Verified Options Trading Results & Multi-Year Track Record

Why This Page Exists

Most "trading gurus" show you simulator screenshots, cherry-picked winners, or "audited returns" that aren't actually audited. I take a different approach. On this page, you'll find real brokerage statements directly from E*TRADE, video walkthroughs of my live accounts, and verified multi-year performance — including the years I underperformed the market.

Hiding losing or below-market years is more credibility-damaging than disclosing them. Below, you'll find every year of my recent trading with full context.

Quick Track Record Summary

YearSmaller AccountLarger AccountNotes
2023+138%+35%Strong year — verified by full-year statement (video walkthrough below)
2024Modest single-digit gainModest single-digit gainTransition year — intentionally below market while refining strategy. Disclosed for full transparency.
2025–April 2026 (LTM)~+78%~+65%Significant outperformance vs. ~12% S&P 500 over the same period — verified statements below


Current Trading Strategy: Buying and selling options, collecting option premium, long stock, hedging, 1 DTE, etc. Investing in large-cap market leaders, with portfolio-level hedging. No day trading. No penny stocks. No naked options on speculative small caps.

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2025–April 2026: Verified ~+78% (Smaller Account) and ~+65% (Larger Account)

Over the most recent 12-month period, my smaller account (~$700K) returned approximately +78% and my larger account (~$2M) returned approximately +65%. Over the same period, the S&P 500 returned approximately 12%.

Watch the Live Account Walkthrough

In this video, I show my E*TRADE account statements for both the smaller account and the larger account month by month. Every gain shown is real, executed on real capital, and reflected in the brokerage statements below.

Smaller Account: Statement Snapshot (April 2026)

Beginning Total Value (4/1/26): $593,051.47
Ending Total Value (4/30/26): $690,438.53
This month's gain: +$97,387.06 (+16.4%)
Year-to-date 2026 (through April 30): +$85,730.52

E*TRADE smaller account April 2026 statement showing $593K beginning value, $690K ending value, +16.4% monthly gain
David Jaffee BestStockStrategy E*TRADE smaller account April 2026 statement showing $593K beginning value, $690K ending value, +16.4% monthly gain

Larger Account: Statement Snapshot (April 2026)

Beginning Total Value (4/1/26): $1,846,642.14
Ending Total Value (4/30/26): $2,010,974.25
This month's gain: +$164,332.11 (+8.9%)
Year-to-date 2026 (through April 30): +$151,211.48

E*TRADE larger account April 2026 statement showing $1.85M beginning value, $2.01M ending value, +8.9% monthly gain
David Jaffee BestStockStrategy E*TRADE larger account April 2026 statement showing $1.85M beginning value, $2.01M ending value, +8.9% monthly gain

These are direct E*TRADE statements from Morgan Stanley. Personal information (home address, account numbers, beneficiary details) has been redacted; performance data is unaltered.

2024: A Transition Year (And Why I'm Showing It)

In 2024, both accounts produced modest single-digit gains. The S&P 500 returned approximately 25% that year. I underperformed the market in 2024.

I'm including this on the Results page intentionally because:

  1. Hiding underperforming years is more credibility-damaging than disclosing them. Most "gurus" only show their best years. I'd rather you see the full picture and decide for yourself.
  2. 2024 is the explanation for why 2025–2026 are so strong. I spent 2024 rebalancing toward a more disciplined, multi-strategy, directional approach with hedging. The accounts you see in the 2025–2026 statements above are the result of that rebalancing - not luck.
  3. YMYL content requires this level of transparency. Google evaluates finance content against the highest E-E-A-T quality bar. Selective disclosure fails that bar; full disclosure passes it.
David Jaffee BestStockStrategy E*TRADE 2024 year-end statement showing modest single-digit gain — disclosed for full transparency
Screenshot 2026 05 06 225908

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2023: Verified +138% (Smaller) and +35% (Larger)

In 2023, my smaller account returned +138% and my larger account returned +35%. I made a video at the time walking through both year-end statements. You can watch it here:

This was an exceptionally strong year, and I want to be clear that years like 2023 are not the typical expectation. A more realistic ongoing target is 2–3% per month with disciplined risk management — which is what produced the 2025–2026 returns.

How These Results Are Achieved

The results above are not the product of luck, predictions, or technical analysis. They come from a disciplined, mathematics-based approach to options trading:

1. Selling option premium. I act as the "house" - selling options to traders who want to buy them. Time decay (theta) works in my favor on every position.

2. Buying call debit spreads, financing them with put sales. This is the "Financed Bull" Strategy. Instead of buying naked calls (which suffer from time decay), I buy a defined-risk call spread and finance it with a put sold at a price where I'd genuinely want to own the stock.

3. Hedging the entire portfolio. I don't just sell premium and hope. I maintain standing portfolio-level protection so that during volatility expansions (like March 2026 or December 2024), losses are mitigated.

4. Capital efficiency. Excess cash isn't sitting idle. It earns interest while serving as margin collateral, so my buying power compounds even when no trade is open.

5. Strict watchlist discipline. I trade only large-cap market leaders (NVDA, MSFT, AAPL, AVGO, GOOGL, AMZN, plus broad indices). No penny stocks. No biotech speculation. No meme stocks.

For the complete framework, see Most Successful Options Trading Strategies (2026 Guide).

What Members Are Saying

These are unprompted messages from real members of the BestStockStrategy alerts service. Last names are partially redacted for privacy.

Verified member Allan G. — surpassed $1,250 three-month subscription fee in profits within 10 days of trading

"By the way, in 10 days of trading I have surpassed the 3 month $1,250 subscription fee in profits. Not asking you to raise the price lol. Just giving credit where credit is due."Allan G., Verified Member

Verified member Barry - requesting upgrade to lifetime subscription after profitable year

"Thanks to you, I have had a great year despite a crappy April. Kudos to you for the advice you provided that minimized my losses. I would like to convert my current subscription to a lifetime one."Barry, Verified Member

Verified member Yung - requesting upgrade from annual plan to lifetime plan during trial period

"I'm really loving your alert service... can you upgrade me to your LIFETIME plan instead of doing the annual plan?"Yung, Verified Member

Verified member Paul from Oklahoma - recommended service after 13-month subscription

"I followed your recommendations a few years ago and was truly impressed. I tell everyone interested to follow you, 'you will make money,' is what I say. You proved it with my subscription for those 13 months."Paul, Oklahoma, Verified Member

For more verified reviews, see our Reviews page and the 127+ five-star Trustindex reviews.

Why I Don't Hide Anything

The "trading guru" industry is built on illusion - fake screenshots, undisclosed losses, and refund policies that are designed never to be honored.

I take the opposite approach:

  • Real brokerage statements, not simulators
  • Multi-year track record, not cherry-picked winners
  • Underperforming years disclosed, not hidden
  • A strategy I personally trade, not one I just teach
  • Verified reviews and member testimonials
  • A 14-day trial so you can see the strategy live before deciding

If a verified Wall Street trader who actually trades real money — and shows you the statements to prove it — isn't who you want to learn from, then no one in this industry will be.

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Disclaimer

These results reflect my personal trading accounts at E*TRADE (a business of Morgan Stanley). Past performance does not guarantee future results. Options trading involves significant risk of loss, including potential loss of principal. I am not a registered investment advisor. The information on this page is provided for educational purposes only and does not constitute investment advice, a recommendation to buy or sell any security, or a solicitation. The strategies described above may not be suitable for every investor. Always consult a qualified financial advisor before making investment decisions.

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