The WhiteRock Master Portfolio

Individual Pricing:

$1188/year

Institutional Pricing:

Flat fee, please inquire for setup

This compounded sequential data is drawn from the table below, spreads are disclosed to clients real time.  Each cell contains data from the last transaction close with a prior month date, to the last transaction close with a current month date.  For Example: June cell data would include the last close with a date from May, through the last close with a date from June.  Since including open positions can allow manipulation of data, no open transactions are included.  
RISK STATEMENT: The trading of options, stocks, futures, commodities, index futures or any other securities has potential rewards, and it also has potential risks involved. Trading may not be suitable for all users of this Website.  Please see our Subscription Agreement for further terms of use.  Anyone wishing to invest should seek his or her own independent financial or professional advice. Past performance is not necessarily indicative of future results. There are risks associated with all investments and trading stocks and options.  Anyone wishing to invest should seek his or her own independent financial or professional advice. Past performance is not necessarily indicative of future results. There are risks associated with all investments and trading stocks and options.   No trading recommendations are being offered.  We are not financial advisers, not do we hold ourselves out as such.  We do not know the individual circumstance of subscribers, and do not tailor any advice for any individuals.  All information is for educational purposes only.  
    1. Managed Accounts via Global AutoTrading, or any registered financial adviser, can implement this model on account holder's behalf:

      http://www.global-autotrading.com - Registered Investment Adviser

    2. WhiteRock does not advise the appropriateness of an RIA, hedge fund, or broker
    3. WhiteRock is not compensated for transaction volume
    4. Table Beginning Value: $140,000
    5. Average allocation per SPX unit: 50%
    6. Maximum Open Position at once per unit: 5 calls spread, 5 put spread
    7. Minimum To Trade Complete Model: Individual/Institution $14,000/$140,000
    8. Sizing is compounded, no trading costs included. 
    9. Model transitions from Iron Condor to Iron Butterfly in Febrary 2017 
    10. You must consider these trades to be hypothetical since you did not execute them
    11. Results are gross of fees, and do not include commissions, taxes, and other fees/expenses


Trade Structure Information: 

  • All spreads
  • Positive theta
  • Positive vega at one standard deviation
Recent Model Educational Information:                
                     

 

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