February and March 2023 are in the books and our HFEA strategy is set to improve. It is still mediocre despite our leveraged ETF rallying. But we have covered call options against our positions and now these calls are hurting that position now. But I believe, this is just a temporary setback and we will Continue reading →
Making 45% Annually Trading Options Against Dividend Growth Stocks
January 2023 HFEA strategy report
New Year’s first month is over, and the leveraged strategy (I still call it HFEA, although it no longer is the strategy) is slowly declining but outperforming SPX; see the charts below. I expect this strategy to perform better when the market improves. Initially, I dedicated $15,000 to this strategy. That represented approx 15% of Continue reading →
HFEA November 2022 strategy report
Another month is over, and as the market keeps improving, our HFEA strategy is improving three times faster. That is the beauty of this strategy of buying leveraged ETFs. Though I am no longer following the true HFEA strategy but just buying 3x leveraged ETF (SPXL), I still call it an HFEA strategy. Initially, I Continue reading →
HFEA October 2022 strategy report
When the market started rallying, our HFEA strategy started outperforming greatly. After months of struggle, I was pleased to see how this strategy worked to the upside. I hope, we are done with the bear market and start seeing a new bull soon. Initially, I dedicated $15,000 to this strategy. That represented approx. 15% of Continue reading →
HFEA September 2022 strategy report
The stock market is tanking, which takes a toll on our strategy. We are down again. But this time, the strategy only lost the previous gains, and we are on par with the stock market. I will keep adding to the position as the market goes lower. When we recover, the SPXL will recover faster, Continue reading →
HFEA August 2022 strategy report
With our HFEA portfolio in 100% of SPXL (a 3x leveraged bullish ETF), the selloff is especially damaging to the portfolio. After recent growth and outperforming the market, the portfolio turned down again – significantly. But I am OK with this development no matter how dramatic and gut-wrenching it may be. It still goes with Continue reading →
HFEA July 2022 strategy report
The HFEA strategy continued improving significantly in July. I continued accumulating SPXL at lows and eliminated TMF. Now my strategy will be to accumulate SPXL when the fund drops 25% below my cost basis and trim the gains when it goes 25% above my cost basis. I will save the proceeds for the declines and Continue reading →
HFEA June 2022 strategy report
The HFEA strategy improved significantly in June as I continued accumulating SPXL at lows and trimming TMF (at some point I plan on abandoning TMF completely. It didn’t protect my portfolio at all, so I plan on using SPXL only). Originally, I dedicated $15,000 to this strategy. That represented approx. 15% of our portfolio. If Continue reading →
HFEA May 2022 strategy report
The HFEA strategy continued underperforming significantly in May 2022. Our SPXL is down by -34.52% (thanks to options, the loss is only -30.63%), but the biggest surprise was a substantial loss on TMF holding that was supposed to protect our SPXL drawdown. It didn’t. The TMF is down by a stunning -57.92% (and since we Continue reading →
HFEA April 2022 strategy report
Our HFEA strategy got a severe beating in April as there was nowhere to hide. Stocks got beaten down as well as bonds. A TMF position that was supposed to protect the account got sold off terribly and we hold larger losses in TMF than in the SPXL. The only unit that held a bit Continue reading →
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