The GULLs of the Ball
Comparing GULL Strategies in MSFT, SPY, KO, and MCD.
Stop Choosing Between Growth and Protection
Automated options strategies that protect wealth and capture gains. No more timing the market.
The best part - zero cash outlay.
Sample Performance in S&P 500 Products
76%
Upside Participation
Assets appreciate while staying protected
55%
Daily Volatility
No more daily account gyrations
46%
Max Drawdown
Sleep better with less than half the worst case scenario
The above describes the performance of an index executing the AutoGULL strategy with on SPY from Jan 2018- Dec 2024. It does not include advisory fees, and assumes bid/ask slippage. Fees and execution experience may vary. The above is not intended to convey returns but describe the difference relative to a benchmark equity only strategy.
How Does AutoGULL Work?
1
Choose An Underlying
AutoGULL works for both ETFs and individual equities. Underlying selection is the most important part, which is why we prefer low fee diversified index ETFs.
2
Layer On Protection
AutoGULL splits up your zero cost protective options structures across multiple expiration cycles to minimize rebalance timing risk.
3
Monthly Optimization
Every month, AutoGULL adjusts based on market conditions, ensuring continuous, volatility aware coverage - all with the ease of buy and hold.
Frequently Asked Questions
What is the minimum investment?
The minimum investment is 300 shares of your chosen stock or ETF, plus a 5% cash buffer for efficient position management.
How often are positions adjusted?
Positions are automatically adjusted monthly to maintain optimal protection levels based on market conditions.
What stocks can I use with AutoGULL?
AutoGULL works with highly liquid ETFs and individual equities. Click here to see the current list of liquid options. Please inquire about other opportunities.
How is my downside protected?
We buy put spreads to buffer the downside and fund these by selling upside calls.
What does the protection cost?
Each options trade is structured as cost neutral. Fees for advisory are seperate and start at 0.75% per annum.
Which brokers are eligible?
Harvested Financial works with both Tradier Brokerage and Interactive Brokers. As an advisor we open new accounts for our clients.
Suggested Reading
La Tranche
How allocating your position across expirations smooths returns
A Basket of GULLs
Backtesting multiple indices together with the GULL strategy
Volatility Tweaks on the GULL
How to use implied volatility to adjust GULL parameters
The Bitcoin Buffers
Improving the outcomes of buffer ETFs with home grown strategies
Download Our Free Whitepaper
Learn how you can protect and participate with AutoGULL
- Detailed analysis of this unique options strategy
- Case studies and historical performance data
- Implementation overview and best practices
- Risk management framework and methodology
The whitepaper is intended for financial professionals. Data includes backtests and hypothetical performance which must be evaluated appropriately. It is neither financial advice nor designed to predict future performance or results.
You may schedule a call with an advisor here.