The Blueprint to Tom Sosnoff's Ideal Portfolio in 2025

[@hulaghalahg]

9:52 Product Mix 10:30 Product Diversification 14:54 Correlation 23:06 Duration 26:50 Volatility (Expected Move) 31:19 Capital Efficiency 32:21 Comparison of All Asset Classes 36:41 Using Leverage to Add Opportunity 39:38 Improving Your Basis 41:46 Improving POP 43:40 Portfolio Capital Allocation 44:10 Total Capital Used as a Percentage of Account Value 46:37 Percentage Allocation on a Per Trade and Per Underlying Basis 50:13 Using BPR as Measure of Risk 52:05 Understanding Your Portfolio’s POP 55:19 Building a Directional Case 56:00 Assessing Opportunity Based on Price Extreme and Volatility 57:14 Measuring Risk Through Beta Weighting 59:36 Understanding Limited Greeks 1:01:26 Product Indifference Regardless of Account Type or Net Liquidity

[@Ryan_Tinney]

You are a superstar, thank you.

[@bmak6700]

Thank you Tom for everything you are doing for retail traders….I can’t have enough of tastylive content

[@kiklocus4660]

tom is the man

[@mpoulter54]

What a guy...amazing accomplishments!

[@lizlemon9632]

Tom & his think tank= brilliant. Thank you.

[@cooloff2008]

One question Tom, one slide says 10% cash, means 90% BPR was used; later on another slide says Total capital used as percentage of account value max is 50% when vix 40+, does that mean need to keep at least 50% in cash? Thanks, love your videos, watched a lot ...

[@drjonesrn]

Thank you, Tom, for sharing this. You are a tremendously generous person. Your TED talk changed my life.

[@tsigiekumssa4018]

Thank you so much for sharing your knowledge and wisdom! God bless you and your family!

[@marinawong9662]

Can’t wait for the next session! Thank you Tom.

[@somanet5322]

Thank you Tom, wonderful and perhaps very timely video. So much important active trader information, definately a keeper to watch later. Wishing you all happy and healthy 2025.

[@drdontpassone8164]

guy doesnt get enough deserved pub. blows cnbc clowns away,

[@buffaloBean]

Merry Christmas y'all!

[@claytongidney]

What is Net Lick (11:23)?

[@midgetick]

Net Liq is how much your portfolio is worth in cash if you closed out your positions and sold your stock at current market value.

[@dougpengelly6840]

Net liquidity: total value of your portfolio if you were to close it out right now.

[@CoachDaisha]

Good stuff! The more I hear the same info, the more it sinks in!

[@marwinsteiner5817]

Great to see Tom, you're the man! Love to see it!

[@charlesbrenneman4150]

You rock, Tom! Thanks so much for all you have done! I know 75% of what I know about trading due to you and your team.

[@eduardoarocha2078]

Thanks Tom very much needed, love the way you explain things. Looking forward to part 2.

[@willr1080]

Tom at his best. Thanks Tasty!

[@mrbc2004]

Thank for the great content, Tom! One thing that puzzles me: when selling CSP, you guys use the premium received / BPR as a metric to mesure your return on capital, but to me that's not accurate because most of the times you'll need more capital than the BPR when you placed the trade! If the stock goes down or the IV goes up and all the capital you have is your BPR, you'll get a margin call. So, if most of the time you need more capital than the BPR to complete the CSP, how can you mesure your ROC only based on the BPR?

[@rohanroy8561]

Great stuff! Thanks Tom!!

[@kalipramod9101]

Tom, this is awesome! love all the insights and making it to understand by common man. Looking forward to see more stuff like this. Love you, god bless you

[@oveyss]

Great learning curve Webinar. Thank you very much.

[@MrSteveoc]

Awesome - thank you so much Tom

[@forex_shark6042]

I like that you guys are continuing to work with and develop NFTs. I've been developing in DeFi since 2012 and I'm in the end stages of developing a defi derivatives platform. NFTs have gotten a lot of hate due to all of the celebrities scamming their fans, but the future of NFTs are bright. Not to deploy another monkey picture but to create a decentralized market for software licensing and account credentials.

