Max | Building Wealth With Options

📈 Building wealth with index investing and portfolio-secured options strategies | Posts are not financial advice

[Max | Building Wealth With Options @OptionsOptimaX]

I’ve found my investing end game. This journey didn’t come easy.

For years, I traded the Wheel Strategy and experimented with various options strategies. But when I took a step back and objectively reviewed my results, the reality was clear: despite all the effort, I wasn’t achieving market-beating returns. In many cases, I wasn’t even getting market return.

Earlier this year, I finally found the investing approach I’m committed to for the long term: Index Investing + Portfolio Secured Options.

Instead of trying to outperform through constant trading, I’ll let the market do the heavy lifting and use options only for high-conviction opportunities.

The core of my portfolio will now be invested in low-cost index ETFs/high conviction stocks to capture market returns. I’ll then use my portfolio as collateral to selectively deploy options trades only when the risk-reward is clearly in my favour.

This approach gives me a much higher probability of earning market returns while creating opportunities to outperform over the long run.

I’ve shared the full reflection, including the mentor who helped me make this breakthrough, in my latest Substack article.

To reflect this new direction, I’ll also be making a few changes:

• Closing down Wheel Strategist website. Going forward, all my articles will be published on Substack.
• Changing my X username from @WheelStrategist to @OptionsOptimaX to align with my Substack brand (unfortunately, @OptionsOptima was already taken!).
• Sharing my learnings, experiences, and progress as I continue refining this investing philosophy.

I’m genuinely excited for this next chapter.

Thank you to everyone who’s been following my journey!

https://t.co/lYkxatMwbs

[Max | Building Wealth With Options @OptionsOptimaX]

@MFT_Get_Funded 100%

[Max | Building Wealth With Options @OptionsOptimaX]

@WheelStratLab The company should have a strong moat, and trading at an attractive valuation. I mostly use EPS as the key metric.

[Max | Building Wealth With Options @OptionsOptimaX]

I used to love the Wheel Strategy. Every time my puts expired worthless, it felt like a win.

But eventually I realized something: a large portion of my capital was sitting in cash, waiting to secure those puts instead of compounding in the market.

Now I take a portfolio secured approach. My core portfolio stays invested in index ETFs, compounding over time, while I use it as collateral only when I see ultra-high-conviction options setups.

To me, that’s a far more efficient use of capital.

[Max | Building Wealth With Options @OptionsOptimaX]

@DanTee1984 That’s a great way too!

[Max | Building Wealth With Options @OptionsOptimaX]

A lot of people are afraid to invest when the market is at an all-time high, even when it comes to index funds.

Whenever I feel that fear creeping in, I ask myself one simple question:

“Do I believe this index will be higher 10 to 15 years from now?”

If the answer is yes, then today’s all-time high is unlikely to matter.

In fact, what feels “expensive” today will probably look cheap in hindsight.

As long as the fundamentals remain intact, today’s price becomes less important over time.

#invest #ETF #LongTermInvesting

[Max | Building Wealth With Options @OptionsOptimaX]

@ISITrading2717 Always learning!

[Max | Building Wealth With Options @OptionsOptimaX]

The market rebounded just as quickly as it fell.

To a smart investor, nothing meaningful changed over the past few days. The fundamentals of most businesses remained the same. What changed was investors’ emotions.

When prices fall, people panic sell. When prices recover, they chase.

The best defense against emotional investing is to zoom out and focus on the long-term fundamentals, not the short-term price action.

[Max | Building Wealth With Options @OptionsOptimaX]

@MFT_Get_Funded Absolutely! More action doesn’t necessarily lead to higher returns. More often than not, it’s the opposite.

[Max | Building Wealth With Options @OptionsOptimaX]

The more the market falls, the more excited I get.

These are the moments when quality index ETFs go on sale. While no one knows what happens in the short term, history shows that broad market indexes have recovered over the long run.

If you’re building your core index ETF portfolio, market pullbacks are opportunities, not something to fear.

[Max | Building Wealth With Options @OptionsOptimaX]

@AriaLikesStocks Of course! Red days always feel sucky, but they are great time to accumulate.

[Max | Building Wealth With Options @OptionsOptimaX]

@MsVeilMoney $QQQ and $TSM!

[Max | Building Wealth With Options @OptionsOptimaX]

@NoobTheta Time to accumulate!

[Max | Building Wealth With Options @OptionsOptimaX]

When the market is red for several days in a row, many investors panic. They convince themselves the bull market is over and sell, often locking in unnecessary losses.

But from a valuation perspective, a company’s intrinsic value doesn’t suddenly collapse in a few days. If anything, a falling price simply means you’re able to buy the same business at a cheaper valuation.

That’s why market pullbacks are often times to accumulate, not panic.

[Max | Building Wealth With Options @OptionsOptimaX]

@thrivingLephant Very true. Simply buying these and holding them for the long term can make someone very wealthy!

[Max | Building Wealth With Options @OptionsOptimaX]

One of my biggest investing regrets was not sticking to a simple buy-and-hold index ETF strategy from the start.

Even while experimenting with options, I should have let my core portfolio keep compounding and used only a small portion of my capital to test new strategies.

What’s your biggest investing regret?

[Max | Building Wealth With Options @OptionsOptimaX]

The hardest part of investing isn’t finding the right strategy, it’s mastering your emotions.

You can have an incredible strategy with a proven long-term edge, but if fear, greed, or impatience cause you to break your own rules, the strategy won’t save you.

Master your mind first. Your portfolio will follow.

[Max | Building Wealth With Options @OptionsOptimaX]

@optionscjp Agree! It’s not that $TSLA is a bad company, but I think there are many better opportunities to deploy capital for higher risk-adjusted returns.

[Max | Building Wealth With Options @OptionsOptimaX]

$GOOG recent pullback is making the stock look attractive again.

The quarterly results were solid, but the market seems concerned about rising capex.

I’m very bullish on Google Cloud, which grew 82% YoY!

[Max | Building Wealth With Options @OptionsOptimaX]

@MFT_Get_Funded Don’t chase the premiums!!