All Inclusive Bitcoin Strategy vs Bitcoin Income - Covered Calls and Preferred Stock
LiveA comparison of two published records. This is a side-by-side table of the same fields for each Portfolio. It is not a ranking, a score, or a recommendation.
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| Field | All Inclusive Bitcoin Strategy Current as of 2026-10-05 HTMLMarkdownJSON | Bitcoin Income - Covered Calls and Preferred Stock Current as of 2026-10-05 HTMLMarkdownJSON |
|---|---|---|
| Cite | HTMLMarkdownJSON | HTMLMarkdownJSON |
| Published Pilot | Ankerstar Wealth | Ankerstar Wealth |
| Sleeves | — | — |
| Slug | all-inclusive-bitcoin-strategy | bitcoin-income-covered-calls-and-preferred-stock |
| Portfolio key | 691376 | 687614 |
| Status | ACTIVE | ACTIVE |
| Provenance | Autopilot client composite since launch | Autopilot client composite since launch |
| Inception | 2025-06-20 | 2025-06-17 |
| As of | 2026-10-05 | 2026-10-05 |
| Window | 2025-06-20 → 2026-10-05 | 2025-06-17 → 2026-10-05 |
| Days live | 472 | 475 |
| Maturity | MATURE | MATURE |
| Risk band | HIGH | MEDIUM |
| Objective | This strategy is built around a core, direct holding of spot bitcoin through an exchange-traded fund, sized to carry the majority of the portfolio's long-term price exposure. Alongside that core, the strategy holds a smaller, diversified income overlay: exchange-traded funds that generate income by writing call options against bitcoin exposure, and preferred stock issued by Strategy Inc, a bitcoin treasury company, across two series with different rate structures and different seniority within Strategy's capital stack. This combination gives the model a unique position where our bullish bitcoin thesis can result in both current income and potential long-term capital appreciation. Important to note that the options-income funds collect premium from selling calls; that premium is a source of yield, not a guarantee against loss, and in a sharp bitcoin decline these funds have underperformed a direct bitcoin holding rather than cushioned it. The preferred shares pay a dividend only when and if declared by Strategy's board; dividends are cumulative but not guaranteed, and the securities only carry a residual claim behind the company's debt. Strategy Inc positions together represent a meaningful single-issuer concentration within the income sleeve of this strategy. Funds used in this strategy have the possibility that income distributions are reduced or discontinued and that the value of any single holding declines sharply. Underlying fund size and trading liquidity vary; smaller funds may be more difficult to trade in size without affecting price. This is a model portfolio; investors hold the underlying securities directly and bear the expenses of any funds held in addition to strategy fees. Not a complete investment program. | Ankerstar Wealth developed this strategy for investors who want to hold bitcoin and generate cash flow from that position rather than rely on price appreciation alone. Bitcoin itself produces no yield, so the strategy pairs a core of spot bitcoin exposure with two income mechanisms: funds that write options against bitcoin exposure and collect premium, and preferred stock issued by companies that hold bitcoin on their balance sheets. A smaller allocation is held in equities of businesses built around the bitcoin economy. Income from this strategy is variable, not contractual. Option premium rises and falls with market volatility, and writing options limits participation in sharp rallies. Preferred dividends are declared at the discretion of each issuer's board, may be adjusted or suspended, and are junior to those issuers' debt obligations. These preferred securities are perpetual, with no maturity date and no obligation to return principal. An issuer may sell bitcoin or issue additional securities to fund dividend payments. The strategy is concentrated and does not seek broad diversification. It holds both preferred stock and common stock of the same issuer in some cases, which means those positions do not diversify against one another. Distributions may be characterized substantially as return of capital, which reduces cost basis rather than constituting ordinary income; investors should consult their own tax advisor. A portion of assets is held in exchange-traded products, including trusts registered under the Securities Act of 1933 rather than investment companies registered under the Investment Company Act of 1940, which do not carry the protections applicable to registered funds. Investors bear those products' expenses in addition to strategy fees. |
| Past week net | 2.3% | 3.5% |
| Past week gross | 2.3% | 3.5% |
| 1Y net | -26.5% | -23.4% |
| 1Y gross | -26.5% | -23.4% |
| Since inception net | -19.4% | -24.7% |
| Since inception gross | -19.4% | -24.7% |
| All-time gross | -19.4% | -24.7% |
| CAGR net | -15.3% | -19.6% |
| CAGR gross | -15.3% | -19.6% |
| Sharpe | -0.3340 | -0.8098 |
| Sortino | -0.4674 | -1.1055 |
| Max DD | -55.0% | -58.0% |
| AUM | $25.3k | $22.5k |
| Current subscription | Ankerstar Wealth - Full Access: Quarterly $95.00; Yearly $345.00 | Ankerstar Wealth - Full Access: Quarterly $95.00; Yearly $345.00 |
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Performance disclaimer
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.
"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/05/26. Performance shown reflects the period from 9/28/26 - 10/05/26. All Inclusive Bitcoin Strategy: past week +2.3%; 1Y -26.5%; since inception (6/20/25) -19.4%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Bitcoin Income - Covered Calls and Preferred Stock: past week +3.5%; 1Y -23.4%; since inception (6/17/25) -24.7%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.
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Notes
This is a side-by-side table of the same fields for each Portfolio. It is not a ranking, a score, or a recommendation.
Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.
While individual Portfolios may each be suitable for your risk profile, combining multiple Portfolios may create concentration risks or unsuitable aggregate exposure. Autopilot does not assess aggregate suitability across multiple Portfolios.