Dividend Stock Portfolio

On this page, I'm sharing our family's stock portfolio. Growing slowly from monthly contributions and options trades.  Most stocks listed here are optionable, meaning I might be selling call or put options on them.

Despite originally started journey back in 2017 with a focus on monthly dividend, I blew up account seriously during 2020 March Covid crash, mostly because of over-leveraged options positions. I have been rebuilding ever since. 

Performance

YearJanFebMarAprMayJunJulAugSepOctNovDecYTD
202514.17%4.19%-13.86%         -1.3%

At the moment focused on growing our stock portfolio with covered calls on NVDA shares. 

TickerSharesPriceBuy PriceValueGrowthDividendYear totalMonthlyYield
AAPL3.2$190.42$189.69$609.34$2.34$0.85$2.72$0.230.45%
DB26$21.50$20.62$559.00$22.88$0.00$0.00$0.000.00%
MCD3.5$306.78$308.80$1,073.73-$7.07$5.67$19.85$1.651.85%
NVDA100$107.57$108.68$10,757.00-$111.00$0.13$13.00$1.080.12%
    $12,999.07-$92.85 $35.57$2.960.27%

last updated April 11, 2025  

Dividend prices are after tax (15%)