Forward Testing Track Record
Our Philosophy
SJ Options Method™ is founded on minimizing risk while maximizing both probabilities and returns. Over the years we’ve perfected our techniques to the highest degree. We are the preferred options course for risk-averse option traders, portfolio margin, SPAN and hedge funds.
SJ Options Method™ is founded on safety first. Our goal has always been to discover a way to invest without risking our trading capital. Although there will always be risks involved with investing, we’ve achieved something very special that we share with our clients. SJ Options has been teaching by example for nearly a decade already. Through our “Trade Idea” service, clients learn to model our success, by witnessing each trade and adjustment along the way. During our 4-Year forward testing of out-of-sample data, we’ve achieved a 99% win rate, with only 4 losses of 1.2%, 1.1%, .1% and 0%. SJ Options clients are taught to recognize a good trade as well as a bad one. Clients learn to embed profits and probabilities into each trade, beneficial hedges which are invisible to other traders. We make this possible through our education and OptionColors’ patent-pending trading tools. SJ Options also trains clients on higher order Greeks, which is essential for effective volatility trading. We are the pioneers who first introduced higher order Greeks to the options industry nearly a decade ago. We are proud to help option traders reach much higher levels than the industry standard. Schedule a personal demo now, and benefit from the SJ Options Method.
As of the start of 2020 we have completed 353 winners of 358 trades over a 6-year span during our forward test of out-of-sample data. What is the SJ Options Edge? A long time ago we discovered two things: 1 – Popular options strategies were not designed with safety in mind. 2 – Options trading tools were blinding traders to important information they needed in order to be successful. SJ Options has addressed the industry shortfalls. We redesigned trades to take advantage of safety, higher order Greeks, as they should do. SJ Options also launched a new company, OptionColors, Inc. to develop sophisticated trading tools, ones which help options traders profit over and over again from sophisticated analytics. If you are ready to propel your options trading to the highest level, we can show you how. Our trading methods, combined with OptionColors’ patent-pending trading tools, will change your approach to options trading forever.
2014 Trade Ideas for Retail Traders (34 for 34) 100% Win Rate
Product |
Closed |
Margin T |
Portfolio Margin |
Duration |
|
---|---|---|---|---|---|
RUT |
JAN |
2.2% |
-- |
33D |
|
SPX |
JAN |
6.6% |
-- |
42D |
|
SPX |
MAR |
2.5% |
-- |
105D |
|
SPX |
MAR |
23% |
-- |
4D |
|
RUT |
MAR |
7.6% |
-- |
43D |
|
SPX |
APR |
9% |
-- |
17D |
|
RUT |
APR |
23% |
-- |
141D |
|
SPX |
APR |
6.7% |
-- |
58D |
|
SPX |
APR |
10% |
-- |
20D |
|
SPX |
MAY |
13% |
-- |
20D |
|
SPX |
MAY |
13% |
-- |
49D |
|
SPX |
MAY |
7.8% |
-- |
17D |
|
SPX |
MAY |
4% |
-- |
22D |
|
SPX |
MAY |
.2% |
-- |
28D |
|
RUT |
MAY |
1% |
-- |
79D |
|
SPX |
JUN |
1% |
-- |
45D |
|
SPX |
JUN |
3.9% |
4% |
6D |
|
SPX |
JUL |
10.5% |
10.7% |
7D |
|
SPX |
JUL |
4% |
4% |
6D |
|
SPX |
JUL |
2.7% |
1% |
8D |
|
SPX |
JUL |
3.3% |
1.5% |
22D |
|
SPX |
AUG |
1.3% |
2.4% |
11D |
|
SPX |
SEP |
1.8% |
1.8% |
41D |
|
SPX |
SEP |
4.2% |
4.2% |
6D |
|
RUT |
SEP |
6.5% |
10.1% |
93D |
|
RUT |
OCT |
3.6% |
14.2% |
4D |
|
RUT |
OCT |
4.2% |
2.9% |
36D |
|
RUT |
OCT |
1.1% |
1.8% |
15D |
|
RUT |
NOV |
3.9% |
75.2% |
33D |
|
SPX |
DEC |
14.1% |
3.9% |
87D |
|
SPX |
DEC |
5.5% |
13.7% |
19D |
|
SPX |
DEC |
3.8% |
7.7% |
19D |
|
SPX |
DEC |
6.8% |
6.8% |
36D |
2015 Trade Ideas for Retail Traders (54 for 54) 100% Win Rate
Since 2014 we saw improved returns thanks to the Patent-Pending software designed by our founder, Morris Puma. We’ve picked out nothing but winners for our clients since we began using the new technology! His innovative tools are truly changing the game.
