Upside Options LLC is a trading advisory newsletter for the retail investor that offers 5 investment strategies. All of our strategies can be either self-managed or autotraded. When a strategy is autotraded, we do the trading for you in your standard cash or IRA brokerage account. Our strategies use a proprietary 4-level scanner comprising technical, fundamental and factor-based quantitative analysis, also known as quantamental analysis. Most of the strategies also open short hedge trades, which reduces portfolio volatility. For the bullish trades we buy the underlying stock of fundamentally strong companies that have moved into high probability bullish technical setups. For the bearish hedge trades we buy put options on fundamentally weak companies (or a broad index) that have moved into high probability bearish technical setups. To view the past performance of these strategies please go here.
1) Capital preservation is a top priority – We follow strict exit rules that allow the winners to run, but able to exit positions fast enough to lock in gains and preserve capital during periods of high volatility.
2) We maintain specialized options-based hedges in our portfolios at a very low cost, which reduces drawdown during market corrections.
3) Our portfolio managers are trained as traders, so we are nimble, fast moving and follow our entry and exit rules decisively.
4) We leverage sophisticated analysis that blends technical, fundamental and factor-based quantitative analysis, also known as quantamental analysis.
Sector Rotation identifies high probability, bullish trades on stocks that reside in the strongest industry sectors. The strategy’s foundation is based on how institutional money continuously rotates from sector to sector. Our algorithm continuously monitors and ranks 60 industry sectors, and then “follows the money” by identifying the strongest stocks within the strongest sectors.
Iron Condor Pinnacle is a non-directional, income generating, all-weather strategy that can generate positive monthly returns in upward trending, downward trending, or sideways and choppy markets. The strategy focuses on two week in duration credit spreads and iron condors using weekly options on the S&P500 index. Pinnacle is a conservative implementation that typically generates 2.5% to 5% return monthly, where capital preservation and safety are a top priority.
Contrarian identifies stocks that have been out of favor for 6 to 12 months and are starting to recover. The bullish trades are on companies with improving fundamentals and that have moved into high probability bullish technical setups.
Small & Mid Cap Growth focuses on stocks with a market cap between $250 million and $10 billion.
Large Cap Growth focuses on stocks with a market cap of $10 billion and greater.