A diversified weekly options income cycle across the S&P 500 (XSP), Bitcoin (IBIT) and gold (GLD). Seeking to generate income through disciplined premium collection, supervised by Australian Investment Education.
Capital required
The minimum capital for Private Wealth Lite is AUD $110,000, which supports positions across all three underlyings.
Fees
No management or performance fees apply to this strategy. Standard brokerage applies to each trade — rates are set out in our Financial Services Guide.
Key risks
This strategy includes exposure to Bitcoin through IBIT, a spot Bitcoin ETF. Bitcoin is significantly more volatile than equities, and large, rapid price moves in either direction should be expected on that portion of the portfolio. Options income does not remove market risk across any of the three underlyings. Returns for Australian investors are also affected by movements in the AUD/USD exchange rate. All trading involves risk and capital is at risk.
Getting started
Supervised Strategies are available exclusively to members of Australian Investment Education's Cashflow on Demand program. Request the information pack for this strategy, then complete the Strategy Execution Agreement online. Once your account is set up and funded, trades are placed by the AIE trading desk under the strategy's written rules.