Booked 3% profit, but profit is still good. This trade though may make 6% I think by next week.”
Pretty wild, the open P & L showed up $800 at one point… almost 6.4% in a day.”
Thanks Morris, I was following this trade with real money. I made good money…”
Great follow along trade, up 10% on the same one as I layered in my last spread from the bottom.”
2016 Trade Ideas for Retail Traders (46 for 47) 98% Win Rate
Margin T (Standard) margin is calculated by the maximum risk of the trade. Any trades that involve naked positions simulate Margin T calculations using a proprietary formula. Customer Portfolio Margin (CPM) margins are calculated using the industry standard TIMS +/- 10% risk array provided by the OCC. Any CPM trades that state “Infinite” in the return column mean there was no risk within the TIMS model, so return could not be calculated. Both gains and losses for CPM accounts will be exaggerated due to higher leverage given on CPM accounts.
2017 Trade Ideas for Retail Traders (55 for 58) 95% Win Rate
Margin T (Standard) margin is calculated by the maximum risk of the trade. Any trades that involve naked positions simulate Margin T calculations using a proprietary formula. Customer Portfolio Margin (CPM) margins are calculated using the industry standard TIMS +/- 10% risk array provided by the OCC.
2018 Trade Ideas for Retail Traders (89 for 89) 100% Win Rate
Student Quotes
“OptionColors volatility trading software makes TOS look like amateur night.”
2018 Trade Ideas for Hedge Funds (14 for 14) 100% Win Rate
MONTH CLOSED |
PORTFOLIO MARGIN ROI |
DURATION IN DAYS |
|
---|---|---|---|
MAR |
221% |
6 |
|
APR |
86% |
3 |
|
MAY |
7% |
6 |
|
MAY |
15% |
22 |
|
MAY |
3% |
35 |
|
JUN |
41% |
6 |
|
JUN |
130% |
10 |
|
JUL |
9% |
10 |
|
JUL |
11% |
17 |
|
AUG |
4% |
7 |
|
OCT |
1.5% |
34 |
|
OCT |
9% |
6 |
|
OCT |
29% |
9 |
|
NOV |
22% |
34 |
In 2018 we started to test some additional strategies for money managers, and we are off to a great start. The returns are based on the +/- 10% TIMS risk model.
2019 Trade Ideas for Retail Traders (44 for 45) 98% Win Rate
MONTH CLOSED |
REG T |
PORTFOLIO MARGIN |
DURATION IN DAYS |
TRADE NO. |
|
---|---|---|---|---|---|
JAN |
1.6% |
41.7% |
11 |
1 |
|
JAN |
2.1% |
2.8% |
27 |
2 |
|
FEB |
2.3% |
5.7% |
8 |
3 |
|
FEB |
CPM |
3.8% |
2 |
4 |
|
FEB |
2.2% |
2.1% |
15 |
5 |
|
FEB |
.1% |
2.4% |
35 |
6 |
|
MAR |
CPM |
.3% |
157 |
7 |
|
APR |
2.9% |
3.3% |
24 |
8 |
|
APR |
2.1% |
6.3% |
21 |
9 |
|
APR |
2.1% |
2.8% |
47 |
10 |
|
MAY |
2.6% |
4.3% |
3 |
11 |
|
MAY |
1.8% |
15% |
50 |
12 |
|
MAY |
2.3% |
26% |
57 |
13 |
|
MAY |
1.2% |
4% |
156 |
14 |
|
MAY |
CPM |
20% |
58 |
15 |
|
JUN |
2% |
2% |
72 |
16 |
|
JUN |
1.3% |
2.4% |
30 |
17 |
|
JUN |
2.1% |
3.6% |
36 |
18 |
|
JUN |
2% |
2% |
128 |
19 |
|
JUL |
CPM |
4.5% |
52 |
20 |
|
JUL |
CPM |
4.4% |
60 |
21 |
|
JUL |
CPM |
261% |
7 |
22 |
|
JUL |
CPM |
28.7% |
1 |
23 |
|
JUL |
2.3% |
14% |
72 |
24 |
|
JUL |
1.5% |
17% |
55 |
25 |
|
JUL |
-.8% |
-.8% |
59 |
26 |
|
AUG |
CPM |
23% |
2 |
27 |
|
AUG |
CPM |
22% |
5 |
28 |
|
AUG |
CPM |
49% |
6 |
29 |
|
AUG |
.5% |
4% |
81 |
30 |
|
AUG |
2.6% |
10% |
3 |
31 |
|
AUG |
0% |
.1% |
241 |
32 |
|
AUG |
4.6% |
18% |
15 |
33 |
|
SEP |
CPM |
8.6% |
60 |
34 |
|
SEP |
0% |
0% |
70 |
35 |
|
SEP |
.1% |
.3% |
71 |
36 |
|
SEP |
CPM |
4.8% |
253 |
37 |
|
OCT |
CPM |
23% |
3 |
38 |
|
OCT |
2.6% |
16% |
69 |
39 |
|
NOV |
1.3% |
9% |
56 |
40 |
|
NOV |
0% |
2% |
238 |
41 |
|
DEC |
3.8% |
4.8% |
109 |
42 |
|
DEC |
4.1% |
133% |
37 |
43 |
|
DEC |
2.8% |
95% |
119 |
44 |
|
DEC |
.6% |
1.8% |
137 |
45 |
2019 started off with a market crash and then a bullish rebound. We’ve been playing is safe since there is a good change of a major market meltdown in the near future.
