Yield design, options structures, and a risk system you can execute
This is a structured portfolio consultation for traders and investors who want a repeatable framework, not random trade ideas. We focus on building a portfolio engine that targets consistent risk adjusted returns using defined risk structures, volatility premiums, and clear decision rules.
What we work on
1) Portfolio architecture
Objectives: growth, income, capital preservation, or hybrid
Core and satellite allocation
Correlation, concentration limits, and exposure mapping
Liquidity planning and event risk calendar
2) Yield design using options
Turning volatility risk premium into a systematic income layer
Term structure and skew: when to sell premium, when to step aside
Income overlays for index exposure
Cash management rules for premium selling strategies
3) Strategy structures and execution rules
We build defined risk structures tailored to your account size and temperament, such as:
Credit spreads and defined risk premium selling
Iron condors and range based income frameworks
Collars and hedged overlays for long exposure
Rolling, stop rules, profit taking rules, and adjustment playbooks
Position sizing using max loss and portfolio level risk caps
4) Risk system and guardrails
Maximum drawdown targets and fail safe rules
Volatility regime filters and risk on risk off triggers
Stress testing: gap risk, IV expansion, tail scenarios
Trade journaling templates and performance review metrics
What you receive
A personalized portfolio blueprint
A strategy playbook with entry, exit, sizing, and adjustment rules
A weekly checklist: what to monitor, what to avoid, what to execute
A written recap with action items and next steps
How it works
Step 1: Pre call intake
You share your current portfolio, constraints, goals, and recent trade history.
Step 2: Consultation session
We map exposures, identify weak points, and design a structure you can run consistently.
Step 3: Delivery and follow up
You get a written plan and optional follow up to refine execution and risk controls.
Who this is for
Traders who want systematic income and defined risk
Investors who want an options overlay without turning it into a full time job
Anyone who needs a clear risk framework before scaling size
