📈Trading & Investments

Updated: 2026-02-19

Capital

$32K

Monthly Target

$1,000

To Do

2

Completed

3

💰 Capital Allocation

Tier 1 (Conservative)60% (~$19K)
Tier 2 (Moderate)30% (~$10K)
Tier 3 (Aggressive)10% (~$3K)

📊 Strategy: Wheel

Primary MethodSell cash-secured puts
If AssignedSell covered calls
Target Premium3-4% monthly
Max Positions3-4 stocks

👁️ Watchlist

GLD
Gold ETF • Good for wheel with current capital
Tier 2
TLT
20+ Year Treasury • Low volatility, steady premiums
Tier 1
AAPL
Apple • Familiar stock, liquid options
Tier 2
AMD
Advanced Micro Devices • Higher IV
Tier 3

⬜ To Do

○
Choose broker for US options trading
👤 Boss Setup Need US options access
○
Screen wheel candidates this week
🤖 Rook Research

✅ Completed

✓
Define capital allocation
👥 Both 2026-02-18
✓
Set income target ($1,000/month)
👤 Boss 2026-02-18
✓
Plan wheel strategy
👥 Both 2026-02-18