In this guide, we shine a spotlight on Simon, a dedicated MenthorQ user who has been utilizing the platform’s Options Screeners to trade stocks by creating baskets of securities.

After participating in a MenthorQ Trading Challenge, Simon developed a strategy that combines institutional-level data—like put support and gamma levels—to create diversified baskets of stocks and ETFs. Using Fidelity’s basket tool, Simon is able to manage risk and track performance, while his “Rich Dad, Poor Dad” approach helps him lock in small, consistent wins.

Simon’s success is driven by his focus on institutional levels, diversification, and leveraging MenthorQ’s daily screeners for fresh trading ideas. Check out the full video to learn more about his method and how you can apply similar strategies.