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
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
| 2025 | 14.17% | 4.19% | -13.86% | -6.94% | 5.49% | 5.53% | 6.25% | 8.46% | 3.56% | 9.19% | 27.77% |
At the moment focused on growing our stock portfolio with covered calls on NVDA shares.
| Ticker | Shares | Price | Buy Price | Value | Growth | Dividend | Year total | Monthly | Yield |
| AAPL | 3.2 | $272.14 | $189.69 | $870.85 | $263.84 | $0.85 | $2.72 | $0.23 | 0.31% |
| BMY | 5 | $46.28 | $45.83 | $231.40 | $2.25 | $2.10 | $10.50 | $0.88 | 4.54% |
| DB | 26 | $34.11 | $20.62 | $886.86 | $350.74 | $0.00 | $0.00 | $0.00 | 0.00% |
| DOCU | 0.5 | $65.77 | $77.16 | $32.89 | -$5.70 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 3.8 | $309.73 | $308.57 | $1,176.97 | $4.41 | $5.67 | $21.55 | $1.80 | 1.83% |
| NVDA | 100.5 | $181.23 | $109.09 | $18,213.62 | $7,250.07 | $0.13 | $13.07 | $1.09 | 0.07% |
| UBER | 0.5 | $83.34 | $89.00 | $41.67 | -$2.83 | $0.00 | $0.00 | $0.00 | 0.00% |
| WFC | 1 | $82.94 | $82.24 | $82.94 | $0.70 | $1.53 | $1.53 | $0.13 | 1.84% |
| $21,537.19 | $7,863.48 | $49.36 | $4.11 | 0.23% |
last updated November 21, 2025
Dividend prices are after tax (15%)
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