EquiFund Account 2021 YTD Return 50.2% |
December 2021
Date |
Company |
Exp |
Stock Price |
Strike Price |
Premium |
Spread |
% Return |
STATUS |
11/22 |
TECL |
Dec 17 |
81.66 |
65.00 |
18.60 |
63.06 |
3.06 |
Delta |
Nov 22... Like tech ETF better than small caps in a pull back scenario. |
Date |
Company |
Exp |
Stock Price |
Strike Price |
Premium |
Spread |
% Return |
STATUS |
11/15 |
TNA |
Dec 17 |
105.57 |
88.00 |
20.15 |
85.42 |
0.95 |
Sold Position |
Nov 15... Good strike price. |
Date |
Company |
Exp |
Stock Price |
Strike Price |
Premium |
Spread |
% Return |
STATUS |
11/15 |
SOXL |
Dec 17 |
62.13 |
49.00 |
14.60 |
47.53 |
3.08 |
Delta |
Nov 15... Chip shortage ongoing. |
Date |
Company |
Exp |
Stock Price |
Strike Price |
Premium |
Spread |
% Return |
STATUS |
11/10 |
TSLA |
Dec 17 |
1027.60 |
800.00 |
257.84 |
769.76 |
3.92 |
Delta |
Nov 10... TSLA is still money in the bank. |
November 2021
Date |
Company |
Exp |
Stock Price |
Strike Price |
Premium |
Spread |
% Return |
STATUS |
11/2 |
SOXL |
Nov19 |
51.18 |
46.00 |
6.10 |
45.08 |
2.05 |
Delta |
Nov 2... The chip shortage continues. |
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 |
Called Out |
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 |
3.00 |
Delta |
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 |
2.99 |
Delta |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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.. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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