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Portfolio returns – 2022

TRACKER PortfolioStarted with $1,000Ended with $1.000.0% return. There were no trades done in this portfolio. INCOME PortfolioStarted with $60,000Ended with $59,460–0.90% return. There was 1 trade done in this portfolio. TRADING PortfolioStarted with $30,000Ended with $32,0006.67% return. There was 1 trade done in this portfolio. SPECULATION PortfolioStarted with $9,000Ended with $9.000.0% return. There were no …

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Trading Portfolio – Closed – VLO

VLO closed friday at 118.25 which was below our short strike of $125, so we collected the entire premium without needing any adjustments. This trade returned 19% ROI ie $2,000 on a cash layout of $10,500.

Mid-August 2022 Update

SPY is down YTD around 13% excluding dividends. There has been no clear upside during the last 6 months, though we are now seeing some signs that various stocks might be bottoming out. We have remained out of the market. but see an opportunity to enter with some positions soon, especially in the Income portfolio.