Iron Condor Pinnacle Service 2006 to Present
All trades are documented and verifiable as we send each trade to four separate brokers for the autotrade program. All results shown below include commissions. |
|
Returns shown below for 2013 and beyond are actual, realized, end-of-month returns for both self-managed and autotrade accounts, which include commissions of 70 cents per contract + $5 per leg ticket charge, and average fill prices. For the autotrade accounts 20% of the cash is allocated to each position where a maximum of 5 positions (iron condors) are open at any one time. The returns also take into account idle cash (cash not invested during the month) and reserve cash that represents 30% of the amount being traded. All trades are documented and verifiable as we send each trade to four brokers for the autotrade program. For Pinnacle 10% of the cash is allocated to each trade and typically 30% of the cash is allocated to trades leaving 70% of the cash available for adjustments. For Classic, the strategy finished off 2018 with a minus 35%, caused by high market volatility. Pinnacle was engineered to handle the volatility coming out of Washington DC. Pinnacle was put on hold and not traded during 2022 due to high volatility. Returns shown for 2012 and earlier represent actual, realized self-managed results that do not take into account reserve cash or idle cash. |
2023 Returns – Pinnacle |
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Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
5.4%
|
3.0%
|
6.6% | 3.2% | 6.5% |
7.5%
|
2.2%
|
6.0% | 5.4% |
-13.4%
|
-6.6%
|
-4.2%
|
21.5% Simple Including Commissions |
||||||||||||||||||||
Starting w/ $10K autotrade |
$10,540
|
$10,856
|
$11,573
|
$11,943 | $12,719 |
$13,673
|
$13,974
|
$14,812
|
$15,611
|
$13,519
|
$12,682
|
$12,150
|
|||||||||||||||||||||
Comments | Note |
2021 Returns – Pinnacle |
|||||||||||||||||||||||||||||||||
Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
11.0%
|
-6.8%
|
-8.3% | -28.4% | 6.5% |
24.5%
|
-24.3%
|
-3.5% | -14.0% |
18.5%
|
-2.2%
|
4.7%
|
-31.2% Simple Including Commissions |
||||||||||||||||||||
Starting w/ $10K autotrade |
$11,103
|
$10,354
|
$9,494
|
$6,800 | $7,244 |
$9,018
|
$6,827
|
$6,588
|
$5,666
|
$6,714
|
$6,566
|
$6,874
|
|||||||||||||||||||||
Comments | Note | Note |
2020 Returns – Pinnacle |
|||||||||||||||||||||||||||||||||
Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
-2.9%
|
4.8%
|
-9.7%
|
-5.9%
|
5.9%
|
-1.3%
|
13.5%
|
8.6% | -8.8% |
3.8%
|
8.2%
|
18.0%
|
+34.6% Simple Including Commissions |
||||||||||||||||||||
Starting w/ $10K autotrade |
$9,710
|
$10,171
|
$9,181
|
$8,654
|
$9,154
|
$9,032
|
$10,247
|
$11,131
|
$10,150
|
$10,535
|
$11,400
|
$13,455
|
|||||||||||||||||||||
Comments | Note | Note | Note |
2019 Returns – Pinnacle |
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Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
no trade
|
1.1%
|
2.3%
|
4.6%
|
1.3%
|
5.5%
|
4.9%
|
4.1%
|
5.8%
|
5.3%
|
-2.7%
|
-0.7%
|
+35.6% Simple Including Commissions |
||||||||||||||||||||
Starting w/ $10K autotrade |
$10,000
|
$10,107
|
