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.
At the moment focused on growing our dividend portfolio with MS and BP stocks.
This page usually is updated after I make a new purchase or at least once a month (last updated August 30, 2024)
| Ticker | Shares | Price | Buy Price | Value | Growth | Dividend | Year total | Monthly | Yield |
| AAPL | 0.4 | $228.97 | $226.30 | $91.59 | $1.07 | $0.85 | $0.34 | $0.03 | 0.37% |
| ADBE | 0.07 | $574.66 | $502.57 | $40.23 | $5.05 | $0.00 | $0.00 | $0.00 | 0.00% |
| AGNC | 5 | $10.20 | $9.50 | $51.00 | $3.50 | $1.22 | $6.10 | $0.51 | 11.96% |
| AMZN | 1 | $178.30 | $184.20 | $178.30 | -$5.90 | $0.00 | $0.00 | $0.00 | 0.00% |
| BAC | 3 | $40.84 | $35.12 | $122.52 | $17.16 | $0.81 | $2.43 | $0.20 | 1.98% |
| BMY | 3.25 | $49.99 | $49.43 | $162.47 | $1.82 | $2.04 | $6.63 | $0.55 | 4.08% |
| BP | 15 | $33.98 | $36.76 | $509.70 | -$41.70 | $1.46 | $21.90 | $1.83 | 4.30% |
| BTI | 1 | $37.55 | $31.31 | $37.55 | $6.24 | $2.52 | $2.52 | $0.21 | 6.71% |
| BUD | 0.2 | $61.38 | $61.57 | $12.28 | -$0.04 | $0.69 | $0.14 | $0.01 | 1.12% |
| DB | 3 | $16.42 | $16.33 | $49.26 | $0.27 | $0.00 | $0.00 | $0.00 | 0.00% |
| F | 105 | $11.23 | $13.97 | $1,179.15 | -$287.70 | $0.51 | $53.55 | $4.46 | 4.54% |
| GOLD | 1 | $20.20 | $16.42 | $20.20 | $3.78 | $0.34 | $0.34 | $0.03 | 1.68% |
| GOOG | 0.2 | $164.82 | $185.18 | $32.96 | -$4.07 | $0.68 | $0.14 | $0.01 | 0.41% |
| INTC | 1.3 | $22.04 | $32.38 | $28.65 | -$13.44 | $0.40 | $0.52 | $0.04 | 1.81% |
| JNJ | 0.36 | $165.72 | $154.18 | $59.66 | $4.15 | $4.21 | $1.52 | $0.13 | 2.54% |
| KO | 0.05 | $72.49 | $70.07 | $3.62 | $0.12 | $1.64 | $0.08 | $0.01 | 2.26% |
| MAT | 1 | $18.98 | $19.48 | $18.98 | -$0.50 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 1.9 | $288.39 | $266.81 | $547.94 | $41.00 | $5.67 | $10.77 | $0.90 | 1.97% |
| MPW | 108 | $4.47 | $5.04 | $482.76 | -$61.56 | $0.51 | $55.08 | $4.59 | 11.41% |
| MS | 2 | $103.50 | $103.13 | $207.00 | $0.74 | $2.89 | $5.78 | $0.48 | 2.79% |
| NFLX | 0.3 | $699.87 | $630.09 | $209.96 | $20.93 | $0.00 | $0.00 | $0.00 | 0.00% |
| NIO | 5 | $4.07 | $5.78 | $20.35 | -$8.55 | $0.00 | $0.00 | $0.00 | 0.00% |
| NKE | 0.2 | $83.35 | $84.68 | $16.67 | -$0.27 | $1.25 | $0.25 | $0.02 | 1.50% |
| NVDA | 2.4 | $119.14 | $116.43 | $285.94 | $6.50 | $0.13 | $0.31 | $0.03 | 0.11% |
| PM | 3 | $123.28 | $100.73 | $369.84 | $67.65 | $4.42 | $13.26 | $1.11 | 3.59% |
| RBLX | 2 | $44.07 | $38.88 | $88.14 | $10.38 | $0.00 | $0.00 | $0.00 | 0.00% |
| SBSW | 3 | $3.90 | $5.34 | $11.70 | -$4.32 | $0.00 | $0.00 | $0.00 | 0.00% |
| SPCE | 6.5 | $6.69 | $46.68 | $43.49 | -$259.94 | $0.00 | $0.00 | $0.00 | 0.00% |
| SWK | 1 | $102.31 | $82.03 | $102.31 | $20.28 | $2.75 | $2.75 | $0.23 | 2.69% |
| TEVA | 4 | $18.81 | $16.68 | $75.24 | $8.52 | $0.00 | $0.00 | $0.00 | 0.00% |
| TLRY | 200 | $1.70 | $2.20 | $340.00 | -$100.00 | $0.00 | $0.00 | $0.00 | 0.00% |
| TSLA | 0.14 | $213.92 | $218.28 | $29.95 | -$0.61 | $0.00 | $0.00 | $0.00 | 0.00% |
| USB | 1 | $47.21 | $42.49 | $47.21 | $4.72 | $1.66 | $1.66 | $0.14 | 3.52% |
| $5,385.02 | -$565.77 | $185.73 | $15.48 | 3.45% |
Dividend prices are after tax (15%)
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