Return Calculator

Project Your Returns

Adjust the assumptions below to see projected annual returns for each portfolio. Defaults are illustrative — actual parameters depend on market conditions.

Total Portfolio Size$100,000

Suggested minimum: $100,000 (combined stocks + options)

Stock Allocation90%

Stocks: 90% ($90,000)Options: 10% ($10,000)

Default: 90% stocks / 10% options — adjust to match your risk preference

Stock Portfolio

90% • $90,000

Win Rate58%

Avg Win (R)1.5R

Avg Loss (R)1R

Trades / Year50

Risk / Trade0.5%

= $450 per trade

EV / Trade

+0.45R

EV / Trade ($)

$+202

Annual R

+22.50R

Projected Annual

$+10,125

+11.2% return on $90,000

Options Portfolio

10% • $10,000

Win Rate42%

Avg Win (R)3R

Avg Loss (R)1R

Trades / Year20

Risk / Trade3.0%

= $300 per trade

EV / Trade

+0.68R

EV / Trade ($)

$+204

Annual R

+13.60R

Projected Annual

$+4,080

+40.8% return on $10,000

Combined Projection

Stock Portfolio (90%)

$+10,125

Options Portfolio (10%)

$+4,080

Total Projected Annual

$+14,205

Cumulative Return by Trade

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Stock: 71%Options: 29%

Return on Total Portfolio

+14.2%

Based on $100,000 total (90/10 split)

These projections are illustrative and based on the assumptions you set above. Actual results will vary. Past performance is not indicative of future results. This is not investment advice.