$10,335
|
$10,810
|
$10,950
|
$11,548
|
$12,112
|
$12,608
|
$13,334
|
$14,040
|
$13,655
|
$13,563
|
|||||||||||||||||||||
Comments | Note | Note | Note |
2018 Returns – Pinnacle |
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Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Autotrade Profit/Loss Including reserve & idle cash and Commissions |
|
|
|
|
3.5%
|
3.0%
|
2.7%
|
no trade
|
no trade
|
1.1%
|
2.6%
|
no trade
|
+13.6% Compounded Including Commissions | ||||||||||||||||||||
Starting w/ $10K autotrade |
|
|
|
|
$10,350
|
$10,660
|
$10,948
|
$10,948
|
$10,948
|
$11,068
|
$11,356
|
$11,356
|
|||||||||||||||||||||
Comments |
2017 Returns – Classic |
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Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Self-Managed Profit/Loss Including Commissions |
-2.1%
|
-2.9%
|
-6.8%
|
8.8%
|
12.3%
|
11.4%
|
28.0%
|
23.8%
|
10.1%
|
-26.7%
|
20.6%
|
-6.2%
|
|||||||||||||||||||||
Realized Autotrade Profit/Loss Including reserve & idle cash and Commissions |
-1.7%
|
-2.3%
|
-5.5%
|
6.9%
|
9.5%
|
8.9%
|
21.0%
|
18.0%
|
7.9%
|
-22.4%
|
15.7%
|
-5.0%
|
51.9% Compounded Including Commissions | ||||||||||||||||||||
Starting w/ $10K autotrade |
$9,789
|
$9,501
|
$8,854
|
$9,697
|
$10,619
|
$11,560
|
$13,987
|
$16,507
|
$17,807
|
$13,812
|
$15,981
|
$15,187
|
|||||||||||||||||||||
Starting w/ $50K autotrade |
$49,159
|
$48,005
|
$45,373
|
$48,485
|
$53,095
|
$57,803
|
$69,935
|
$82,535
|
$89,036
|
$69,060
|
$79,904
|
$75,935
|
|||||||||||||||||||||
Comments | Click here for info on the Jan & Feb returns | Click here for info on the Apr returns | Click here for info on the Oct returns |
2016 Returns – Classic |
|||||||||||||||||||||||||||||||||
Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Self-Managed Profit/Loss Including Commissions |
-5.7%
|
-1.7%
|
-5.2%
|
5.2%
|
3.7%
|
5.5%
|
1.0%
|
0.0%
|
2.2%
|
12.9%
|
8.3%
|
0.6%
|
|||||||||||||||||||||
Realized Autotrade Profit/Loss Including reserve & idle cash and Commissions |
-3.4%
|
-1.3%
|
-7.8%
|
4.6%
|
4.4%
|
5.1%
|
1.0%
|
0.0%
|
4.5%
|
7.8%
|
9.1%
|
0.9%
|
26.3% Compounded Including Commissions | ||||||||||||||||||||
Starting w/ $10K autotrade |
$9,660
|
$9,534
|
$8,790
|
$9,194
|
$9,599
|
$10,090
|
$10,190
|
$10,190
|
$10,648
|
$11,479
|
$12,524
|
$12,637
|
|||||||||||||||||||||
Starting w/ $50K autotrade |
$48,300
|
$47,670
|
$43,950
|
$45,970
|
$47,993
|
$50,450
|
$50,950
|
$50,950
|
$53,240
|
$57,393
|
$62,618
|
$63,184
|
|||||||||||||||||||||
Comments | Click here for more info on the performance of 2016 |
2015 Returns – Classic |
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Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Self-Managed Profit/Loss Including Commissions |
0.0%
|
9.0%
|
-17.9%
|
7.4%
|
8.6%
|
11.3%
|
7.3%
|
-19.4%
|
6.2%
|
-4.6%
|
6.1%
|
11.8%
|
20.3% Compounded Including Commissions | ||||||||||||||||||||
Realized Autotrade Profit/Loss Including reserve & idle cash and Commissions |
0.0%
|
5.5%
|
-9.3%
|
4.6%
|
3.9%
|
4.8%
|
2.2%
|
-10.2%
|
2.8%
|
-3.9%
|
2.7%
|
3.0%
|
4.4% Compounded Including Commissions | ||||||||||||||||||||
