🧬 Private Strategy Document
Evolution Fund
Covered Call Income Strategy — Tiered Strike Ladder
Updated March 18, 2026 • Confidential
📊 Strategy Allocation
80% Covered Call Strategy
20% Net Long (No CCs)
📐 Covered Call Tiers — Entry Requirements & Strike Ranges
📅
Monthly Options
Activation+2% profit
Strike Range7-15% OTM
Expiry1 month
Contracts1/3 of position
📆
Quarterly Options
Activation+5% profit
Strike Range15-30% OTM
Expiry3 months
Contracts1/3 of position
📈
LEAPS
Activation+10% profit
Strike Range30-50% OTM
Expiry6-12 months
Contracts1/3 of position
📋 Current Holdings & CC Eligibility
| Ticker |
Name |
Shares |
Cost |
Current |
G/L |
Value |
CC Status |
💰 Projected Annual Income
🎯 Position Strike Ladders