S&P ATA T221

Introduction
(2 minutes 7 seconds)

Click here to schedule an online review

1) Performance dates 8 January 2007 through 31 May 2017

Recommended Starting Balance $25,000.00
Cumulative Net Profit
$285,452.50
Maximum Drawdown
($12,457.00)
Best  Year 2015   +225.15% $56,287.50
Worst Year 2012  +3.60% $900.00
2007-2017 Average   +109.61% $27,403.44
2017   +48.26% $12,065.00

1.1) Performance overview
(2 minutes 25 seconds)

1.2) Monthly Performance January 2007 through May 2017

May 2017
Disclosure

2) Automated Trading Accounts (ATA’s) what they are and how they work
(3 minutes 56 seconds)

2.1) As our ATA Client you maintain control of

  • The market(s) you trade and when
  • The methodologies you trade and when
  • The level of leverage that suits your risk tolerance
  • The overall risk for your account

2.2) ATA Team responsibilities include 

  • Calculating entries, risk levels and profit objectives
  • Placing all orders and diligently overseeing executions, positions and balance
  • Monitoring total account risk to ensure it is within your defined guidelines
  • Ensuring everything is done correctly and assuming liability if it’s not
  • Answering all your questions on markets and methodologies

2.3) About this ATA

  • This ATA uses fully disclosed trading methodology
  • Trades with the trend long or short
  • Uses option collars that define risk on every trade and duration of every trading period
  • Trades in this ATA cannot be stopped out regardless of market volatility
  • The only way a position can be called away is at a profit
  • If the market stays the same this ATA doesn’t waste precious investment capital on purchasing excessive option time premium to define risk as it collects approximately as much option time premium on the covered writes (at the profit objectives) as it pays out on the hedges (that define maximum trade risk)
  • Option collars can be offset at any time locking in gains and/or modified to capture more of the move or, reversed to capture a trend reversal.
  • Mark-to-market positions and balance are available online at any time
  • Statements are emailed daily disclosing positions, liquidating value and any trading activity
  • Monthly statements summarize all activity and end of month balance
  • Liquidity for ATA accounts in portion or all is 2 to 48 hours in any major currency
  • AIM ATA’s afford you the opportunity to modify markets, units you trade and your overall account risk level at any time
  • S&P 500 contract information, charts and quotes
  • Additional S&P guides, reports and videos
  • Other markets we trade ATA’s on in North America and Europe
  • Contact us with your questions
  • Schedule an online review

3) Disclosure of Trading Methodology and Current Fundamentals
(17 minutes 39 seconds) (automated software is available to qualified clients)

Download and open S&P risk/reward spreadsheet

3.1) The S&P 500 T221 trades 5 trend following programs using “option collars” that define risk on every trade and for the duration of every trading period.

  • 2 short-term, trade duration 5 to 21 days
  • 2 medium-term, trade duration 22-45 days
  • 1 long-term, trade duration 46 to 90 days
  • Total margin requirements for this ATA are less than $12,500 USD or major currency equivalent per trading unit as all positions are fully hedged

3.2) Skip “Disclosure of Trading Methodology and Current Fundamentals” and go directly to the risk/reward spreadsheet and instructions.

4) Defining overall risk for your Automated Trading Account (ATA)
(5 minutes 40 seconds)

  • Should the account fall below your defined maintenance balance as of the settlement on any trading day our team will automatically liquidate all positions on or before the next settlement and report back to you.
  • If we fail to liquidate on or before the next settlement we would liable for any losses from that settlement forward
  • Trading Authorization is automatically revoked
  • Any new positions would be deemed unauthorized and transferred to the Asset Investment Management (AIM) error account immediately.

5) How Automated Trading Account incentive fees work
(4 minutes 19 seconds)

  • AIM Advisory & Risk Control Agreement
  • 0.00%  Front load
  • 0.00%  Management fee
  • 12.50% Of net new high profits quarterly
  • Net new highs (calculated after all brokerage, exchange and regulatory fees have been deducted including those on open positions)
  • Quarterly incentive fees have to be approved by the client prior to be deducted from the account

6) How balances are guaranteed plus or minus trading activity

Financial Safeguard Balance Sheet

7) Opening an Automated Trading Account (2 minutes 24 seconds)

8) Brokerage Firms & Account Opening Instructions

If you’d like to review this and/or other programs/markets please contact us or schedule an online review using this link, we’ll answer all your questions and provide supporting links for additional information and/or verification.

Regards,
Peter Knight Advisor
Contact



This is an aggressive, leveraged trading program that has a realistic risk factor of $12,500 per $25,000 trading unit, only risk capital should be invested in this or any managed futures or forex program.

Additional Disclosure

Published by

Peter Knight Advisor

Family Office, Advisor