Jeff Weber on AIM Investing, Options Trading, and Using Market Profits to Buy More Real Estate

Jeffrey Weber (00:00)
Well, the beauty of the aim strategy, the way I teach it is it makes you a lot of money quickly. had one guy grow from 550,000 to 1,750,000 in one year in a bullish market. So the advantage of using my aim strategy is you will get more money to buy more real estate or whatever.

coins, whatever you’re investing in, and you can diversify. And my AIM method is very simple to learn. And I even offer to help teach people for free how to do it.

Dylan Silver (02:08)
Hey folks, welcome back to the show. Today’s guest, Jeff Weber is an investor and educator with over 30 years of experience in the markets. He’s the creator of the AIM investing strategy, a system focused on generating long-term profits using options and leveraged ETFs. He’s helped

Investors generate millions in returns and now teaches his strategy through a simple model providing education, data flow insights, and ongoing updates. He focuses on helping investors build consistent, repeatable profits over time rather than chasing short-term wins. Jeff, welcome to the show.

Jeffrey Weber (02:42)
thank you. Thank you, Dylan. I appreciate it.

Dylan Silver (02:44)
Great to have you on here. The AIM strategy. What is the AIM strategy and how does it help folks diversify into investing without over leveraging themselves?

Jeffrey Weber (02:56)
Well, the beauty of the aim strategy, the way I teach it is it makes you a lot of money quickly. had one guy grow from 550,000 to 1,750,000 in one year in a bullish market. So the advantage of using my aim strategy is you will get more money to buy more real estate or whatever.

coins, whatever you’re investing in, and you can diversify. And my AIM method is very simple to learn. And I even offer to help teach people for free how to do it.

Dylan Silver (03:33)
Now you’ve been doing this for decades. Over time has this strategy changed? Have you adapted it? What has

Jeffrey Weber (03:41)
I have adapted it because the strategy thrives on investing on investments that are volatile, which means they go up a lot and they go down a lot. Leaps were the first ones I used starting 20 years ago. To give you an idea, I had one portfolio that grew from just checking it once a month grew from

1.1 million to 50 million in 20 years by compounding all the prior profits back into it.

Dylan Silver (04:13)
When you mentioned when you mentioned leaps specifically help break down some of this terminology for folks who may not be familiar. What is

Jeffrey Weber (05:09)
All the leap is is a fancy name for a long term option that will expire. When it first comes out, it has about two years and three months before it will expire. All leaps have the same expiration date, which makes it easier of the third Friday into January. So right now the leaps.

that I’m telling people to buy are the January 21st, 2028 leaps. Now next September and roughly what six months or so the 29 leaps will come out. And what I usually teach people who are doing it with leaps is we want to roll over. want to sell the 28 leaps.

and roll over to the 29 leaps and have that extra year before they expire. Now, I’m constantly looking for new and better investments for smaller people. There’s a lot of people doing regular aim with 15 contracts takes quite a lot of money. Right. A new investment just came out recently called single stock leveraged ETFs.

You can get, you can buy an ETF on Apple, Microsoft, Tesla. Now to give you an idea, I had one guy who bought the Tesla one, the symbol for which is TSLL. You can look it up. Look them up on Yahoo finance. And if anybody is interested in talking more about this stuff, can I give them my phone number? Or absolutely.

Dylan Silver (06:45)
Absolutely.

Jeffrey Weber (06:46)
Please give me a call at 210-478-0655 and I’ll be glad to show you how you can get a wealth of information on both leverage DTFs and leaps by going to Yahoo Finance. There’s little tricks in there that you want to learn.

Dylan Silver (07:06)
I didn’t mention this to you in the green room, Jeff, but 210, that’s a San Antonio number. Are you in San Antonio? All right, well, I didn’t know this, because I’m in San Marcos, just up the road. We didn’t mention that.

Jeffrey Weber (07:11)
Yes, I am.

You gotta come down here, man! I’ve through San Marcos many times!

Dylan Silver (07:22)
Which part of San Antonio are you in? Which area?

Jeffrey Weber (07:25)
Now you’ve got to be familiar with it if you’re from Marcos because that’s, you got to come down here. I live two miles south of 1604 and about three miles east of 281. Okay. Thousand Oaks, if you know where Thousand Oaks is. ⁓

Dylan Silver (07:41)
Absolutely.

Yeah, I’m reacclimating myself to this region and this market. I moved actually recently from abroad back to Texas. And so it’s always great to see other people on the show who are doing great things. I want to ask you actually pivoting a bit here, Jeff, regionally, have you seen trends and the way that people manage their assets from East Coast to West Coast, Texas to other markets? Do you see any trends like that?

Or pretty much do you see the same pitfalls and the same successes?

Jeffrey Weber (08:12)
Same pitfalls everywhere. You know, the biggest enemy anywhere for an investor, I don’t care what you’re investing in, is emotion. Because, and I’ll give you the example of why you want to use leaps and why you don’t want to use emotion. I don’t care if it’s real estate, buying coins, you know, anything. You’ve got to have the attitude of logic.

versus emotion. And that was portrayed so well, I don’t know if you remember it or not, but if you ever watched Star Trek, the original, you want to invest like Mr. Spock and not like Dr. McCoy. Confound it, Jim. They’re down 80%. You know, sell them before they go to zero. And Spock would go, Jim, that’s not logical. Of course they’re going to recover. You know?

