On this page, I'm sharing our family's stock portfolio. Growing slowly from monthly contributions and options trades. Not all stocks listed here are dividend stocks, and not all stocks listed here are good stocks. 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 July 26, 2024)
| Ticker | Shares | Price | Buy Price | Value | Growth | Dividend | Year total | Monthly | Yield |
| ADBE | 0.05 | $542.44 | $478.65 | $27.12 | $3.19 | $0.00 | $0.00 | $0.00 | 0.00% |
| AGNC | 5 | $10.05 | $9.50 | $50.25 | $2.75 | $1.22 | $6.10 | $0.51 | 12.14% |
| AMZN | 1 | $182.50 | $184.20 | $182.50 | -$1.70 | $0.00 | $0.00 | $0.00 | 0.00% |
| BAC | 3 | $41.67 | $35.12 | $125.01 | $19.65 | $0.81 | $2.43 | $0.20 | 1.94% |
| BP | 13 | $35.25 | $37.18 | $458.25 | -$25.09 | $1.46 | $18.98 | $1.58 | 4.14% |
| BTI | 1 | $35.16 | $31.31 | $35.16 | $3.85 | $2.52 | $2.52 | $0.21 | 7.17% |
| F | 105 | $11.19 | $13.97 | $1,174.95 | -$291.90 | $0.51 | $53.55 | $4.46 | 4.56% |
| GOLD | 1 | $17.79 | $16.42 | $17.79 | $1.37 | $0.34 | $0.34 | $0.03 | 1.91% |
| GOOG | 0.2 | $168.68 | $185.18 | $33.74 | -$3.30 | $0.68 | $0.14 | $0.01 | 0.40% |
| INTC | 1.3 | $31.35 | $32.38 | $40.76 | -$1.34 | $0.40 | $0.52 | $0.04 | 1.28% |
| JNJ | 0.36 | $160.66 | $154.18 | $57.84 | $2.33 | $4.21 | $1.52 | $0.13 | 2.62% |
| MCD | 1.1 | $252.00 | $256.90 | $277.20 | -$5.39 | $5.67 | $6.24 | $0.52 | 2.25% |
| MPW | 108 | $5.31 | $5.04 | $573.48 | $29.16 | $0.51 | $55.08 | $4.59 | 9.60% |
| MS | 9.32 | $104.19 | $99.73 | $971.05 | $41.57 | $2.89 | $26.93 | $2.24 | 2.77% |
| NFLX | 0.3 | $631.37 | $630.09 | $189.41 | $0.38 | $0.00 | $0.00 | $0.00 | 0.00% |
| NIO | 5 | $4.43 | $5.78 | $22.15 | -$6.75 | $0.00 | $0.00 | $0.00 | 0.00% |
| NVDA | 1.75 | $113.06 | $119.51 | $197.86 | -$11.29 | $0.13 | $0.23 | $0.02 | 0.11% |
| PM | 3 | $113.43 | $100.73 | $340.29 | $38.10 | $4.42 | $13.26 | $1.11 | 3.90% |
| RBLX | 2 | $40.50 | $38.88 | $81.00 | $3.24 | $0.00 | $0.00 | $0.00 | 0.00% |
| SBSW | 3 | $4.29 | $5.34 | $12.87 | -$3.15 | $0.00 | $0.00 | $0.00 | 0.00% |
| SPCE | 6.5 | $7.45 | $46.68 | $48.43 | -$255.00 | $0.00 | $0.00 | $0.00 | 0.00% |
| SWK | 1 | $95.43 | $82.03 | $95.43 | $13.40 | $2.75 | $2.75 | $0.23 | 2.88% |
| TEVA | 4 | $17.10 | $16.68 | $68.40 | $1.68 | $0.00 | $0.00 | $0.00 | 0.00% |
| TLRY | 200 | $1.83 | $2.20 | $366.00 | -$74.00 | $0.00 | $0.00 | $0.00 | 0.00% |
| USB | 1 | $45.46 | $42.49 | $45.46 | $2.97 | $1.66 | $1.66 | $0.14 | 3.65% |
| $5,492.38 | -$515.26 | $192.24 | $16.02 | 3.50% |
Dividend prices are after tax (15%)
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