Prob Call Condor  4.04% profit ! (closed early)
(2) GOOG Iron Condor  Closed early at break even, 0% profit.
(3) RUT Iron Condor  1.5% profit ! (closed early)
(4) IWM Calendar Spread  $29.00 loss (closed by conditional order trigger point)
(5) NDX High Prob Call Condor  4.64% profit ! (expired profitably)
August 2013
(1) NDX High Prob Put Condor  4.12% profit !
(2) NDX High Prob Call Condor  Closed early, 44.92% loss. (We traded this position very aggressively. We rolled twice, and closed when the NDX hit our adjustment point the 3rd time.)
(3) RUT High Prob Iron Condor  Closed early, 9.1% loss. (We traded this spread very conservatively, and the RUT quickly jumped up to our adjustment point.)
(4) RUT Low Prob Call Condor  5.3% profit !
July 2013
(1) NDX High Prob Call Condor  4.36% profit !
(2) RUT High Prob Call Condor  6.0% profit !
June 2013
(1) SPX High Prob Call Condor  1.0% profit ! (this was a rolled position, and we were able to make a profit)
(2) NDX High Prob Call Condor  5.64% profit ! (this was a rolled position, and we were able to make a profit)
May 2013
(1) SPX High Prob Call Condor   20.5% loss
(2) NDX High Prob Call Condor  9% loss for those that exited early. ( 140% loss for those that made very aggressive rolls to try to save the position)
April 2013
(1) NDX High Prob Iron Condor  11.56% profit !
(2) SPX High Prob Call Condor   5.0% loss
We played this position conservatively, and exited when the SPX reached our early adjustment point with a 4.0% loss. We then rolled up the position, and had to exit 6 days before expiration with a 1.0% loss.
(3) GOOG Calendar Spread  5.2% profit !
closed position, this was an optional trade and the profit is not included in the total above
(4) RUT Low Prob Condor  11.2% profit !
March 2013
(1) SPX High Prob Iron Condor  6.5% profit !
We rolled the Call spread up to give this position more room.
(2) NDX High Prob Iron Condor  8.2% profit !
(3) RUT Low Prob Call Spread  10.8% profit !
closed position, this was an optional trade and the profit is not included in the total above
(4) IWM Calendar Spread  26.0% profit !
closed position, this was an optional trade and the profit is not included in the total above
February 2013
(1) SPX High Prob CALL Condor  3.0% loss
We closed the February spread, and rolled it up to March
(2) RUT High Prob CALL Condor  6.75% loss
We first adjusted the February spread, then closed the February spread, and rolled it up to March
(3) GOOG Calendar Spread  56.8% profit !
closed position, this was an optional trade and the profit is not included in the total above
(4) NDX High Prob Iron Condor  14.2% profit !
closed position, this was an optional trade and the profit is not included in the total above
January 2013
(1) SPX High Prob CALL Condor  1.5% profit
(2) RUT High Prob CALL Condor  3.1% profit
2012 Return **Started March 2012**  43.0% profit
December 2012  6.5% Profit
(1) SPX High Prob Iron Condor  9.5% profit
(2) RUT High Prob Iron Condor  5.4% profit
(3) NDX High Prob PUT Condor  4.6% profit
November 2012  3.98% Profit
(1) RUT High Prob CALL Condor  2.4% profit
(2) NDX High Prob CALL Condor  5.56% profit
October 2012  5.09% Profit
(1) RUT High Prob CALL Condor  4.1% profit
(2) NDX High Prob CALL Condor  6.08% profit
September 2012  5.28% Profit
NDX High Prob CALL Condor  5.28% profit
August 2012  2.1% Profit
RUT High Prob CALL Condor  2.1% profit
July 2012  0.25% Profit
RUT High Prob Iron Condor  0.25% profit
June 2012  5.94% Profit
NDX High Prob Iron Condor  5.94% profit
May 2012  3.06% Profit
(1) NDX High Prob CALL Condor  5.12% profit
(2) NDX Calendar  2.07% profit
April 2012  5.0% Profit
RUT High Prob CALL Condor  5.0% profit
March 2012  5.8% Profit
RUT High Prob CALL Condor  5.8% profit
The Active Portfolio started March 2012
Have a Question? Comment? Suggestion?
