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% | 6.28% | -4.19% | 4.21% | 29.54% | |||||
| 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, MCD, BAC and other
| Ticker | Shares | Price | Buy Price | Value | Growth | Dividend | Year total | Monthly | Yield |
| AAPL | 3.2 | $313.33 | $189.69 | $1,002.66 | $395.65 | $0.85 | $2.72 | $0.23 | 0.27% |
| ARCC | 1 | $20.01 | $18.97 | $20.01 | $1.04 | $1.63 | $1.63 | $0.14 | 8.15% |
| BAC | 0.1 | $63.17 | $60.65 | $6.32 | $0.25 | $0.95 | $0.10 | $0.01 | 1.50% |
| BMY | 8.5 | $64.72 | $50.15 | $550.12 | $123.85 | $2.10 | $17.85 | $1.49 | 3.24% |
| DB | 26 | $38.06 | $20.62 | $989.56 | $453.44 | $0.98 | $25.48 | $2.12 | 2.57% |
| DOCU | 0.5 | $60.26 | $77.16 | $30.13 | -$8.45 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 4.5 | $274.48 | $307.45 | $1,235.16 | -$148.37 | $5.67 | $25.52 | $2.13 | 2.07% |
| NFLX | 0.9 | $74.14 | $80.29 | $66.73 | -$5.54 | $0.00 | $0.00 | $0.00 | 0.00% |
| NVDA | 103.5 | $223.96 | $111.68 | $23,179.86 | $11,620.98 | $1.00 | $103.50 | $8.63 | 0.45% |
| PFE | 3.5 | $26.76 | $27.01 | $93.66 | -$0.88 | $1.46 | $5.11 | $0.43 | 5.46% |
| PZZA | 0.5 | $24.47 | $32.67 | $12.24 | -$4.10 | $1.56 | $0.78 | $0.07 | 6.38% |
| UBER | 0.5 | $75.02 | $89.00 | $37.51 | -$6.99 | $0.00 | $0.00 | $0.00 | 0.00% |
| WFC | 1 | $87.25 | $82.24 | $87.25 | $5.01 | $1.53 | $1.53 | $0.13 | 1.75% |
| $27,311.19 | $12,425.90 | $184.21 | $15.35 | 0.67% |
last updated August 7, 2026
Dividend prices are after tax (15%)