Thank you for your summary! To clarify: Trying to achieve your goal of 100k, one would also take a leveraged position or 4 times the 250 invested every time you announce a buy of 250? Thanks!
No, the $100K target is on the standard no-leverage trading account I have at Interactive Brokers. It is now 23 months old and well ahead of target. The leveraged account is a new project, and I have not set a target for it yet.
Ah thanks for the clarification. Is that a project you intend to also run with the community in parallel as an option you might mention at certain investments, or more for yourself?
The $ 100,000 target is the trading I do with the community. It is the demonstration account I report on with trade sizes and both opening and closing.
I will report the bets I take on the leverage account to the community, but I am still working out the details of the position size, so I will not be able to provide them in advance, as I do with trades on the demonstration account.
YTD, the portfolio is 24% and equirty return is 15%. Annualized return for the equity is 121%. Leverage is a new idea. I might start a US version once I have worked out all the details (only if it is a success), but as the main account is US-based, it seemed reasonable to start this trial with a UK-based one.
Thank you for your summary! To clarify: Trying to achieve your goal of 100k, one would also take a leveraged position or 4 times the 250 invested every time you announce a buy of 250? Thanks!
No, the $100K target is on the standard no-leverage trading account I have at Interactive Brokers. It is now 23 months old and well ahead of target. The leveraged account is a new project, and I have not set a target for it yet.
Ah thanks for the clarification. Is that a project you intend to also run with the community in parallel as an option you might mention at certain investments, or more for yourself?
The $ 100,000 target is the trading I do with the community. It is the demonstration account I report on with trade sizes and both opening and closing.
I will report the bets I take on the leverage account to the community, but I am still working out the details of the position size, so I will not be able to provide them in advance, as I do with trades on the demonstration account.
Many thanks!
TY
Impressive quarterly performance. Stephen what is the YTD to return and annualized return for the 2025 portfolio. TY
The UK Leveraged portfolio you talk about 4:1 one relative 2:1 for a regular margin account in the US.
YTD, the portfolio is 24% and equirty return is 15%. Annualized return for the equity is 121%. Leverage is a new idea. I might start a US version once I have worked out all the details (only if it is a success), but as the main account is US-based, it seemed reasonable to start this trial with a UK-based one.