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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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