2026-03-20 12:08:42

Here is exactly what returns to expect from this strategy I do.

Most people set expectations too high or too low. Here is the honest math.
Base portfolio target: ~10% per year.
Historical S&P 500 average. Some years 50%. Some years -50%. Zoom out.
Options layer target: ~15% per year on top.
Only when undervalued. Quality companies. Long duration. Ratios in check.
Combined total target: ~25% per year.
My actual 10 year CAGR: 25.89%. Beat S&P (15%) and Nasdaq (18%).
The critical warning.
If you go from $100 to $50 that is a 50% drop.
To get back to $100 from $50 you need a 100% gain.
Never get wiped out. Rule #1 always.
The math only works if you never have to start over.
Stay in the game.

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