2019 Trade Ideas for Hedge Funds (19 for 19) 100% Win Rate
MONTH CLOSED |
PORTFOLIO MARGIN ROI |
DURATION IN DAYS |
Trade No. |
|
---|---|---|---|---|
JAN |
1.2% |
3 |
1 |
|
JAN |
70% |
4 |
2 |
|
FEB |
6% |
2 |
3 |
|
FEB |
13% |
6 |
4 |
|
MAR |
15% |
20 |
5 |
|
APR |
9% |
12 |
6 |
|
MAY |
9% |
6 |
7 |
|
JUL |
39% |
1 |
8 |
|
AUG |
12.5% |
3 |
9 |
|
AUG |
27% |
3 |
10 |
|
AUG |
21% |
3 |
11 |
|
SEP |
12% |
29 |
12 |
|
SEP |
0% |
262 |
13 |
|
OCT |
66% |
70 |
14 |
|
OCT |
28% |
3 |
15 |
|
OCT |
14% |
23 |
16 |
|
DEC |
9% |
1 |
17 |
|
DEC |
10% |
11 |
18 |
|
DEC |
14% |
3 |
19 |
In 2019 we continue our success with our advanced strategies that we use to train hedge funds on options trading. The returns are based on the +/- 10% TIMS risk model.
2020 Trade Ideas for Retail Traders (45 for 45) 100% Win Rate
MONTH CLOSED |
REG T |
PORTFOLIO MARGIN |
DURATION IN DAYS |
METHOD |
|
---|---|---|---|---|---|
JAN |
CPM |
8.5% |
16 |
CORE IV |
|
JAN |
3.6% |
52% |
73 |
CORE II |
|
FEB |
5% |
137% |
12 |
CORE II |
|
FEB |
CPM |
4% |
4 |
CORE IV |
|
FEB |
1% |
REG-T |
97 |
CORE III |
|
FEB |
0% |
REG-T |
68 |
CORE III |
|
FEB |
4.4% |
15% |
25 |
CORE II |
|
FEB |
3% |
89% |
2 |
CORE II |
|
FEB |
12% |
55% |
189 |
CORE II |
|
FEB |
6.5% |
311% |
57 |
CORE II |
|
FEB |
3.5% |
23% |
22 |
CORE III |
|
FEB |
6% |
447% |
2 |
CORE II |
|
MAR |
CPM |
35% |
41 |
CORE IV |
|
MAR |
CPM |
55% |
7 |
CORE IV |
|
MAR |
CPM |
26% |
7 |
CORE IV |
|
MAR |
CPM |
86% |
5 |
CORE IV |
|
MAR |
5.3% |
29% |
3 |
CORE II |
|
MAR |
6% |
63% |
64 |
CORE III |
|
MAR |
9% |
191% |
5 |
CORE II |
|
MAR |
CPM |
83% |
1 |
CORE IV |
|
MAR |
CPM |
126% |
1 |
CORE IV |
|
MAR |
8% |
142% |
5 |
CORE II |
|
MAR |
17% |
88% |
14 |
CORE III |
|
MAR |
9% |
106% |
9 |
CORE II |
|
MAR |
12% |
113% |
21 |
CORE III |
|
MAR |
0% |
0% |
164 |
CORE III |
|
MAR |
CPM |
88% |
4 |
CORE IV |
|
MAR |
CPM |
8% |
14 |
CORE IV |
|
MAR |
4.3% |
186% |
3 |
CORE II |
|
MAR |
2.5% |
81% |
2 |
CORE I |
|
MAR |
3% |
78% |
14 |
CORE II |
|
MAR |
2.3% |
56% |
18 |
CORE I |
|
APR |
4.5% |
15% |
7 |
CORE II |
|
APR |
CPM |
8% |
7 |
CORE IV |
|
APR |
5% |
177% |
10 |
CORE II |
|
APR |
1.2% |
23% |
13 |
CORE 1 |
|
MAY |
2.6% |
33% |
18 |
CORE III |
|
MAY |
3.8% |
82% |
9 |
CORE III |
|
MAY |
3% |
31% |
21 |
CORE III |
|
MAY |
9.3% |
154% |
7 |
EXPERIMENTAL |
|
MAY |
CPM |
87% |
12 |
EXPERIMENTAL |
|
MAY |
1.8% |
68% |
50 |
CORE III |
|
MAY |
3.4% |
56% |
28 |
CORE II |
|
MAY |
2.5% |
66% |
17 |
CORE III |
|
JUN |
3% |
20% |
36 |
CORE II |
|
