These are real people who have given us the permission to show their real returns.

The vast majority of these are in ROTH IRAs which means they are tax free profits.

R/O = Roll over from a traditional brokerage account.

These are in date order. Results  may vary (as you can see) depending on your investment philosophy.

We don’t list Capital gains since they are merely a side effect. We don’t do Capital losses. Covered Calls can always guarantee a profit on stock price (capital gains).  This is why it is important to be patient. We can sell Covered calls forever.

R.L. ROTH

2014 – Total deposits since 2007: $10,897.39

2015 – Total deposits since 2007: $11,230.00

2016 – Total deposits: $1,571.00

Since Inception:

Options Income: $13,554.00

Dividend Income: $11,472.85

2014 only:

Options Income: $1,678.79

Dividend Income: $1,404.68

2015 only

Options Income: $3,549.00

2016 only

Options Income: $1,473.00

Dividend Income: $1,748.00

D.D. Roth

2014 – Total deposits since 2008: $1,569.56

2015 – Total deposits since 2008: $3,444.00

2016 – Total deposits: $0

Since Inception:

Options Income: $1,872.00

Dividend Income: $3,038.72

2014 Only

Options Income: $19.98

Dividend Income: $51.12

2015 Only

Options Income: $644.00

Dividend Income: $181.50

2016 Only

Options Income: $0

Dividend Income: $294.71

This is a good example of why you do not violate #2 of The 3 Laws of Wealth (don’t touch the principle).

S.A. Individual Account

04/25/2014 ACH Direct Deposit $4,000.00

03/24/2011 Funds Wired In $20,000.00

12/02/2010 ACH Direct Deposit $1,000.00

2014 Total Deposits since 2007: $25,056.06

2015 Total Deposits since 2007: $25,068.00

Since Inception:

Options Income: $15,569.55

Dividend Income: $5,696.17

2014 Only

Options Income: $3,471.55

Dividend Income: $944.74

2015 Only

Options Income: $4,987.00

Dividend Income: $875.00

2016 Only

Options Income: $541.82

Dividend Income: $630.63

This is an example of a very hands off, passive investor. Results are dependent on your investment philosophy.

C.A. Individual Account

11/14/2011 Referred by 4273 $100.00

04/21/2011 ACH Direct Deposit$12,000.00

2014 Total Deposits since 2007: $12,066.31

2015 Total Deposits since 2007: $12,180.00

Since Inception:

Options Income: $13,711.25

Dividend Income: $3,742.06

2014 Only

Options Income: $3,232.96

Dividend Income: $601.65

2015 Only

Options Income: $4,686.00

Dividend Income: $564.00

2016 Only

Options Income: $2,163.73

Dividend Income: $498.03

This account should have been on a D.R.I.P.

S. G. Roth

09/15/2014 2014 ACH Direct Deposit $500.00

07/17/2014 2014 ACH Direct Deposit $500.00

06/12/2014 2014 ACH Direct Deposit $1,200.00

05/12/2014 2014 ACH Direct Deposit $800.00

04/14/2014 2013 ACH Direct Deposit $199.60

04/04/2014 2013 ACH Direct Deposit $1,800.00

01/15/2014 2013 ACH Direct Deposit $500.00

11/26/2013 2013 ACH Direct Deposit $300.00

10/15/2013 2013 ACH Direct Deposit $300.00

09/11/2013 2013 ACH Direct Deposit $400.00

08/14/2013 2013 ACH Direct Deposit $1,000.00

07/18/2013 2013 ACH Direct Deposit $500.00

05/31/2013 2013 ACH Direct Deposit $200.00

05/17/2013 2013 ACH Direct Deposit $300.00

04/11/2013 2012 ACH Direct Deposit $1,200.00

03/25/2013 2012 ACH Direct Deposit $500.00

03/19/2013 2012 ACH Direct Deposit $500.00

03/04/2013 2012 ACH Direct Deposit $200.00

02/20/2013 2012 ACH Direct Deposit $100.00

12/31/2012 2012 ACH Direct Deposit $500.00

11/19/2012 2012 ACH Direct Deposit $200.00

07/20/2012 2012 ACH Direct Deposit $400.00

05/01/2012 2012 ACH Direct Deposit $1,000.00

02/24/2011 2010 ACH Direct Deposit $100.00

12/20/2010 2010 ACH Direct Deposit $120.00

06/28/2010 2010 ACH Direct Deposit $1,100.00

2014 Total deposits since 2007: $14,420.00

2015 Total deposits since 2007$15,427.00

2016 Total deposits: $4,386.97

Since Inception:

Options Income: $12,931.58

Dividend Income: $2,456.75

2014 Only

Options Income: $2,612.78

Dividend Income: $672.92

2015 Only

Options Income: $5,682.00

Dividend Income: $609.00

2016 Only

Options Income: $2,859.14

Dividend Income: $615.06

This member is following The 3 Laws of Wealth.

R. S. Roth

R/O = Roll over account.

04/09/2014 2013 Contribution: $6,500.00
04/02/2012 60-Day R/O Contribution $5,620.57

2014 Total Deposits since 2007: $12,122.05
2015
Total Deposits since 2007: $12,129.00

Since Inception:

Options Income: $16,996.00
Dividend Income: $3,435.00

2014 Only
Options Income: $5,390.03
Dividend Income: $1,175.95

2015 Only
Options Income: $7,327.00
Dividend Income: $1,151.00

2016 Only
Options Income: $799.98
Dividend Income: $1,245.38

This member has followed all trades faithfully.

R.L. Individual Account

Total deposits since 2007: $32,457.00

2015 Total Deposits since 2007: $32,457.00

Since Inception:

Options Income: $13,461.00

Dividend Income: $1,998.00

2014 Only

Options Income: $7,584.92

Dividend Income: $1,377.23

2015 Only

Options Income: $8,206.00

Dividend Income: $927.50

2016 Only – No activity, customer died

Options Income: $8,206.00

Dividend Income: $927.50

D.D. Individual Account

10/06/2014 ACH Direct Deposit: $150,000.00

2014 Total deposits since 2007: $150,000.00

2015 Total deposits since 2007: $150,000.00

Since Inception: – 2010

Options Income: $78,620.47

Dividend Income: $7,041.26

2014 Only

Options Income: $12,684.96

Dividend Income: $3.61

2015 Only

Options Income: $38,416.00

Dividend Income: $1,707.00

2016 Only

Options Income: $15,094.70

Dividend Income: $3,271.32

Tip-Don’t sell dividend paying stocks. We want the price per share to go down, not up. Do not panic and sell because a stock “dips”. This is the time to buy more, NOT sell.

 

 

 

Reserve Your Spot!