Stock Selection

Smart Choices for Better Performance

Our Stock Selection process focuses on identifying the best positions for the Snider Investment Method, utilizing filters to evaluate a company’s financial health, diversify your portfolio, and prioritize stocks for optimal immediate income.

RapidRatings

SIM Score

Diversification

Sorting the Results Seeking Income

Once we’ve narrowed down the list of good candidates for the Snider Investment Method, we must rank the stocks from top to bottom.  The deciding factor is simple: the amount of income we can earn today.  At this point, we look at all stocks as equals and do not attempt to speculate which stock will do better or worse in the future.  We seek to invest in the stock which will pay us the most income immediately.

Percent Downside Protection

Dividends

Trading – Exclusively available at TradeStation

AutoPilot Trading

Put your Snider Investment Method trades on AutoPilot with our proprietary portfolio management and trading software. You still have the control to place all your trades, but AutoPilot suggests every trades and walks you through the implementation of the Method each month. It will reduce your time spent trading, avoid any chances of missed trades, and significantly reduce the possibility of mistakes.  

Limit Improvement Tool

Cash Enhancement Investments

Extra Income Search

Stock and Option Order Forms

All Levels of Investors

Reduce Implementation Time

AutoPilot is a trade wizard walking your through every trade for all of your Snider Method stocks. Never miss a trade and never skip a position, with AutoPilot you confidently trade the Snider Investment Method step-by-step.

Performance

Track Every Detail of Your Performance

Many trading education firms teach their clients techniques and strategies for different situations, but stop short of helping them track their success (or failure.)  We believe recordkeeping and performance reporting are a critical part of implementing any investment strategy.

Monthly Income Tracking

Each month, know exactly how much your account earned.  Get a detailed look at option premiums earned, interest, and dividends minus fees to give you the most accurate representation of your results.

Annual Report

Get a snapshot of your annual performance.  See all the important figures at one quick glance. Detailed tracking of income, growth, contributions, withdrawals, limit improvements, fees, and much more.

Organized Position Activity

We record and track every trade. Nothing goes unaccounted for.  Know exactly what you paid for each of your shares as well as the option premiums earned, dividends paid, and gains or losses on stock sales.  

Complete Account History

We track all the activity in your entire account, not simply the trades.  Interest and dividend payments are important factors of our monthly performance.  Deposits and withdrawals often get forgotten, we track every line of account activity to provide a crystal clear picture of your results.

Education

Your Investment in Education

The centerpiece of the Education section of our SIM Hub is the Snider Investment Method Online course, but you can find all our educational resources here.  

SIM Online Course

Lean the complete Snider Investment Method, including the philosophy behind why we trade the way we do.

Latest Education

We give our clients full access to all our educational resources.  We don’t have advanced courses or more classes after the Snider Method Online Course.  As long as you remain a client, you have access to our latest course and all the supplemental materials.

Checklists and Guides

Our Trade Day Checklist has been guiding our clients through their trades for over 20 years.  It, along with our other library of guides, will provide you with easy instructions on handling any issues with your account.

Tutorial Videos

Get a snapshot of your annual performance.  See all the important figures at one quick glance. Detailed tracking of income, growth, contributions, withdrawals, limit improvements, fees, and much more.

Account

Manage Your Account, Services, and Information

As your investment advisor, we are responsible to know our clients and stay up-to-date with their financial situation.  These details are crucial in order for us to fulfill our fiduciary duties for you. 

Manage Your Profile

Keep your contact information current.  Your email address will be our primary way for communication, but we also need to know your residential address to conform with our SEC regulations.

Verify Suitability

We must know and stay informed about important aspects of your financial situation to ensure the Snider Method is appropriate for your investment needs.  This includes an annual update to confirm or change your data.

Services and Billing

It is easy for clients to start, stop, or change services.  With three levels of service, CoPilot, AutoPilot, and Charter Asset Management, there is always a service level to meet your needs.