5-Year Strategy Comparison

The chart below contrasts a typical 5-year run for the Wheel strategy against a buy-and-hold strategy mirroring the S&P 500. To test the Wheel against the absolute toughest competition, we are using the index's ultimate best-case scenario: the historic 1995–1999 bull run which yielded a 28.5% annualized return.

Enter your starting capital. Then toggle between the I Want Growth chart and the I Want Income chart to see the results.