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The OptionsWest "equiFund" starts each year with a $100,000 balance and works to demonstrate the OptionsWest style covered call trading strategy. This strategy has a goal of compounding monthly returns to meet its objective of a 50% annual return on investment. This webpage is updated monthly to keep everyone apprised of the progress and status of the fund. See the monthly trades and numbers below.

2012 was a very challenging trading year. We ended the year at a 40.3% return, giving the equiFund an annual average of over 50% since its inception. Listed below is every trade we have made in this fund year-to-date. This strategy works!


The equiFund finished 2012 with a 40.3% annual return.


You will spend 4-5 hours per month managing your investments, that's it !



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