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
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
| 2025 | 14.17% | 4.19% | -13.86% | -6.94% | 5.49% | 5.53% | 6.25% | 8.46% | 3.56% | 9.19% | 4.71% | 31.87% |
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 | $280.43 | $189.69 | $897.38 | $290.37 | $0.85 | $2.72 | $0.23 | 0.30% |
| BMY | 5 | $52.44 | $45.83 | $262.20 | $33.05 | $2.10 | $10.50 | $0.88 | 4.00% |
| DB | 26 | $36.25 | $20.62 | $942.50 | $406.38 | $0.00 | $0.00 | $0.00 | 0.00% |
| DOCU | 0.5 | $66.28 | $77.16 | $33.14 | -$5.44 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 3.9 | $310.28 | $308.67 | $1,210.09 | $6.28 | $5.67 | $22.11 | $1.84 | 1.83% |
| NVDA | 100.7 | $182.70 | $109.23 | $18,397.89 | $7,398.43 | $0.13 | $13.09 | $1.09 | 0.07% |
| UBER | 0.5 | $92.25 | $89.00 | $46.13 | $1.63 | $0.00 | $0.00 | $0.00 | 0.00% |
| WFC | 1 | $90.54 | $82.24 | $90.54 | $8.30 | $1.53 | $1.53 | $0.13 | 1.69% |
| $21,879.86 | $8,138.99 | $49.95 | $4.16 | 0.23% |
last updated December 5, 2025
Dividend prices are after tax (15%)
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