Options Income
Dividend-oriented equity holdings enhanced with systematic covered call premium collection. Generates income while maintaining core equity exposure.
Diversification
80
Volatility Profile
Low-Moderate
Horizon
3+ years
Virtual Demo Track Record
Forward performance on our internal virtual $1,000 demo account since 7/16/2026. This is not customer capital and not your brokerage account.
Research-only portfolio — follow the $1,000 virtual demo account below. Paper and live trading are not available.
Account value
$1,058.43
As of Sep 21, 2026 UTC
Total return
Cumulative since activation
+5.84%
Today's return
Since midnight UTC
0.00%
Tracking days
63
Total Return History
Cumulative return since activation — the same metric as the Total Return card above. A rising line means recovery over time; it does not mean today's return is positive.
Hover a date for cumulative and that day's return. For today's move, see Today's Return in the summary.
Illustrative Reference Ranges
Live market backtest unavailable. Showing educational ranges only — not live performance or a forecast.
Research-only portfolio — failed walk-forward validation or structurally weak path robustness. Demo track record only; paper and live trading are not available.
Expected Return
-2–2%
annualized
Volatility
+21.7%–+23.7%
annualized
Net Sharpe
4.5
after paper fee + slippage
Max Drawdown
-2.7%
historical reference
Trading Logic
End-of-day signals only — no day trading. See full trading logic documentation.
Rebalance Schedule
Monthly (1st business day)
Drift > 5%
Min Holding
0 days
Before discretionary sells
Trend Filter
None
Buy-and-hold weights
Risk Alerts
Defensive regime
VIX spike, DD halt — any business day
AI Rationale
Dividend growers with 30-delta covered calls (30–45 DTE). Walk-forward failed validation: Sharpe 0.47, CAGR +5.0%, max DD −21.7%; MC block P5 Sharpe −0.71.
Bull Case
Call premium may supplement dividend yield in stable markets.
Bear Case
Failed walk-forward validation vs dividend-income baseline. Monte Carlo path fragile. Caps upside in rallies; −21.7% max drawdown in backtest.
Behavior During Downturns
Call premium partially offsets equity declines. May continue collecting income through moderate corrections.
Holdings
Template asset universe with weights optimized for maximum risk-adjusted return using historical excess returns vs T-bills.