S&P 500 ATA Performance 2007-2017 20180104 Revision

Opinion    20 Year Chart    5 Year Chart    1 Year Chart

1) Performance Summary 8 January 2007 through 31 December 2017

Account Minimum  $25,000.00
Cumulative Net Profit
Maximum Drawdown
Best  Year 2015   +225.15% $56,287.50
Worst Year 2012  +3.60% $900.00
2007-2017 Average   +112.73% $28,182.55
2017   +146.48% $36,620.50

2) Performance Explained

3) Monthly and Annual Performance



4) What We’re Trading & How

4.1) S&P contract information, specifications & valuation
4.2) How this program objectively identifies trends and trend reversals
4.3) How we generate trades, place orders & define risk
4.4) The vulnerability of the U.S. Stock Market at current levels
4.5) Additional S&P guides, reports and videos
4.6) S&P interactive risk/reward spreadsheet

5) Program Structure & How to Open An Account

5.1)  Automated Trading Accounts (ATA’s)  what they are and how they work
5.2)  How to define overall risk for your account
5.3)  The ATA fee structure and how it works
5.4)  Firms we trade through
5.5)  How balances are guaranteed plus or minus trading activity
5.6How to open an account

6) Resources

6.1) Exchanges we trade on
6.2) US derivatives markets we trade using this methodology
6.3) European derivatives we trade using this methodology
6.4) Stocks we trade using this methodology
6.5) More about the products and services we offer
6.6) The Learning Center

If you have questions send us a message or  schedule an online review  to speak with a broker who’ll  answer your questions and provide supporting links for additional information and/or verification.

Peter Knight Advisor




This program trades up to 5 contracts long or short with the trend up or down using option collars” to define risk on every trade and for the duration of every trading period.

  • 2 short-term  with 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 per trading unit are less than $12,500 USD or major currency equivalent as all positions are hedged.

4) Video reference links 

4.1) 35 year chart
4.2) 10 year chart 
4.3) Opinion
4.4) 1997 through 2011 
4.5) 2009 through 2018
4.6) 5 Year chart 
4.7) Opinion
4.8) S&P chart to set up a trade 
4.9) Opinion
4.10) Trade outcome


.8) 1983 through 1988
4.9) The 1987 stock market “crash”
4.9) September 1982 through October 1985
4.6) Opinion
4.7) September 1982 through November 1985

4.8) September 1982 through September 1987
4.9) Opinion 
4.10) Daily Chart October 1987 through January 1988
4.12) 1982-2017 S&P chart
4.13) S&P chart 2008 forward
4.14) Current opinion

6) S&P Trading Tools

6.1) S&P contract specifications, information & intro video
6.2) Current margin requirement
6.3) Opinion
6.4) 1 Year chart using daily price data
6.5) 5 Year chart using weekly price data
6.6) 20 Year chart using monthly price data
6.7) Analysis 1
6.8) Analysis 2
6.9) Ranges
6.10) CME Futures Quotes
6.11) CME Options Quotes
6.12) Barchart Options Quotes

7) Spreadsheet and instructions to track, duplicate trades, or generate your own.

  • S&P 500 Collar Spreadsheet
  • Set to open with Excel
  • Click OK
  • Enable editing
  • Enable content
  • Play the instructional video embedded in the top center of spreadsheet (some browsers and/or versions of excel do not allow this, if you have difficulties the spreadsheet instructions start at 9:35 in the video above)

2) Automated Trading Accounts, what they are and how they work 

2.1) As our ATA Client you maintain control of

  • The market(s) you trade and when
  • The methodologies you trade
  • 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 hasn’t wasted precious investment capital on purchasing option time premium as it’s collecting approximately as much  time premium on the covered writes at the profit objectives, as it’s paying out on the purchased options 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

8) Defining overall risk for your Automated Trading Account

  • 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.

9) How Automated Trading Account incentive fees work

  • 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

10) How to open an account


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Asset Investment Management

Family Office, Advisors