Starting w/ $10K autotrade |
$10,000
|
$10,550
|
$9,568
|
$10,008
|
$10,398
|
$10,897
|
$11,136
|
$10,000
|
$10,280
|
$9,879
|
$10,145
|
$10,449
|
|||||||||||||||||||||
Starting w/ $50K autotrade |
$50,000
|
$52,750
|
$47,844
|
$50,044
|
$51,995
|
$54,490
|
$55,688
|
$50,007
|
$51,407
|
$49,402
|
$50,735
|
$52,257
|
|||||||||||||||||||||
Comments |
2014 Returns | |||||||||||||||||||||||||||||||||
Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Self-Managed Profit/Loss Including Commissions |
5.3%
|
-13.9%
|
3.0%
|
0.7%
|
7.8%
|
5.3%
|
-12.3%
|
-3.3%
|
-2.9%
|
-7.2%
|
-3.8%
|
-2.7%
|
|||||||||||||||||||||
Realized Autotrade Profit/Loss Including reserve & idle cash and Commissions |
4.0%
|
-11.3%
|
2.8%
|
0.5%
|
5.7%
|
4.7%
|
-7.3%
|
-2.4%
|
-2.7%
|
-5.2%
|
-2.4%
|
-2.5%
|
-13.6% Compounded Including Commissions | ||||||||||||||||||||
Starting w/ $10K autotrade |
$10,400
|
$9,224
|
$9,482
|
$9,529
|
$10,072
|
$10,545
|
$9,775
|
$9,540
|
$9,282
|
$8,799
|
$8,587
|
$8,372
|
|||||||||||||||||||||
Starting w/ $50K autotrade |
$52,000
|
$46,124
|
$47,415
|
$47,652
|
$50,368
|
$52,735
|
$48,911
|
$47,737
|
$46,448
|
$44,032
|
$42,975
|
$41,943
|
|||||||||||||||||||||
Comments |
Click here for more info on the performance of 2014
|
2013 Returns | |||||||||||||||||||||||||||||||||
Month End
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Self-Managed Profit/Loss Including Commissions |
9.2%
|
8.6%
|
-1.8%
|
5.3%
|
-11.4%
|
6.4%
|
-5.7%
|
5.9%
|
-9.6%
|
9.0%
|
6.3%
|
6.1%
|
28.0% Compounded Including Commissions | ||||||||||||||||||||
Realized Autotrade Profit/Loss Including reserve & idle cash and Commissions |
5.3%
|
6.3%
|
-1.3%
|
3.7%
|
-8.1%
|
4.4%
|
-4.2%
|
4.3%
|
-7.1%
|
5.1%
|
3.7%
|
4.5%
|
16.3% Compounded Including Commissions | ||||||||||||||||||||
Starting w/ $10K autotrade |
$10,531
|
$11,191
|
$11,045
|
$11,455
|
$10,530
|
$10,994
|
$10,536
|
$10,986
|
$10,201
|
$10,721
|
$11,120
|
$11,625
|
|
||||||||||||||||||||
Starting w/ $50K autotrade |
$52,656
|
$55,957
|
$55,227
|
$57,277
|
$52,650
|
$54,968
|
$52,679
|
$54,931
|
$51,004
|
$53,606
|
$55,601
|
$58,126
|
|
||||||||||||||||||||
Comments |
2012 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
-1.0%
|
0.5%
|
6.5%
|
8.5%
|
-2.0%
|
7.5%
|
9.5%
|
4.5%
|
-2.0%
|
0.0%
|
4.5%
|
5.5%
|
42% Simple
|
||||||||||||||||||||
Starting With $10K |
$9,900
|
$9,950
|
$10,597
|
$11,498
|
$11,268 |
$12,113
|
$13,634
|
$14,247
|
$13,962
|
$13,962
|
$14,590
|
$15,392
|
54% Compounded
|
||||||||||||||||||||
Starting With $50K |
$49,500
|
$49,747
|
$52,981
|
$57,484
|
$56,334
|
$60,559
|
$68,164
|
$71,231
|
$69,806
|
$69,806
|
$72,948
|
$76,960
|
54% Compounded
|
||||||||||||||||||||
Comments |
2011 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
5.0%
|
7.0%
|
8.0%
|
7.5%
|
6.5%
|
5.5%
|
7.5%
|
-4.0%
|
-10.0%
|
0.5%
|
5.0%
|
9.0%
|
47% Simple
|
||||||||||||||||||||
Starting With $10K |
$10,500
|
$11,235
|
$12,133
|
$13,043
|
$13,891
|
$14,655
|
$15,754
|
$15,123
|
$13,610
|
$13,678
|
$14,362
|
$15,654
|
56% Compounded
|
||||||||||||||||||||
Starting With $50K |
$52,500
|
$56,175
|
$60,669
|
$65,219
|
