Dividend Stock Portfolio

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

YearJanFebMarAprMayJunJulAugSepOctNovDecYTD
202514.17%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. 

TickerSharesPriceBuy PriceValueGrowthDividendYear totalMonthlyYield
AAPL3.2$272.14$189.69$870.85$263.84$0.85$2.72$0.230.31%
BMY5$46.28$45.83$231.40$2.25$2.10$10.50$0.884.54%
DB26$34.11$20.62$886.86$350.74$0.00$0.00$0.000.00%
DOCU0.5$65.77$77.16$32.89-$5.70$0.00$0.00$0.000.00%
MCD3.8$309.73$308.57$1,176.97$4.41$5.67$21.55$1.801.83%
NVDA100.5$181.23$109.09$18,213.62$7,250.07$0.13$13.07$1.090.07%
UBER0.5$83.34$89.00$41.67-$2.83$0.00$0.00$0.000.00%
WFC1$82.94$82.24$82.94$0.70$1.53$1.53$0.131.84%
    $21,537.19$7,863.48 $49.36$4.110.23%

last updated November 21, 2025  

Dividend prices are after tax (15%)