Yes, option contracts have an expiry date and will expire with no value not traded in advance. This additional risk is why we limit option contracts to 10% of the IES portfolio.

By integrating the steady performance of IES portfolios with the explosive returns of options, we’ve been able to create a product with very high upside while minimizing downside risk.

• OC utilizes short-term investing to keep premiums economical with exit strategies available.
• OC piggybacks off IES portfolios which are naturally great option candidates.
• OC swaps out a few IES stocks for great option alternatives to create an optimal option contract group.
• OC has strict option exit rules, avoids heavy pricing slides near expiry.

• No, option investing is not for the risk averse.
• In poor market conditions, our back testing showed that OC returns were often below those produced by the IES Personal Investing system.
• Since predicting future market conditions is near impossible, there is no guarantee that better market conditions will prevail and recover these reduced returns in poor markets.
• While we believe that the probability of substantially higher future OS returns will offset poor market reductions, no one can guarantee that result.