As the market is increasing, it is forming a V shape recovery. This pulls majority of the blue chip stocks ahead During bullish times, I tend to use a more aggressive monthly income option strategy to generate a higher option premium (which is what we did a few weeks back) So the stock now is above our target strikes During bearish times, we hold cash and avoid placing a trade.​​ This essentially allows us to catch up​ during bullish time and still achieve our goals while maintaining a good win rate.​ During bullish times, ​I would add onto long term positions as the market goes higher. However, when the market is going up very quickly, there are usually some profit takers the following week. This means you don't need to jump in immediately but wait for a slight pull back first before buying more.​ Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In April, I’m helping 10 people build a retirement cashflow strategy using options. The 2 strategies you will learn in Investing Accelerator: 1. Long-Term Investing with Options → Find discounted blue-chip stocks → Use options to multiply your profits 2. Monthly Passive Income Strategy → Generate monthly cashflow from your portfolio by selling options → Designed to generate cashflow for retirement If you are interested in learning more advanced investing strategies, you can schedule a free strategy call here to see if you are a good fit. Schedule a free call Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.

Despite JD Vance fails to secure a deal with Iran, US is now trying to close the Strait together with Iran (instead of opening it) - the market is going up. Here's the thing most investors don't understand Don't fight the market Even though I personally disagree with the Iran situation from being far from over, oil price spiking back up to $104+, this means my logical brain says the market should go down However, the momentum has already reached a bullish area and we are now in a V shape recovery ​(instead of my initial forecast W shape recovery) ​​This is where the "logical and analysis" investor diverges from rule based investing For rules based investing, we extract probabilities out of the market and trade when the market is in our favour. For example, the rules currently say we are in a bullish market The logic investor would analyze the entire macro environment (e.g. me analyzing the war) and conclude that we are still bearish Who should you follow? The rules should be followed. ​​​​​​​​​​​​​​​ While it is tempting for me to say that we should continue to short the market or hedge as the Iran conflict is not resolved, the market is govern by big money which already bought at the dip. So even if this correction is short lived, that's fine. I will follow the momentum of the market combine with my analysis.​ This allows me to stick with the market and be on the right side more often ​ Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In April, I’m helping 10 people build a retirement cashflow strategy using options. The 2 strategies you will learn in Investing Accelerator: 1. Long-Term Investing with Options → Find discounted blue-chip stocks → Use options to multiply your profits 2. Monthly Passive Income Strategy → Generate monthly cashflow from your portfolio by selling options → Designed to generate cashflow for retirement

In Investing Accelerator, we are starting a new monthly prize pool for top 10 most active members Congratulations to the following 10 people for being the most contributing members of the community: 1) @Rong Zhou 2) @Lindsay Talbot 3) @Rose B 4) @Velle SG 5) @Kevin Esmati 6) @Sukhwinder Dhanoa 7) @Monica Bernard 8) @Cris Bob 9) @Sharon Yuen 10) @Kim Huynh I (Michael) will contact you in the chat to provide you with the gifts. You will receive: 1 share of IBIT $39.00 USD To show proof of purchase, you must post in the community that you received the share. For next month April, the prizes will be: QLD - Recently QQQ has been correcting itself, this represents a good opportunity to use leveraged index funds to capture potential upsides Investing Accelerator Incentives: Get Richer by Helping Others Succeed 1. 🎁 Join Investing Accelerator for Free: Share the "How to Join Investing Accelerator for Free" guide with a friend. If they join, you both earn the referral fee. Learn More (https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free) 2. ⏱️ Speed & Success Bonus: Complete the program within 90 days and pay off the remaining balance to get 10% off the balance. 3. 📈 Trading Milestone Rewards: - First 30% Return from a Single Trade: Share your success in the community to receive a free stock. - 30% Portfolio Return in One Year: Achieve a 30% annual return to earn another free stock (once per year). 4. Student Referral Program: Refer a friend to join Investing Accelerator and you both earn $1,000 USD + a free stock each. Learn More (https://5mininvesting.com/free-case-study/)

If you have done trading long enough, you will find that it is very difficult. Even if you manage to contain your emotions against the market swings, I often find myself emotionally derailing from my strategy unless I have cold hard rules in place So one of the most important concept for actively managed portfolio is win rate. ​​​​​​​​When it comes to win rate, the easy metric to track is win rate for the year. For example - my win rate is around 70% per year. So every time I make a prediction, 70% is correct. No bad right? But there's more. Even though I conceptually understand my yearly win rate is 70% (across multiple years), that's not how it happens on a quarter to quarter basis (or even on a monthly basis) Instead, what I get is Q1 40% win rate, Q2 60% win rate, Q3 80% win rate, Q4 50% win rate So at times, I might feel like my system isn't working in Q1. And at times, I feel like my system is perfect (e.g. Q3 with 80% win rate) What's important - is that you have a method to keep the big picture win rate in mind such that you can compare yourself and see if you are still consistent (For example, tracking all the patterns you trade to make sure they still work) Another important thing is to track other metrics - like Sharpe ratio, average win vs loss, and overall profitability. ​​​With all these metrics, these are the tools that allow you to combat yourself when you get emotional (perhaps oil didn't spike in the direction you wanted) So annual win rate is one metric but remember it fluctuates between the days / weeks throughout the year - so you need to stay calm and carry on (and not jumping from system to system)​ Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In April, I’m helping 10 people build a retirement cashflow strategy using options. The 2 strategies you will learn in Investing Accelerator: 1. Long-Term Investing with Options

Trump gave Iran a Tuesday deadline to surrender Iran gave Trump a 10 point framework on everything they want (like a wishlist) Trump agreed to 2 week ceasefire Israel continue to bomb Iran Iran closed the strait again However, the oil price for now is still $97 which dropped significantly from $116 The market is still elevated where there's a lot of miscommunication and lack of coordination everywhere. As long as price maintains where we are on Wednesday, we will likely see this bull trend persist​ Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In April, I’m helping 20 people build a retirement cashflow strategy using options. The 2 strategies you will learn in Investing Accelerator: 1. Long-Term Investing with Options → Find discounted blue-chip stocks → Use options to multiply your profits 2. Monthly Passive Income Strategy → Generate monthly cashflow from your portfolio by selling options → Designed to generate cashflow for retirement If you are interested in learning more advanced investing strategies, you can schedule a free strategy call here to see if you are a good fit. Schedule a free call Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.