Bitcoin Income - Covered Calls and Preferred Stock vs Retirement Portfolio - Full Throttle

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A 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.

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. These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice. n/a is unpublished, not zero.
FieldBitcoin Income - Covered Calls and Preferred Stock
Current as of 2026-10-05
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Retirement Portfolio - Full Throttle
Current as of 2026-10-05
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Published PilotAnkerstar WealthAnkerstar Wealth
Sleeves——
Slugbitcoin-income-covered-calls-and-preferred-stockretirement-portfolio-full-throttle
Portfolio key687614745992
StatusACTIVEACTIVE
ProvenanceAutopilot client composite since launchAutopilot client composite since launch
Inception2025-06-172025-08-22
As of2026-10-052026-10-05
Window2025-06-17 → 2026-10-052025-08-22 → 2026-10-05
Days live475409
MaturityMATUREMATURE
Risk bandMEDIUMLOW
ObjectiveAnkerstar 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.Full Throttle is an all-equity strategy for long-term investors seeking broad market exposure with an added weighting toward technology. The portfolio is built on a core of US large-cap index funds, including both market-weighted and equal-weighted approaches, with additional exposure to small-cap and international companies. A technology sleeve and several individual large-cap technology holdings are layered on top. Holdings are reviewed monthly and reallocated quarterly. The strategy is modeled on an aggressive allocation the firm uses elsewhere in its practice, though holdings may differ. The strategy is fully invested in equities at all times. It does not hold bonds or cash, does not seek income, and does not include any mechanism to reduce exposure during market declines. Risks. As an all-equity strategy, it participates fully in market declines and will generally fall further than a portfolio holding bonds or cash. The underlying funds overlap substantially with one another and with the individual holdings, so exposure to the largest US technology companies is considerably greater than the individual position sizes suggest, and a decline concentrated in those companies would affect the portfolio more than its diversification implies. The international holding is concentrated in higher-dividend companies and may behave differently from international markets broadly. Investors bear the expenses of the underlying funds in addition to strategy fees.
Past week net3.5%0.5%
Past week gross3.5%0.5%
1Y net-23.4%7.6%
1Y gross-23.4%7.6%
Since inception net-24.7%10.3%
Since inception gross-24.7%10.3%
All-time gross-24.7%10.3%
CAGR net-19.6%9.1%
CAGR gross-19.6%9.1%
Sharpe-0.80980.5298
Sortino-1.10550.7599
Max DD-58.0%-7.7%
AUM$22.5k$22.5k
Current subscriptionAnkerstar Wealth - Full Access: Quarterly $95.00; Yearly $345.00Ankerstar Wealth - Full Access: Quarterly $95.00; Yearly $345.00

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. 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). Retirement Portfolio - Full Throttle: past week +0.5%; 1Y +7.6%; since inception (8/22/25) +10.3%. 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.

For agents

Canonical HTML: /compare/bitcoin-income-covered-calls-and-preferred-stock-vs-retirement-portfolio-full-throttle. Structured rows: /api/portfolios/compare?ids=bitcoin-income-covered-calls-and-preferred-stock,retirement-portfolio-full-throttle. This is an all-or-nothing pair, not a ranking.

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.