On this page, I share our family’s stock portfolio. It has been growing slowly, primarily through options trading. Most stocks listed here are optionable, meaning I may be selling call or put options on them.
I started dividend investing in 2017, but over time my approach shifted toward options-based strategies. I still value holding strong dividend-paying stocks for the long term, but given the relatively small size of my portfolio, I focus more on selling puts and other derivatives. Strategies like cash-secured puts, credit spreads, and selective use of margin help generate income and improve entry timing.
For weekly performance, see the trading journal — or subscribe to my newsletter for weekly updates.
I originally began with a focus on monthly dividend income, but during the March 2020 COVID crash I significantly damaged the account due to over-leveraged options positions. Since then, I’ve been steadily rebuilding with a more controlled and risk-aware approach.
Performance
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
| 2026 | 3.31% | 2.65% | 0.42% | 6.24% | 15.48% | ||||||||
| 2025 | 14.17% | 4.19% | -13.86% | -6.94% | 5.49% | 5.53% | 6.25% | 8.46% | 3.56% | 9.19% | 4.71% | 6.22% | 35.82% |
At the moment, I’m focused on growing the stock portfolio through credit spreads and covered calls on NVDA and BMY, while selectively adding dividend-paying stocks like PFE.
| Ticker | Shares | Price | Buy Price | Value | Growth | Dividend | Year total | Monthly | Yield |
| AAPL | 3.2 | $282.03 | $189.69 | $902.50 | $295.49 | $0.85 | $2.72 | $0.23 | 0.30% |
| BMY | 8 | $58.92 | $49.54 | $471.36 | $75.04 | $2.10 | $16.80 | $1.40 | 3.56% |
| DB | 26 | $31.29 | $20.62 | $813.54 | $277.42 | $0.00 | $0.00 | $0.00 | 0.00% |
| DOCU | 0.5 | $47.90 | $77.16 | $23.95 | -$14.63 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 4.2 | $289.09 | $309.68 | $1,214.18 | -$86.48 | $5.67 | $23.81 | $1.98 | 1.96% |
| NVDA | 102.1 | $199.84 | $110.31 | $20,403.66 | $9,141.01 | $0.13 | $13.27 | $1.11 | 0.07% |
| PFE | 2.5 | $26.47 | $27.45 | $66.18 | -$2.45 | $1.46 | $3.65 | $0.30 | 5.52% |
| UBER | 0.5 | $75.12 | $89.00 | $37.56 | -$6.94 | $0.00 | $0.00 | $0.00 | 0.00% |
| WFC | 1 | $81.99 | $82.24 | $81.99 | -$0.25 | $1.53 | $1.53 | $0.13 | 1.87% |
| $24,014.91 | $9,678.21 | $61.79 | $5.15 | 0.26% |
last updated May 1 , 2026
Dividend prices are after tax (15%)
