PortfolioEdge

Average Annual Return: Performance data available upon login.

Managed by Jason Goepfert, PortfolioEdge is a strategy aiming for positive returns, regardless of prevailing market conditions. It is inspired by Ray Dalio's All-Weather portfolio and diversifies assets across stocks (35%), bonds (35%), gold (5%), commodities (5%), and cash/other (20%) for a balanced risk and return profile. The investments primarily focus on U.S.-based ETFs or options, without the inclusion of leverage or short selling. While holding periods mainly last several months, they can range anywhere from a few weeks to multiple years.

Since 2016, PortfolioEdge has consistently posted updates on the site, offering transparency into its trading tactics. While its objective is to uncover potential trading opportunities, achieve modest gains, and mitigate substantial losses, subscribers are reminded that PortfolioEdge is for educational purposes. It does not offer direct investment advice. Though positions in the portfolio are refreshed bi-weekly, subscribers can opt to receive immediate notifications for significant modifications.
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Disclaimer:
  • All return figures on the site post-2016 aim for transparency and educational value. They are not audited and were primarily intended for Jason's personal reference.
  • Returns within Jason's personal portfolio might not align precisely with those displayed on the website.
  • We prioritize accuracy and transparency. It's essential to understand that prior data, especially before 2016, might not fully reflect the potential results a user could achieve based on the posted updates.
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50+ Analyst-Crafted, Ready-to-Act Market Trading Strategies

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SentimenTrader Smart Option Scanner

Act on High-Probability Short Put Opportunities Across Thousands of Contracts

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Expiration Comparison
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What You See in the Scanner

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Smart Option Scanner

Overview

The Smart Option Scanner is a specialized decision-support tool designed exclusively for Put Option Sellers. Powered by real-time Black-Scholes analytics, this module scans over 4,200 underlying assets—including S&P 500 components, major indices (e.g., SPX, NDX), and core ETFs—to identify premium Short Put opportunities. By anchoring calculations to standard market benchmarks (252 trading days per year), the scanner ensures traders can identify the balance between safety and yield.

Detailed Features & Value-Added Services

Targeted Probability Screening
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Dynamic Filtering & Sorting
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In-Depth Analytics & Transparency
  • Comprehensive Contract Details: An intuitive dropdown menu for each contract reveals deeper Greeks and metrics, including Implied Volatility (IV) and Delta.
  • Transparent Risk Logic: The dropdown also exposes the full calculation logic for Break Even points and Margin requirements, allowing you to clearly evaluate capital efficiency.
  • Industry-Standard Reliability: All predictive metrics (such as POP_est and CAGR %) utilize rigorous Black-Scholes modeling paired with real-time market data.
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