[@jackie6786]

Tom is the best ❤

[@howo357]

Tom can you explain further on why first 24 days make more money than the last 21 days? Is it because stocks are usually trending up and by the time it gets to 21 dte, it’s so far out of money theta decay is minimal?

[@dougpengelly6840]

As the option gets closer to expiry the option price will drop or decay faster, since there is less time for the underlying price to improve and the option to end up "in the money". Also called "theta decay". ~45 DaysToExpiry is a nice time frame to get this benefit. As you go beyond 21DTE then small movements in the underlying stock's price will cause greater swings in the option price and you will have less time to recover if you get a move against you. Look up Gamma Risk. If you work within this window, you get the benefit of good Theta decay, with less Gamma risk to hurt you.

[@martinsokol5765]

I would say, it is because of gamma risk. Lets say you are 7DTE and everything went smooth so far. Sudden move before expiration moves gamma (thus delta) very fast and you can loose much more money comparing if you are 35DTE in the same situation. The slide was about potential P&L and not about total time decay dollar potential. So when you average all the gains and losses while you hold untill expiration, most of the money are made before 21DTE because potential losses are growing with time getting shorter. Remaining theta often can not cover increasing gamma risk.

[@josephsalazar4712]

Thank you.

[@joevella644]

With the futures though if not using options, wouldn't you need more cash to cover the position if it goes against you? Many new futures traders forget to have that additional cushion to pay up on a negative position

[@ElenaMervine]

One like button is not enough for this webinar!

[@DionMJulien]

Great video! Is the buying power reduction metric (BPR) the same as your initial and maintenance margin metrics on other platforms?

[@HKashaf]

Awesome. Can some suggest a curriculum for starters? I will get started from the playlists on this channel. If anyone can advise any and all aspects, from account setup to active trading I would really appreciate it. Specially a guide for beginners with low capital start. Please and thanks 🙏

[@quinnreimer6492]

Watch the YUTES series

[@dmeares7062]

It would be good to have tasty trade communicate with IRS and the Tax Courts to help define what "Trader Status" should be in the. There needs to be a better understanding of what trading and investment needs to be as a trader moves from "hobby" to "business".

[@JB-ty8vf]

Time-saver: Jump to 10m28sec mark, for beginning of content

[@sethmiller5414]

Respect!

[@mkkaufman]

How can 50% of the portfolio be options, while only using 50% bpr when the vix is over 50%? I’m new to this, tia!

[@sickliberty]

Your portfolio is 50% of your cash/bpr. Your options allocation is 50% of that (tbh, I'd do way more than 50% but that's subjective)

[@eyalfta4314]

If your actively managing your portfolio and your main goal is to make profits and gains overtime why would you care if it swings if over time you successfully gain profit. I see volatility reduction as a pure psychological protection. If I can learn from my mistakes and follow my trading rules and change them over time according to the mood of the market I thing volatility is my friend and may be translated to opportunity.

[@ndreravi4576]

if I have No idea what options and futures are !? what about average Joe ? who wanna keep simple !? Sorry but too complicated !( anyway thanks like it for trying

[@sickliberty]

To anyone confused about the option greeks near the end, the definition of Theta was wrong (definition for Gamma was used in the slide instead). Theta is how much daily premium decay you are collecting (assuming you're an options writer/seller)

[@ТрильйонПідписників]

so what's your CAGR in last 20 years?

[@cyberft]

Great question.

[@NQ1284]

Probably -100%

[@cyberft]

@@NQ1284 lol. Anyone with a cagr that high over 20 years would be worth 10s of billions of dollars.

[@NQ1284]

@cyberft I wrote minus 100%, not +100%. He clearly doesn't trade, he's just a salesman

[@cyberft]

@ oh. lol.