All Strategies
Research-backed trading approaches with clear logic, entry/exit rules, and risk parameters.
Pension & Retirement
Pension / Retirement
Optimal Pension Strategy
Partial annuitization + layered low-volatility portfolio for a retiree with $400k and 20-year horizon. SPIA annuity floor, bond buffer, 60/40 growth engine, and JEPI income booster. Target $2,333/mo with blended ~0.8% monthly volatility.
Stocks & ETFs
ETF / Income
Steady Income Dividend ETF Portfolio
Balanced ETF portfolio targeting ~7% total returns through dividend income, covered-call premiums, and REIT diversification. Monthly income stream.
Stocks
EMA Crossover System
Trend-following using 50/200 EMA crossovers on daily charts. Clear entry, exit, and stop rules.
Crypto
Crypto
Bitcoin DCA with Volatility Scaling
Dynamic dollar-cost averaging that adjusts position size based on realized volatility regime.