

🟢 WHEEL INCOME SLEEVE — FINAL SELECTIONS For those following along, I accepted assignment of GDX and sold a covered call, plus this week’s cash-secured puts, all expiring 10/9: $GDX - 88.5C $MRVL - 245P $AXTI - 75P $AAOI - 102P $INTC - 112P $NBIS - 220P $BE - 265P 💰 Net premium after commissions: $971.38 🔒 Total collateral: $110,678 📈 Basket annualized return: approximately 45.8% I’ll continue sharing the results for transparency and accountability. Educational purposes only ~ not financial advice.

🔄 WHEEL SCAN UPDATE — WHAT CHANGED? Compared with this morning’s preliminary scan: 🟢 AEHR, AXTI and BE became safer as their deltas fell and cushions widened ~ but their available premium declined sharply. 🟠 APLD, CRWD and ASTS now offer better return potential, but with less downside cushion and greater assignment risk. 🟢 SPCX became safer, although its annualized return declined. ⚠️ APLD showed the largest change and requires live-price verification. TE and UAMY still lack actionable bids. The final selections will balance return, assignment risk, liquidity and portfolio concentration ~ not simply choose the highest yield. Educational only ~ not financial advice.

Excited to see $DCAP launch. There’s still a lot to learn. Its website showed these holdings this morning: 45.18% $STRC, 4.96% $SATA, and 49.86% cash and cash equivalents, on a $250K portfolio. The expense ratio is listed at 0.095% I’m watching what exposure that cash supports and what the first weekly distribution looks like. Who else is following?

🔥 WHY STACK? 🧮THE MATH OF ONE DOLLAR 💲💵 Most ETFs make you choose... Have $10,000? Put $5K in one and... Put $5K in another… Now each only gets half your dollar. That’s NOT what $ISSB and $ISBG are doing!!!⁉️ They seek roughly 1.0 beta exposure to EACH side of the stack. 🤯 🇺🇸 $ISSB: U.S. Stocks + ₿ Bitcoin 🥇 $ISBG: Gold + ₿ Bitcoin So instead of asking… “How should I divide my dollar?” Stacking says: “Why should you have to chose... the questions should be; How much exposure can I make that dollar do?” 🤔 But wiat there's more... THEN they add an actively managed options and rebalancing strategy (sometimes multiple times a day ~ in essence always selling high & buying low) along with a strategy designed to generate regular weekly income. 💰 Follow @quantifyfunds as they post their adjustments and active management daily!!! The capital efficiency changes what one investment dollar can potentially accomplish. Thanks @DavidDziekanski Next, we start looking at whether the theory actually showed up in the numbers. 👀📊 ONE DOLLAR. TWO JOBS. THAT’S THE STACK. Targets aren’t guarantees. Derivatives and leverage increase risk.

🐪 HUMP DAY WHEEL CHECKUP 🛞 A quick midweek update on this week’s cash-secured puts: ✅ All 10 positions remain out of the money 💰 Net premium collected: $912.40 🔒 Cash securing the trades: $120,700 📈 Original 7-day annualized ROC: 39.4% Most positions have gained additional breathing room since entry. $GDX is the closest to its strike at 3.68% OTM, so that is the one I’m watching most closely. $SPCX remains 7.00% OTM, while every other position has a cushion of more than 11%. Current OTM cushions: $SPCX 7.00% $IREN 17.11% $INTC 17.42% $BE 12.77% $AXTI 20.37% $APLD 13.49% $GDX 3.68% 👀 $NBIS 14.50% $MRVL 14.59% $AAOI 11.59% No adjustments at this point ~ just monitoring the positions and letting time do its job. ⏳ This is my personal Wheel income sleeve, shared for transparency and education ~ not financial advice.

Just paid property taxes on my Rental properties in other states... its crazy how much different the rates and amounts are. Anywho... still blessed to have them and another stream of tax efficient income that ultimately will be a "step-up" inheritance for my kids!!! "... a good man leaves and inheritance for his children's, children." -- Proverbs 13;22

🔥 WHY STACK? One Dollar, Two Jobs 🧱⚡ What if the same investment dollar could do TWO jobs at once? 👀 That’s the idea & alpha with @quantifyfunds by @DavidDziekanski Quantify’s $ISSB & $ISBG. 🇺🇸 $ISSB → U.S. Stocks + ₿ Bitcoin ₿ $ISBG → Bitcoin + 🥇 Gold Here’s the skinny… These aren’t 50/50 portfolios. 🎯 They target roughly 1.0 beta to EACH asset class ~ while also running an options strategy designed to generate income. Think about that for a second. ONE DOLLAR. TWO JOBS. + AN INCOME ENGINE. 💰 That’s the power of INCOME STACKING. Over the next several posts, I’m going under the hood on these funds ~ how they do it, why I think the structure is interesting, where the risks are, and most importantly… 📊 Is it actually working? Full disclosure I have both of these funds since inception and DCA in each week Follow along while I dig in. ⛏️ Targets aren’t guarantees. Derivatives and leverage add risk. Do your own homework.

