Hope everyone had a wonderful and prosperous trading 2025!

I closed all my positions Friday through today except 2 to make taxes easier.

Great year trading, 28.4 total portfolio return (401k, IRAs, Roth etc. and I can’t trade most of these) and 71.2% returns for the 2 trading accounts. It was 69% last Friday but I just closed out some SPX rhinos today pushing it over 70%. 2024 was a bad trading year and ironically that was a 28.4% trading return and a little less, 24% for the entire portfolio.

All from trading about 6-7 strategies repeatedly. In order of profitable to least profitable:
1. BWB/Rhino trades on SPX, RUT, and ETFs
2. Double calendars/diagonals but converted to nested iron condor once profits develop. This creates an iron condor with no risk to both sides or if I have a directional bias I can skew it.
3. Asymmetric iron condors (debit spread imbedded in iron condor in specific ratios then hedged to upside or downside)
4. Combos (all of the above combined usually as recovery tactics)
5. Strangles on futures
6. Jade lizards/naked puts/skewed butterflies/skewed iron condors
7. Hedging other positions using futures such as /ES for an SPX position that needs adjusting

No 0 DTE trading unless I saw a really good opportunity. Maybe 8 times all year. And no stocks other than what is in the 401k.

Having almost everything hedged prevents the big losses I had in 2015 (Chinese Yuan devaluation), 2018 (SVXY implosion), and 2020 (Covid). In fact when the market drops quickly and dramatically I cash in winning lottery tickets. Often large enough gains to offset any losses on the IRAs/401K for total portfolio hedging.

With that said I am throwing this out there and no hard feelings if no one interested. I no longer trade professionally for Traders Reserve (these are tactics I could not share there as they were too complex for our subscribers) but would be willing to pass along some of these tactics as long as no one tries to benefit commercially from the information. I run my own money like a mini-hedge fund. Interested in a group webinar/discussion where we can all share ideas and tactics?

I also would consider a pooled asset account if anyone is interested in that? Would need help from someone who is an expert in taxes and how to structure that. I know Interactive Brokers has a family and friends account which allows up to 15 accounts controlled as one.

Anyone know how to set up a corporation that could then pool assets to help control taxes?

Open for discussion, I have Fridays off so those would be good days for collaboration.

May 2026 be AWESOME for everyone and everything, not just trading!!