EquiFund Account 2021 YTD Return 39.8%  

November 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/19
TSLA
Nov19
864.94
800.00
85.88
779.06
2.68
Active

Sep 19... TSLA is money in the bank.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/18
TECL
Nov19
63.86
55.00
10.50
53.36
3.06
Active

Sep 18... Tech is still king of the market.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/18
SOXL
Nov19
42.16
36.00
7.25
34.91
3.10
Active

Sep 18... The chip shortage continues.


October 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/15
SOXL
Oct15
47.18
39.00
9.30
37.88
2.94
Called Out

Sep 15... The chip shortage continues.
Oct 15 ... Called out to cash

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/13
TSLA
Oct15
716.52
640.00
96.19
630.22
3.16
Called Out

Sep 13... The best stock in the market.
Oct 15 ... Called out to cash

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
9/10
TECL
Oct15
66.49
57.00
11.20
55.29
3.08
Called Out

Sep 10... The best sector in the market.
Oct 15 ... Called out to cash

September 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
8/24
SOXL
Sep17
43.97
67.00
7.90
36.07
2.56
Called Out

Aug 24... The still a working sector.
Sep 17 ... Called out to cash

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
8/18
TECL
Sep17
62.50
56.00
8.15
54.36
3.02
Called Out

Aug 18... The perenial strong sector in this century.
Sep 17 ... Called out to cash

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
8/17
TSLA
Sep17
649.82
560.00
110.15
539.67
3.76
Called Out

Aug 17... Would not mind owning TSLA @ 560 level.
Sep 17 ... Called out to cash


August 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
7/13
TSLA
Aug20
679.83
600.00
99.28
580.55
3.34
Called Out

Jul 13... Still would not mind owning TSLA @ 600 level.
Aug 20 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
7/14
SOXL
Aug20
42.04
34.00
9.07
32.97
3.10
Called Out

Jul 14... Semi's still in a world wide shortage..
Aug 20 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/15
TNA
Jul16
97.86
85.00
15.40
82.46
6.93
Sold Stock

Jun 15... Still a shortage of semiconductor chips world wide.
Jul 16 ... Not called out
Jul 19 ... Sold Aug Wk3 80.00 call for 5.05 ... new break even 77.44 ... 3.11%
Aug 20... NOT called out ... need to manage.
Aug 23 ... Sold stock for 83.15 for 6.93% gain.


July 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/28
TSLA
Jul16
686.59
600.00
95.90
590.69
1.54
Sold Position

Jun 28... Would not mind owning TSLA @ 600 level.
Jul 14 ... Bought back the call 54.14 and sold stock @ 654.00 for 1.54% gain in 17 days.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/17
TECL
Jul16
50.25
42.00
9.25
40.85
2.57
Sold Position

Jun 17... Tech is working on good days in the market.
Jun 28 ... Bought back the call for 12.75 ... sold stock for 54.66 for a 2.57% gain in 12 days.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/16
TECL
Jul16
48.05
39.00
10.30
37.75
2.70
Sold Position

Jun 16... Tech is working on good days in the market.
Jun 17 ... Bought back call for 12.05 ... sold stock for 50.83 for a 2.70% gain in 1 day.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/15
TNA
Jul16
97.86
85.00
15.40
82.46
0.00
Not Called Out

Jun 15... Still a shortage of semiconductor chips world wide.
Jul 16 ... Not called out

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/15
SOXL
Jul16
40.25
32.00
9.10
31.15
2.66
Sold Position

Jun 15... Still a shortage of semiconductor chips world wide.
Jul 12 ... Bought back call for 11.10 and sold stock for 43.09 for a 2.66% gain in 28 days.

June 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
6/2
TECL
Jun18
45.56
40.00
6.10
39.43
1.39
Delta

Jun 2... Economy is opening up.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
5/21
TNA
Jun18
87.55
70.00
19.60
67.95
2.99
Called Out

May 21... Economy is opening up.
Jun 18 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
5/21
SOXL
Jun18
34.11
24.00
10.80
23.31
2.88
Delta

May 21... Semiconductors still in a shortage world wide.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
5/19
ERX
Jun 18
26.46
22.00
5.15
31.21
3.13
Sold Position

May 19... Energy prices rising.
Jun 2 ... ERX jumped... was able to buy back the call for 7.70... sell stock for 29.69 ... out in 16 days with a 3.13% gain.


May 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
4/16
SOXL
May 21
42.57
33.00
10.57
32.00
3.09
Called Out

Apr 16... Semiconductors still in a shortage world wide.
May 21 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
4/16
TNA
May 21
89.10
70.00
21.10
68.00
2.91
Called Out

Apr 16... Small caps still working.
May 21 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
4/16
TECL
May 21
51.34
44.00
8.66
42.68
2.82
Sold Position

Apr 16... Tech back in favor.
May 21 ... Bought back call for 0.15 cents and sold stock for 44.05 ... 2.82% gain.


April 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
3/17
SOXL
Apr 16
38.42
29.00
10.40
28.02
3.46
Called Out

Mar 17... Semiconductors still in a shortage world wide.
Apr 16 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
3/17
TNA
Apr 16
103.63
70.00
35.90
67.73
3.32
Called Out

Mar 17... Small caps still working.
Apr 16 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
3/17
FAS
Apr 16
92.26
80.00
14.80
77.76
3.24
Called Out

Mar 17... Financials back in favor.
Apr 16 ... Called out to cash.

March 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
2/16
SOXL
Mar 19
691.80
520.00
190.10
501.70
3.04
Sold Position

Feb 16... Semiconductors still just beginning positive cycle.
Mar 19 ... Bought back the call for 1.00 ... sold stock for 518.10.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
2/16
TNA
Mar 19
98.77
75.00
26.70
72.07
4.00
Called Out

Feb 16... Small caps leading the market.
Mar 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
2/16
TECL
Mar 19
477.72
395.00
96.45
381.27
1.52
Sold Position

Feb 16... Tech strong market as usual.
Mar 19 ... Bought back call for 1.00... sold stock for 388.20.

February 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
1/14
SOXL
Feb 19
603.88
450.00
168.60
435.28
3.35
Called Out

Jan 14... Semiconductors still just beginning positive cycle.
Jan 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
1/14
TNA
Feb 19
85.63
65.00
22.78
62.85
3.38
Called Out

Jan 14... Small caps leading the market.
Jan 19 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
1/14
TECL
Feb 19
399.87
320.00
91.90
307.97
3.86
Called Out

Jan 14... Tech strong market as usual.
Jan 19 ... Called out to cash.

January 2021

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/16
SOXL
Jan 15
455.50
350.00
114.00
341.50
2.45
Called Out

Dec 16 ... Semiconductors still just beginning positive cycle.
Jan 15 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/16
TNA
Jan 15
64.71
50.00
15.95
48.76
2.51
Called Out

Dec 16... Small caps leading the market.
Jan 15 ... Called out to cash.

Date
Company
Exp
Stock Price
Strike Price
Premium
Spread
% Return
STATUS
12/16
TECL
Jan 15
383.11
310.00
82.30
300.81
3.015
Called Out

Dec 16... Tech strong market as usual.
Jan 15 ... Called out to cash.

 

 

 

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