Schaeffer's Investment ResearchReviews of schaeffersresearch.com

Response from Schaeffer's Investment ResearchJun 10, 2026

Thank you for your feedback. We're sorry your initial experience didn't meet your expectations, and we understand your frustration. We're glad we were able to connect with you, address your concerns, and ensure you began receiving the recommendations associated with your subscription. We appreciate the opportunity to make things right and thank you for updating your review. Please feel free to contact us directly if we can be of further assistance.

Response from Schaeffer's Investment ResearchMar 12, 2026

Thank you for the wonderful feedback. We’re thrilled to hear about your positive experience working with Cody. Providing attentive guidance, professionalism, and solutions that fit each subscriber’s needs is very important to us. We truly appreciate you taking the time to share your experience and will be sure to pass along your kind words to Cody.

Response from Schaeffer's Investment ResearchFeb 18, 2025

I want to starting off with saying that - with all options buying - it's entirely possible to be profitable with a 30-35% win-rate if wins are maximized and losses are minimized. A higher win-rate is required for more modest trading strategies, but with simple call and put buying, win-rate is never going to be high. Since I cannot pinpoint your 90-day window as I don't have your name or email to locate you in our system, I'll provide specifics on Elite Trader over the last 6 months. # of Trades: 105 Win-Rate: 36.2% Avg. Winner: +111.7% Avg. Loser: -41.4% Cumulative Gain: +1,512% (simply adding together all winners and losers provided over past 6 months regardless of portfolio allocation) Based on your feedback, it sounds like Elite Trader was not a good fit for you as you seem to prefer a higher win-rate and, thus, less aggressive option buying. That's totally fine and, if you want to give us a call, we'd be happy to put you into a complimentary trial of our straddles, debit spreads, credit spreads, or put selling strategies. We want you to find success in a strategy that is comfortable to you... and we appreciate your honest feedback on your experience.

Response from Schaeffer's Investment ResearchJul 17, 2023

Hi Gerald! First, I want to apologize for any miscommunication here. You signed up for our Expiration Week Countdown program this month and the trades are released on the Sunday prior to options expiration week at 7 pm ET. The trades were activated on your account a little under two hours ago. Please feel free to reply to my email if you need a direct link or if you have any additional concerns.

Response from Schaeffer's Investment ResearchJul 11, 2023

Thanks for the opportunity to provide you with some insight into options trading expectations, Richard! Aside from the fact you have only received trades from us for 8 trading days at this point, this is still a great time to set expectations. Here is an excerpt from our Quick Start Guide that I strongly encourage you to read prior to trading options with anyone, Mr. Eschenbach (it's in your account on www.schaeffersresearch.com and you received a link to it each time you join one of our programs): OK, a word about win rates... Options trading programs frequently have low ones, even if they're successful. That's because the ability to make leveraged gains means that a few big winners can easily offset a long string of "smaller" losers. Think of it this way: Buying option premium is about playing possibilities -- the possibility of achieving huge returns on the dollars invested. From a premium buying perspective, our research shows that successful short-term options traders are correct on roughly 35% to 45% of their trades. A successful trader with a 35% win rate has a 59.60% chance of at least 7 consecutive losing trades within a 50-trade period -- a streak that could easily frustrate an investor who's not used to this kind of low win-rate/high-return trading. The natural response to such a slump, for some traders, can be very costly: "Since those last three trades were losers, I'll put extra money in the next trade because it has to be a winner." No, it doesn't -- making this a recipe for blowing up your options portfolio. Never put extra capital into a position just because you think a losing streak must "logically" be close to its end. Likewise, avoid cherry-picking trades to play only your "favorites" or the ones you have a good feeling about. Aside from the rather obvious pitfall of trading on emotions (more on that later), the danger here is significant -- you risk "picking over" one of the two or three out of 10 big winners that can make all the difference to your bottom line. And use our recommended allocation guidelines, as set forth in Money Management 101, to make sure you have the available capital to participate in as many trades as possible. Otherwise, you risk losing out on the trade that doubles or triples your money. So what's the bottom line? Basically, expect losing trades. Sometimes, several in a row. But continue to follow each recommendation in your Schaeffer's subscription as it arrives, and rely on a responsible money management system to conserve capital during losing streaks and maximize upside during hot streaks. Trading is an emotional sport -- we get it. If you ever want a check-in, please give our Director of Operations, Mr. John Voss, a call and he would be delighted to go over your options trading portfolio with you!

Response from Schaeffer's Investment ResearchJul 9, 2023

Hi Charlotte - thank you for the opportunity to review your experience. I see that you joined Expiration Week Countdown in April of 2023. Since then, we have positive delivery confirmation on product trade emails for May 2023 and June 2023 (next trades come out next weekend for July 2023). Our customer service rep also manually resent the trades to you. You have received the following profitable trades since you joined the program: GENERAL ELECTRIC CALLS @ 202.6% GAIN QUALCOMM PUTS @ 38.2% GAIN COMCAST CALLS @ 86.9% GAIN COINBASE PUTS @ 4.3% GAIN ETSY PUTS @ 172.1% GAIN NETFLIX CALL @ 237.5% GAIN INTEL CALLS @ 239.4% GAIN PALO ALTO NETWORKS CALLS @ 304.9% GAIN Obviously, with aggressive options buying, there are also losers. However, since you joined this program, we have delivered a total profit of +363.7% on the 18 trades that you have received which includes all winners and losers. I strongly encourage you to give your account representative a call or speak with our customer experience team about the best way to utilize and profit from the trading program you have.

Response from Schaeffer's Investment ResearchJun 26, 2023

Hi Sayed! That's correct -- we had two huge winners (+218% and +261%), one breakeven, and two losers. At the end of just 4 days, we were up nearly 75%/trade entered. Win rate is not important in options trading, it's having those giant winners. Please give us a call and we'd be happy to walk you through money management with options trading as well as reset expectations. You can make money with options with a pretty low win rate if you're buying!