WRG July 2018 SI Track Record

Page 1

Stock Index Option Writing Strategy

Program Summary

July 2018

The Stock Index Option Writing Strategy writes call and put options on index futures (primarily on the S&P index but occasionally also on other indices). The strategy is designed to capture the decay of option premiums. The program sells deep out of the money options after unusual Stock Market movements. Option contracts are written at a sufficient distance, to allow, in most cases, for the options to expire worthless. Primarily uncovered or naked options are sold (although spreads are utilized at times). The advisor may also take outright positions in the underlying futures contract. The trading strategy is mostly discretionary. Both fundamental and technical analysis are incorporated into the trading decision. Monthly Performance (%) Net of Fees Year Jan Feb

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008

-7.03 2.45 -9.86 2.30 -1.37 0.77 3.79 2.11 1.24 2.06

-2.82 0.42 -3.71 4.38 2.48 0.50 3.75 2.37 1.10 1.89

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

-1.52 0.64 -0.31 1.61 2.04 0.56 0.68 0.69 0.85 0.46

0.26 2.23 1.56 1.74 -2.91 -0.41 4.05 2.05 0.63 1.89

2.61 -0.76 3.13 1.20 4.22 1.34 1.10 1.96 -6.73 1.75

0.85 2.38 3.46 2.48 0.71 -1.95 1.89 -3.06 3.16 2.01

3.53 2.57 -1.69 1.87 -3.59 2.60 -1.94 0.12 4.16 1.01

0.68 2.79 -7.37 5.09 2.62 5.81 -16.26 2.05 1.42

-0.21 0.79 2.96 1.00 0.20 -1.27 1.16 1.59 1.74

0.87 1.89 0.21 -2.24 1.73 2.04 8.02 2.14 1.85

-2.12 1.67 1.68 3.67 4.70 0.09 4.77 2.24 1.40 0.59

0.78 -0.44 -2.82 -3.14 2.86 2.25 3.93 1.94 0.88 2.80

Y-T-D -4.42 % 10.27 % -1.49 % 10.12 % 5.57 % 16.49 % 24.29 % 5.89 % 14.91 % 19.98 % 3.41 %

Past performance is not necessarily indicative of future results. Largest Monthly Drawdown

-16.26%

08/2011

Performance Statistics

Largest Peak to Valley Drawdown

-18.73%

05/2011 – 08/2011

Additional Information

Start Date

Nov 2008

AUM

Total Return Since Inception

163.81 %

Minimum Managed Account Size

$22.51 M

Compounded Annual Return

10.46 %

Liquidity

Daily

Best 24 Month Return

56.94 %

Average Margin / Equity

80%

Worst 24 Month Return

-2.45 %

$20,000

Roundturns / $ Million / Year

Winning Months

92

Management / Incentive Fees

Losing Months

25

Instruments Traded

6,000 0% - 4% / 15% - 35% ES, EW, EW1, EW2, EW4

Reward / Risk Ratios 3-Years

Cumulative

Sharpe Ratio

-0.14

0.97

Barclay Ratio

Sterling Ratio

0.01

0.01

Efficiency Index

3-Years

Cumulative

0.54

1.08

-0.06

0.99

TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. THERE IS UNLIMITED RISK OF LOSS IN SELLING OPTIONS. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. AN INVESTOR MUST READ AND UNDERSTAND THE CTAS CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. THERE ARE NO GUARANTEES OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY. A COMPLETE DISCUSSION OF FEES AND CHARGES ARE REPORTED IN THE CTA’S DISCLOSURE DOCUMENT. SPECIFICALLY, ONE SHOULD RECOGNIZE THAT AN IB MAY CHARGE A FRONT-END START UP FEE OF UP TO 6% OF THE INITIAL TRADING CONTRIBUTION. BE ADVISED THAT IBs CLEARING ADM INVESTOR SERVICES, INC. MAY CHARGE A MAXIMUM OF 3% FRONT-END FEE. PLEASE NOTE THAT THIS CHARGE IS NOT REFLECTED IN THE PERFORMANCE OF THE COMMODITY TRADING ADVISOR AND COULD HAVE A SIGNIFICANT IMPACT ON THE CUSTOMERS ABILITY TO ACHIEVE SIMILAR RETURNS.

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