Welcome to OptionMaximizer Club Portfolios
A unique product that leverages the flexibility and agility available to you as an individual investor. The strategy is focused on winning by not losing; i.e. matching or even under-performing the market during the upswings but significantly reducing the severity and duration of large drawdowns. The portfolios use a combination of stock and options strategies to match the prevailing market mood and economic environment. Portfolio sizes are kept lean and nimble for easy maneuverability aligned with your risk appetite. Result: Greater returns, less risk!
Portfolio Types
We offer several types of portfolios tailored for different investment objectives:
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1. TurboGrowth & TurboBlend: For growth oriented investors. Exceeds the returns of SPY, with a maximum drawdown (MDD) of 35% and an average annual income over 6%.
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2. TurboIncome: Ideal for income generation. Matches the returns of SPY, with a MDD of 30% and an average annual income over 6%.
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3. TurboSecure & TurboBond: For investors seeking income while preserving capital. Out-performs AGG with a MDD of 20% and an annual average income over 4%.
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4. IC_Plus: For investors seeking high income but can endure higher volatility. Out-performs AGG with a MDD of 30% and an annual average income over 20%. This strategy can be a 20% - 40% component in a portfolio consisting of ETFs.
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5. IC_Ultra: For investors seeking very high income but can endure higher volatility and frequent trading to manage the positions. Out-performs AGG with a MDD of 50% and an annual average income over 30%. This strategy can be a 20% - 40% component in a portfolio consisting of ETFs.
We invest in ETFs and Options (Indexes and ETFs) with price momentum created by institutional investors. These ETFs and Options have high volume, good liquidity, up cycles that span several months, and low momentum prediction errors. Options strategies and dividend paying ETFs generate income used for rebalancing. All portfolios provide good liquidity and full transparency.
All portfolios are powered by OptionMaximizer, our proprietary analysis engine, which drives the portfolios to maximum returns while minimizing drawdown based on the prevailing economic climate and market mood. Our strategies are periodically evaluated and refined to maintain their efficacy for the prevailing economic and market conditions.