Hedge - IRA & Trading Account Requirements

Roth IRA ($92K)

Risk Appetite:

• Open to 3x leveraged ETFs (TQQQ, UPRO)
• Open to momentum UP and DOWN (inverse ETFs like SQQQ)
• Target: 20-30%/year aggressive growth

Options:

• Limited options allowed
• Covered calls: YES
• Cash-secured puts: YES
• Complex strategies: NO

Control: Guidance only (Henry executes)

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Trading Account ($3-20K, kept under $25K)

Automation Level:

• Phase 1: NO trades without explicit approval
• Phase 2+: Gradual automation over time
• Human-in-the-loop initially

Strategy Philosophy:

• FEW strategies, deeply analyzed and executed
• Quality over quantity
• NOT "more strategies = better"

Options Trading:

• YES - Henry already trades options daily
• Current problem: No solid strategy/system
• Goal: Systematic, strategy-based options trading

Key Insight: Henry has experience but wants DISCIPLINE and SYSTEM that Hedge provides. Not starting from zero - upgrading from intuition-based to strategy-based.

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Product Philosophy

Core value of Hedge:

1. Build strategies (configurable)
2. Backtest strategies (validate before risking capital)
3. Execute strategies (day in, day out - discipline)

Dont jump to strategy recommendations. Build the engine first.