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
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 | $229.35 | $189.69 | $733.92 | $126.91 | $0.85 | $2.72 | $0.23 | 0.37% |
| BMY | 1 | $45.95 | $46.02 | $45.95 | -$0.07 | $2.10 | $2.10 | $0.18 | 4.57% |
| DB | 26 | $36.26 | $20.62 | $942.76 | $406.64 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 3.6 | $305.45 | $308.80 | $1,099.62 | -$12.06 | $5.67 | $20.41 | $1.70 | 1.86% |
| NVDA | 100 | $182.74 | $108.68 | $18,274.00 | $7,406.00 | $0.13 | $13.00 | $1.08 | 0.07% |
| WFC | 1 | $77.85 | $82.24 | $77.85 | -$4.39 | $1.53 | $1.53 | $0.13 | 1.97% |
| $21,174.10 | $7,923.03 | $39.76 | $3.31 | 0.19% |
last updated August 9, 2025
Dividend prices are after tax (15%)
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