JUN |
2% |
70% |
68 |
CORE II |
|
JUN |
2.7% |
75% |
11 |
CORE II |
|
JUN |
2.7% |
114% |
32 |
CORE III |
|
JUL |
5.5% |
126% |
61 |
EXPERIMENTAL |
|
AUG |
2.5% |
6.5% |
116D |
CORE II |
2020 Trade Ideas for Hedge Funds (33 for 33) 100% Win Rate
MONTH CLOSED |
PORTFOLIO MARGIN ROI |
DURATION IN DAYS |
METHOD |
|
---|---|---|---|---|
JAN |
37% |
23 |
CORE V |
|
JAN |
61% |
4 |
CORE V |
|
JAN |
62% |
8 |
CORE V |
|
FEB |
168% |
13 |
CORE V |
|
FEB |
95% |
4 |
CORE V |
|
FEB |
32% |
5 |
CORE V |
|
FEB |
106% |
4 |
CORE V |
|
FEB |
23% |
12 |
CORE V |
|
FEB |
40% |
19 |
CORE V |
|
FEB |
11% |
12 |
CORE V |
|
FEB |
261% |
2 |
CORE V |
|
MAR |
91% |
6 |
CORE V |
|
MAR |
137% |
5 |
CORE V |
|
MAR |
256% |
8 |
CORE V |
|
MAR |
232% |
1 |
CORE V |
|
MAR |
322% |
2 |
CORE V |
|
MAR |
309% |
7 |
CORE V |
|
MAR |
212% |
1 |
CORE V |
|
MAR |
362% |
2 |
CORE V |
|
MAR |
832% |
9 |
CORE V |
|
MAR |
196% |
1 |
CORE V |
|
MAR |
432% |
5 |
CORE V |
|
MAR |
115% |
5 |
CORE V |
|
MAR |
601% |
8 |
CORE V |
|
MAR |
824% |
11 |
CORE V |
|
APR |
142% |
9 |
CORE V |
|
APR |
70% |
6 |
CORE V |
|
MAY |
64% |
4 |
CORE V |
|
MAY |
10.7% |
9 |
CORE V |
|
MAY |
16% |
15 |
CORE V |
|
JUN |
15% |
34 |
CORE V |
|
JUN |
9.3% |
50 |
CORE V |
|
JUN |
21% |
49 |
CORE V |
|
JUL |
21% |
63 |
CORE V |
In 2020 we continue our success with our HFM (Hedge Fund Method) – now with more refined rules and numerous successful clients. We designed a way to profit with a full hedge to a market crash, which we demonstrated at the end of February. SPX fell off a cliff and our returns were amazing, just see the chart to the left.
The returns are based on the +/- 10% TIMS risk model using OptionColors software through simulated trades.
“Trade Ideas” are for educational purposes only and are not performed on a live account. Trades are not executed through a broker. Although paper accounts simulate real accounts, we do not make any guarantees that you will have the same results as the Trade Ideas service. Please see our Terms of Use for more details. Each trade is for educational purposes only, calculated from closing MID prices on paper account. Some trades are performed during the live market and some trades are performed after market close. Trades do not include commission costs. The Trade Ideas service is not meant to be followed in a real account. It is for educational and demonstrative purposes only. CPM stands for Customer Portfolio Margin. San Jose Options, Inc. and its affiliates are not financial advisors.