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% | 24.46% | |||||
| 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 | $301.35 | $189.69 | $964.32 | $357.31 | $0.85 | $2.72 | $0.23 | 0.28% |
| ARCC | 1 | $18.78 | $18.97 | $18.78 | -$0.19 | $1.63 | $1.63 | $0.14 | 8.68% |
| BAC | 0.1 | $62.16 | $60.65 | $6.22 | $0.15 | $0.95 | $0.10 | $0.01 | 1.53% |
| BMY | 8.5 | $65.10 | $50.15 | $553.35 | $127.08 | $2.10 | $17.85 | $1.49 | 3.23% |
| DB | 26 | $36.74 | $20.62 | $955.24 | $419.12 | $0.98 | $25.48 | $2.12 | 2.67% |
| DOCU | 0.5 | $55.20 | $77.16 | $27.60 | -$10.98 | $0.00 | $0.00 | $0.00 | 0.00% |
| MCD | 4.5 | $269.46 | $307.45 | $1,212.57 | -$170.96 | $5.67 | $25.52 | $2.13 | 2.10% |
| NFLX | 0.8 | $71.50 | $80.96 | $57.20 | -$7.57 | $0.00 | $0.00 | $0.00 | 0.00% |
| NVDA | 103.4 | $199.12 | $111.57 | $20,589.01 | $9,052.67 | $1.00 | $103.40 | $8.62 | 0.50% |
| PFE | 3.5 | $25.02 | $27.01 | $87.57 | -$6.97 | $1.46 | $5.11 | $0.43 | 5.84% |
| PZZA | 0.5 | $29.92 | $32.67 | $14.96 | -$1.38 | $1.56 | $0.78 | $0.07 | 5.21% |
| UBER | 0.5 | $69.93 | $89.00 | $34.97 | -$9.54 | $0.00 | $0.00 | $0.00 | 0.00% |
| WFC | 1 | $86.41 | $82.24 | $86.41 | $4.17 | $1.53 | $1.53 | $0.13 | 1.77% |
| $24,608.19 | $9,752.93 | $184.11 | $15.34 | 0.75% |
last updated July 31 , 2026
Dividend prices are after tax (15%)