$69,458
|
$73,278
|
$78,774
|
$75,623
|
$68,060
|
$68,400
|
$71,820
|
$78,283
|
56% Compounded
|
||||||||||||||||||||
Comments |
|
2010 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
5.5%
|
5%
|
-33%
|
0%
|
0%
|
9.5%
|
5.0%
|
7.5%
|
7.5%
|
9.5%
|
8.5%
|
9.5%
|
34% Simple
|
||||||||||||||||||||
Starting With $10K |
$10,550
|
$11,078
|
$7,422
|
$7,422
|
$7,422
|
$8,127
|
$8,533
|
$9,173
|
$9,861
|
$10,798
|
$11,716
|
$12,829
|
28% Compounded
|
||||||||||||||||||||
Starting With $50K |
$52,750
|
$55,388
|
$37,110
|
$37,110
|
$37,110
|
$40,635
|
$42,667
|
$45,867
|
$49,307
|
$53,991
|
$58,580
|
$64,145
|
28% Compounded
|
||||||||||||||||||||
Comments | Click here for more info about the loss in March and new tools and analysis that we put in place to better predict trending markets. |
|
|
2009 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
13.5%
|
6.5%
|
6.5%
|
5%
|
10%
|
14.5%
|
4.5%
|
9.0%
|
3.0%
|
6.0%
|
6.5%
|
7.0%
|
92% Simple
|
||||||||||||||||||||
Starting With $10K |
$11,350
|
$12,088
|
$12,873
|
$13,517
|
$14,869
|
$17,025
|
$17,791
|
$19,392
|
$19,974
|
$21,172
|
$22,548
|
$24,126
|
141% compounded
|
||||||||||||||||||||
Starting With $50K |
$56,750
|
$60,438
|
$64,367
|
$67,586
|
$74,344
|
$85,124
|
$88,954
|
$96,960
|
$99,869
|
$105,862
|
$112,742
|
$120,635
|
141% compounded
|
2008 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
-11%
|
13%
|
8.5%
|
10.5%
|
10%
|
9.5%
|
-10.5%
|
3.5%
|
11.5%
|
-35%
|
13%
|
15%
|
33% simple
|
||||||||||||||||||||
Starting With $10K |
$8,900
|
$10,057
|
$10,912
|
$12,058
|
$13,263
|
$14,523
|
$12,998
|
$13,453
|
$15,000
|
$9,750
|
$11,018
|
$12,670
|
26% compounded
|
||||||||||||||||||||
Starting With $50K |
$44,500
|
$50,285
|
$54,560
|
$60,288
|
$66,317
|
$72,617
|
$64,992
|
$67,267
|
$75,000
|
$48,752
|
$55,089
|
$63,353
|
26% compounded
|
||||||||||||||||||||
Comments | Click here for more info about the loss in October and the analysis that we now perform weekly |
2007 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
6.0%
|
8.0%
|
8.0%
|
4.0%
|
0%
|
8.5%
|
10.5%
|
-5.0%
|
9.5%
|
8.0%
|
7.5%
|
8.5%
|
63% Simple
|
||||||||||||||||||||
Starting With $10K |
$10,600
|
$11,448
|
$12,364
|
$12,858
|
$12,858
|
$13,951
|
$15,416
|
$14,645
|
$16,036
|
$17,319
|
$18,618
|
$20,200
|
102% compounded
|
||||||||||||||||||||
Starting With $50K |
$53,000
|
$57,240
|
$61,819
|
$64,292
|
$64,292
|
69,757
|
$77,081
|
$73,227
|
$80,184
|
$86,598
|
$93,093
|
$101,000
|
102% compounded
|
2006 Returns | |||||||||||||||||||||||||||||||||
Month
|
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
ROI
|
||||||||||||||||||||
Realized Profit/Loss Including Commissions |
6.0%
|
7.0%
|
12%
|
5.0%
|
3.0%
|
-7.0%
|
5.0%
|
7.0%
|
4.0%
|
7.0%
|
0%
|
5.0%
|
42% Simple
|
||||||||||||||||||||
Starting With $10K |
$10,600
|
$11,342
|
$12,703
|
$13,338
|
$13,738
|
$12,776
|
$13,415
|
$14,354
|
$14,928
|
$15,973
|
$15,973
|
$16,772
|
68% Compounded
|
||||||||||||||||||||
Starting With $50K |
$53,000
|
$56,710
|
$63,515
|
$66,691
|
$68,692
|
$63,883
|
$67,077
|
$71,773
|
$74,643
|
$79,868
|
$79,868
|
$83,862
|
68% Compounded
|