EquiFund Account 2020 YTD Return 35.6%  

December 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
11/18
SOXL
Dec 18
365.53
300.00
75.40
290.13
3.36
Called out

Nov 18 ... Semiconductors still just beginning positive cycle.
Dec 18 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
10/18
TNA
Dec 18
50.94
40.00
12.10
38.84
2.94
Called Out

Oct 18 ... Small caps leading the market.
Dec 18 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
10/18
TECL
Dec 18
335.23
270.00
73.00
262.23
2.94
Called Out

Oct 18 ... Tech strong market as usual.
Dec 18 ... Called out to cash.

November 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
11/5
SOXL
Nov 20
328.97
260.00
73.25
255.72
1.63
Called out

Nov 5 ... Semiconductors just beginning positive cycle.
Nov 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
10/15
SWKS
Nov 20
152.53
140.00
16.50
136.03
2.87
Called out

Oct 15 ... Semi stock with 5G connections.
Nov 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
10/15
TNA
Nov 20
37.82
28.00
11.00
26.82
4.35
Called Out

Oct 15 ... Good workable chart.
Nov 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
10/15
TECL
Nov 20
332.90
240.00
102.10
230.80
3.96
Called Out

Oct 15 ... Tech leading the market as usual.
Nov 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
10/8
SOXL
Nov 20
291.23
200.00
97.50
193.73
3.16
Delta

Oct 8 ... Semiconductors just beginning to really work.
Nov 5 ... Out on the Delta ... bought back call for 132.40 ... sold stock for 332.37 ...3.16% gain in 29 days.

October 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/21
AAPL
Oct 16
106.95
100.00
9.90
97.05
3.00
Called Out

Sep 21 ... Apple and tech have been beaten down enough and no earnings.
Oct 16 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/17
TECL
Oct 16
281.55
210.00
79.00
202.55
3.65
Called out

Sep 17 ... Tech have been beaten down enough.
Oct 16 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/17
SOXL
Oct 16
235.92
180.00
63.00
172.92
4.19
Delta

Sep 17 ... Semis have been beaten down enough.
Oct 8 ... Position out on the Delta today with a 4.19% gain

September 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
8/21
DAL
Sep 18
27.56
25.00
3.30
24.26
2.99
Called Out

Aug 21 ... Airlines have been beaten down enough... slow recovery beginning.
Sep 18 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
8/20
SOXL
Sep 18
239.28
190.00
55.00
184.28
1.71
Sold Position

Aug 20 ... Semiconductor sector still working.
Sep 18 ... Not called out, but close ... will sell when profitable.
Sep 23 ... Sold position @ 236.24 for a small gain and back to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
8/20
TECL
Sep 18
307.98
245.00
70.45
237.53
3.12
Called Out

Aug 20 ... Tech is a perennial strong sector right now.
Sep 18 ... Called out to cash.

August 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
7/17
SOXL
Aug 21
208.10
160.00
55.20
152.90
4.60
Called Out

Jul 17 ... Semiconductor sector just beginning to work.
Aug 21... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
7/17
TECL
Aug 21
247.50
210.00
46.50
201.00
4.45
Called Out

Jul 17 ... Tech is still strong, even after pull back.
Aug 21... Called out to cash.

July 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/22
SOXL
JUL 17
183.86
145.00
43.20
140.16
3.41
Called Out

Jun 22 ... Semiconductor sector working.
Jul 17 .... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/10
TECL
JUL 17
230.55
190.00
49.65
180.90
5.00
Called Out

Jun 10 ... Tech is strongest sector again.
Jul 17 ... Called out to cash.


June 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
5/15
TECL
JUN 19
161.16
120.00
46.80
114.36
5.01
Sold Position

May 15 ... Tech is still strongest sector.
Jun 10 ... Bought back call for 109.50 ... sold stock for 229.67 for a better than called out % return.


May 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
4/15
TECL
MAY 15
140.56
110.00
38.00
102.56
7.22
Called Out

Apr 15 ... Tech is strongest sector.
May 15 ... Called out to cash.

March-April 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
2/20
TNA
MAR 20
74.20
69.00
7.00
67.20
1.37
Sold Position

Feb 20 ... Strong market, good strike price.
Mar 20 ... Not stopped out will need to manage.
Mar 25 ... Sold position and bought into SQ as a replacement stock @ 51.16 ... New breakeven is 101.31
Jun 19 ... Bought back the call and sold the SQ stock for a 1.37% gain over 121 days and back to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
2/20
SOXL
MAR 20
307.51
255.00
60.20
247.31
4.40
Sold Position

Feb 20 ... Semiconductors working.
Mar 20 ... Not stopped out will need to manage.
Mar 25 ... Sold position and bought into AMT as a replacement stock @ 194.24 ... New breakeven is 373.37
May 14 ... Sold AMT with a deficit still remaining... bought replacement PYPL @ 142.96 new breakeven 226.20
Sep 4 ... Sold PYPL or 206.90 with deficit <$3,339> still remaining
Sep 11 ...Bought replacement AAPL @ 113.03 ... new breakeven 128.09
Sep 17 ... Bought replacement ZM @ 394.68 ... new breakeven 448.00
Sep 21 ... Sold ZM position for 465.34 for a 4.4% return in 215 days... back to cash finally!

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
2/18
TECL
MAR 20
319.67
285.00
43.20
276.47
3.85
Sold Position

Feb 18 ... Tech is strongest sector.
Mar 20 ... Not stopped out will need to manage.
Mar 25 ... Sold position and bought into NVDA as a replacement stock @ 245.97... New breakeven is 483.78
Aug 20... Sold NVDA position for 494.42 for a 3.85% gain pver 185 days.

February 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
1/21
ERX
FEB 21
15.94
14.50
1.85
14.09
2.71
Sold Position

Jan 21 ... Energy looking mixed.
Jan 31 ... Bought more shares bringing breakeven down to 13.08
Feb 21 ... NOT called out ... need to manage the position.
Mar 9 ... Sold position for 3.75 on oil issues and coronavirus market uncertainty.... position is down 75%.
Mar 19 ... Bought into TSLA as a replacement stock @ 421.79.
Apr 15 ... TSLA is up 76% ... sold position @ 743.80 for a 2.71% gain ... back to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
1/17
TNA
FEB 21
76.45
72.00
6.40
70.05
2.73
Called Out

Jan 17 ... Market over-all positive.
Feb 21 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
1/17
SOXL
FEB 21
301.83
260.00
49.70
252.13
3.07
Called Out

Jan 17 ... Semiconductors just neginning to climb.
Feb 21 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
11/17
TNA
FEB 21
76.45
72.00
6.40
70.05
2.74
Called Out

Jan 17 ... Over-all market very strong.
Feb 21 ... Called out to cash.


January 2020

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/27
EDC
JAN 17
90.46
85.00
7.50
82.96
2.41
Called Out

Dec 27 ... Strike price at breakout support.
Jan 17 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/23
TNA
JAN 17
72.57
68.50
5.40
67.17
1.94
Called Out

Dec 23 ... Strike price at breakout support.
Jan 17 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/18
TECL
JAN 17
229.88
215.00
20.30
209.58
2.56
Called Out

Dec 18 ... Strike price at breakout support.
Jan 17 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/17
SOXL
JAN 17
262.24
230.00
39.00
223.24
2.97
Called Out

Dec 17 ... Strike price at breakout support.
Jan 17 ... Called out to cash.

 

© 2009 OptionsWest