The Strategy Matrix
Click on a node in the matrix to view its deep-dive analysis below. Notice how the highest ROI strategies also carry the highest risk of total capital loss.
The Wheel
The Slow Tank
Best Case Scenario
The stock slowly creeps upward. You collect premium every month indefinitely without ever being assigned. Pure passive income.
Worst Case Scenario (Bagholding)
You sell a Put, and the company suddenly goes bankrupt or drops 50%. You are legally forced to buy $10,000 worth of stock that is now only worth $5,000. Your cash is trapped.
Iron Condor
The Payout Skew
Best Case Scenario
The stock is incredibly boring and moves sideways for a month. You do absolutely nothing and keep 100% of the premium collected.
Worst Case Scenario (The Wipeout)
The stock unexpectedly spikes or crashes through your guardrails. Because you risked $400 to make $100, one max loss wipes out four previous wins. You lose 100% of the money you allocated to that specific trade.
Credit Spreads
The Directional Bet
Best Case Scenario
You guess the direction correctly. You bet the stock wouldn't drop, and it goes up instead. You keep the premium, and because it's only 1 side, the payout ratio is slightly better than a Condor.
Worst Case Scenario (Wrong Direction)
You bet the stock would go up, and it immediately crashes. Just like a condor, you hit your max loss floor and lose 100% of the collateral you put up for the trade.
The PMCC
The Leveraged Beast
Best Case Scenario
The stock goes up slightly. Your LEAPS option gains value, AND you keep collecting premium on your short calls. Because you used so little capital, your ROI is massive.
Worst Case Scenario (The Double Whammy)
The stock crashes significantly and stays down. Unlike the Wheel where you can wait years holding the stock, your LEAPS has an expiration date. When time runs out, your option expires, and you lose 100% of the $5,500 you paid for it.
The Golden Triangle of Trading
Every strategy lives inside this triangle. You can only pick two corners. You can never have all three.
PMCC: High ROI + Low Risk (Capital Amt) = Lower Probability
Condor: High Probability + High ROI = High Risk (Payout Skew)