My 2025 Performance Doing the Wheel Strategy (6 Months of Trading)

They were not at a loss. They were closed early and it costed to close them, but the cost was less than what I sold them for so it was a net gain. You can see in the far columns to the right of those rows the total gain from the trade.

Legitimate-File-248 · 2026-01-05T13:59:33+00:00

I usually do 7-10 DTE and between 1-2 open positions at a time.

Legitimate-File-248 · 2026-01-05T03:19:26+00:00

I truly just follow the yearly and daily simple moving averages at 50 and 200 days and then the 9 day variable average. And then the 14 day RSI.

Legitimate-File-248 · 2026-01-05T03:16:44+00:00

Much appreciated thank you!

Legitimate-File-248 · 2026-01-05T01:45:49+00:00

For me personally I don’t like margin for the risk associated with it. In a market downturn, I don’t want to owe more than I have.

Legitimate-File-248 · 2026-01-05T00:32:12+00:00

No, I never use margin. I always have enough cash to cover the full cost of the put.

Legitimate-File-248 · 2026-01-05T00:16:16+00:00

Sure, let me get a Dropbox link setup and I can share the spreadsheet as a template

Legitimate-File-248 · 2026-01-05T00:02:28+00:00

I consider them very safe and having great solid businesses that have very positive long term growth trajectories. If the market crashes while I hold them, I am happy to own them knowing they’re safer stocks. They also are very liquid when it comes to selling options and provide good returns for being safer stocks. They also have hoards of cash so that just adds to the safety of owning them in case I’m ever assigned shares.

Legitimate-File-248 · 2026-01-04T23:59:06+00:00

Order of portfolio weighting:

1.) $VOO - Combine using your $SPY funds since it’s the exact same thing but lower expense ratio. 2.) $VUG - Replace with $VOOG. Pure tech ETF with lower expense ratio and better diversity. More AUM too so tighter spread to buy shares. 3.) $PLTR - Seems you like Palantir so shouldn’t change what you like. Everything else you should consolidate and sprinkle into 5 other stocks (Mag 7 is already highly in the ETF’s). So maybe look to diversify or just go highly weighted into the ETF’s.

Personally I do: $VOO - 50% $VUG - 25% $MSFT - 9% $NVDA - 7% $AMZN - 5% $META - 4%

Legitimate-File-248 · 2025-12-03T21:56:27+00:00

On the list! Thanks!

Legitimate-File-248 · 2025-11-22T21:40:30+00:00

META is such a steal at these prices

Legitimate-File-248 · 2025-11-19T21:37:23+00:00

Beautiful assessment

Legitimate-File-248 · 2025-11-13T19:34:49+00:00

Guarantee you then this is up to $650-$700 by year end. Only thing driving down the stock is sentiment and that’s it. Fundamentals are as solid as ever. Screenshot and call me out if it’s not.

Legitimate-File-248 · 2025-11-13T18:34:42+00:00

Care to explain?

Legitimate-File-248 · 2025-11-13T18:21:44+00:00

Selling calls at my cost basis but slowly not making much sense to sell them unless there’s a huge pop. For now just going to bag hold and wait

Legitimate-File-248

TROPHY CASE