The first Top Dogs series focused on strategies tailored to larger accounts ($250k+), and now tastytrade is happy to introduce another Top Dog series...six episodes geared toward managing medium-sized accounts (~$50k).

The new Top Dogs series kicks off with an episode dedicated to enhancing the return of a “core portfolio” - a collection of positions in stocks or high-volume securities such as SPY, IWM, TLT, GLD, and EEM that are held longer-term. This is particularly helpful for assets in retirement accounts and IRAs where positions may be held for years.

In the first Top Dogs series, 243 simulated portfolios were created based on different weightings of those symbols and back-tested.  The average portfolio would have lost 2% over the 1-year time horizon that was tested, and is evidence that taking a laissez-faire attitude toward your core portfolio can produce less than ideal results. Being an active manager of your assets is key to the dough and tastytrade approach, and an important thing to keep in mind while watching the latest edition of Top Dogs.  

The new Top Dogs for smaller accounts compared sample portfolios with positions in SPY, IWM, QQQ, and TLT for IRA accounts with approximately $50k. The first portfolio was biased toward directionally-long positions in each underlying, and the second had short options layered into the strategy. Due to the nuances of each sample portfolio and associated explanations provided on the show, we encourage you to watch the entire kick-off episode for Top Dogs (smaller accounts) when your schedule allows.

Because this series is specifically focused on IRA accounts, it's important to note that trustees (not the SEC) of IRAs do limit the type of products and strategies that can be traded in retirement accounts. That means no naked calls, cash-secured naked puts only, and that longer duration options must cover shorter duration options.

As always, we hope you will follow up with any questions or feedback on this topic (or any other) at support@tastytrade.com.

We look forward to hearing from you!


Sage Anderson has an extensive background trading equity derivatives and managing volatility-based portfolios. He has traded hundreds of thousands of contracts across the spectrum of industries in the single-stock universe.