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PMCC Alpha

Growth Risk
Featured
MC validated

Poor Man's Covered Call on flagship scored assets. LEAPS long calls paired with short-dated OTM call sales for capital-efficient income and growth.

70
Diversification

Diversification

70

Volatility Profile

Low

Horizon

1–3 years

Live House Account

Forward performance on a virtual $1,000 autopilot account since 7/16/2026.

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Account value

$993.17

As of Aug 7, 2026 UTC

Total return

Cumulative since activation

-0.68%

Today's return

Since midnight UTC

-0.05%

Tracking days

23

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.

PMCC Alpha

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.

Expected Return

15–17%

annualized

Volatility

+1.5%–+3.5%

annualized

Sharpe Ratio

-5.48

risk-adjusted

Max Drawdown

-0.8%

historical reference

Trading Logic

End-of-day signals only — no day trading. See full trading logic documentation.

Rebalance Schedule

Weekly (Mondays)

Drift > 5%

Min Holding

21 days

Before discretionary sells

Trend Filter

MA250 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Optimizer-selected top-scored assets held via LEAPS calls (delta 0.75+, 9–12 month). Sells 30-delta short-dated calls against each LEAPS. Short premium reduces cost basis. MA250 trend filter.

Bull Case

Walk-forward validated: composite Sharpe 5.39, CAGR +17.7%, max DD −2.8%. Highest risk-adjusted returns in the options suite.

Bear Case

Most complex options strategy — two-leg management, assignment risk, wider LEAPS spreads. Short call caps upside on individual holdings.

Behavior During Downturns

Closes both legs when underlying < MA250. LEAPS max loss defined by net debit paid.

Holdings

Holdings selected from live Quant Lucid scores and weighted via max-Sharpe optimization (research model).

XLVXLV (pmcc)
8.48%
XOMXOM (pmcc)
6.03%
SCHDSCHD (pmcc)
5.89%
BRK-BBRK-B (pmcc)
5.31%
GOOGGOOG (pmcc)
5.09%
BACBAC (pmcc)
4.62%
VZVZ (pmcc)
4.44%
AAPLAAPL (pmcc)
3.56%
VYMVYM (pmcc)
2.93%
OO (pmcc)
2.53%
AMZNAMZN (pmcc)
2.35%
VV (pmcc)
1.64%
IYRIYR (pmcc)
1.4%
XLIXLI (pmcc)
1.26%
SPYSPY (pmcc)
1.24%
VOOVOO (pmcc)
1.24%
IVVIVV (pmcc)
0.81%
SHYiShares 1-3 Year Treasury (freed capital)
41.18%
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Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.