This is a golden opportunity to buy. Cause I used to tell all my people, I’d say, think about this. You know, right after Thanksgiving, what do we have? Black Friday. Everybody rushes to Walmart or Amazon, wherever, because you can get that big new TV for 50 % off, you know, and they want to do that. Well, why wouldn’t you want to do the same thing on a house or on a s-

leap or on a leveraged DTF when it’s down. for example…

Dylan Silver (10:06)
want to ask you specifically about when the right time to sell is. When I’m talking about time, I’m speaking specifically after you buy these options, from what I understand, they decrease in value with time as you’re getting closer to that execution date.

Jeffrey Weber (10:24)
You don’t have

to worry about that with leaps.

Dylan Silver (10:27)
Okay.

Jeffrey Weber (10:30)
I read a study on that one time and it said basically.

an option will still have about 90 % of its value with a month to go.

Dylan Silver (10:39)
Okay, okay.

Jeffrey Weber (10:40)
Now what we’re doing is we’re going to sell them much quicker than that. And see, then the other thing I tell people is for people with smaller amounts of money, you want to buy leverage DTFs. Because for example, I’ll give you a perfectly good reason.

There’s no commissions when you trade leverage ETFs with a stock broker for one. You trade for free. They’re much lower cost. If you wanted to buy a share of Tesla stock, it would be say $350 a share. You can buy one leveraged each one leveraged share of Tesla for about $21.

So, and what I do with them is very simple because they’re only two times leveraged. but they’re still gonna do, so if the stock goes up 5%, the ETF goes up 10%.

Dylan Silver (11:32)
Right, right. And so that go ahead.

Jeffrey Weber (11:35)
And what I do, I make modifications to my algorithm, so to speak, for the trading. And what I do with Tesla, because it’s so volatile, I use a 20 % lower price to buy and a 20 % higher price to sell. With Microsoft and Apple, I only use 10 % buy and sell difference.

So for example, if you bought Tesla at $20, we’ll say you immediately set up a limit buy and sell 20 % difference. So if you bought it at 20, you immediately would set a buy for 18 for as many shares as that would buy for you. the same

with the sell since you bought it at 20, you’d be selling it at 22 for a $2 profit. You’re basically jabbing the market. Now, what I can tell you is I have tracked it for one year and just checking it once a month, because that’s all I have time for in my newsletter, a portfolio of 10 leveraged ETFs was up 36%.

Dylan Silver (12:38)
Now, when you say it’s up 36%, I’m imagining that because people are trading options that that 36 % is available to them as options traders, but that if you were trading the underlying stock that it wouldn’t be up 36%. This is specific.

Jeffrey Weber (12:55)
No way in the world because stocks are the least volatile. know, just like there’s different types of real estate that are probably more volatile. I mean, like right now, I feel sorry for anybody owns a big business office building or something, you know, that’s not popular right now. But again, if you’re smart and maybe you could return it into residential units.

It might make sense for you to pay 20 million for an $80 million building.

Dylan Silver (13:22)
do want to pivot here and ask you about where this fits into maybe a broader asset management strategy. So for folks who are real estate investors, they have some rentals, maybe they have a 401k, right? An IRA of some kind. And they’re also looking at, where does this fit in? This maybe feels more specular. You put this in.

Jeffrey Weber (13:44)
I would say if you’re primarily interested in real estate, you just be wanting to do this to add to the money you could invest in real estate. You might be able to add a second or third house or, you know, flopper, know, flip flop a house, you know. Yeah. So say, you know, because I’ve had I’ve had people make, you know, like I said,

That one guy in eight months went from 136,000 on the leaps to 386,000. You could buy a couple more houses with that if you wanted to and sell the option because you got to get money from somewhere if you want to grow your real estate empire. And my AIM investing method is a great way to do it.

Dylan Silver (14:29)
Now, taxes of course are a big focus for real estate investors. When you’re trading leaps specifically, how do you factor in tax strategy into the whole arithmetic here? Where does tax strategy come into play?

Jeffrey Weber (15:23)
Okay.

I’ve got three long articles on using tax strategy. The first one I tell smaller investors is you want to do it inside a Roth IRA because

There’s a lot of short term taxes that you might have to pay on it. But I used to tell people, said, if you can make 36 % a year and you have to pay 10 % in taxes or 15, 15 % taxes, you’re still clearing 21%. I have no idea how real estate people, do they figure out every year I made 20 % or I made 30 %? How do they figure their gains? You know, I don’t know.

Dylan Silver (16:03)
I mean, to say I can speak for a lot of folks.

in many cases, especially if you’re getting started, you’re really learning as you go and then you get a big tax bill. You realize, hey, I made a bunch of money. Now I got to bring someone on board to handle my books, to help me with taxes, to handle tax strategy. So it’s typically when folks get a big bill that they realize, or when they realize that they are going to have to pay a lot in taxes, that they realize, okay, let me get all my books in a row here.

Jeffrey Weber (16:31)
If

you send me your email address, I’ll send you my three Roth IRA articles. And there’s one that’s especially useful. If somebody is doing real estate as a husband and wife team with an LLC and they’re profitable, you can put aside up to about $110,000 a year towards your retirement inside your company.

Dylan Silver (16:59)
That’s a huge way for them to… ⁓

Jeffrey Weber (17:02)
you

know, would be a to protect a lot of your revenue or from A, from being taxed. So, you know, I’ll be glad to send them to you. You send me your email.

Dylan Silver (17:14)
We are coming up on time here, Jeff. Any new projects that you’re working on? And then if you want to give folks your contact information again.

Jeffrey Weber (17:23)
I’m

on selling my business right now because I’m 78 and, you know, at some point I’m not looking immediately. And a lot of what I’m selling is my knowledge. So I want to work with somebody who might be interested in adding that to their collection of whatever they’re doing.

I’d be glad to help them every step of the way,