Performance Updates
 May 2023 Position UpdateOur stock trades continue to do well with 2 in the red, and 12 positive returns from the 14 we're currently holding. We didn't sell any stocks in May, and our current stock trades a... May 31, 2023 - 6:18 pm |
 March 2023 Position UpdateAnother solid month of gains in March, note all prices are as of the close Monday April 3rd since we didn't get the update out on time over the weekend. We are holding 10 lo... April 03, 2023 - 5:08 pm |
 February 2023 Performance UpdateAt the end of Feb 2023, the S&P is up 4.05% YTD, and we've been off to a great start on our stock and option trades. We closed one stock trade in Feb, Kellogg's (K) for an 11.5% gain,... March 01, 2023 - 4:51 pm |
 Jan 2023 UpdateWe are posting our January 2023 stock and option update after the close on Feb 2nd, and things are off to a great start in the new year. Our stock portfolio is 100% long which has worked ... February 02, 2023 - 6:18 pm |
 December 2022 Performance UpdateIt's a wrap on 2022, what a year it's been and who would have thought the first trading week of the year would be the absolute peak, but it was - in fact on the second trading day. ... December 31, 2022 - 7:42 am |
 November 2022 Performance UpdateNovember turned out to be another solid month for our trades. We hold 14 stock positions with one that is negative and 13 positive. We're down on ETNB, but see no reason to ab... November 30, 2022 - 6:52 pm |
 October 2022 PerformanceOctober was a better month for the market than previous two months as the S&P has only hit new lows as the year has progressed. We added two new option trades, didn't close opti... October 31, 2022 - 4:35 pm |
 September 2022 Position SummaryOn the options front this month we closed our Rivian options for a small gain on our short Puts that was better than our smaller loss on the long Calls. We added a new position sell... October 02, 2022 - 8:24 am |
 August 2022 PerformanceThis is one of the first months in a long time, if not maybe ever that we didn't enter into any new trades and only close positions. Overall we remain negative to neutral on the mar... August 31, 2022 - 5:04 pm |
 July 2022 Performance UpdateHere's our end of July update for our stock and option positions. Stocks first, we closed our long time positon in STWD for a gain of 145%<... July 30, 2022 - 11:07 am |
 June 2022 Performance UpdateWe beat the market by miles during June in terms of overall performance, but we saw some declines in our longer term long stock positions, as well as option leap contracts that we are hol... June 30, 2022 - 3:49 pm |
 May 2022 Performance SummaryDuring May we added two new stock positions, closed one position, currently have ten positive trades, and one slightly negative (MDT). May has not been an easy month to find new trades bo... May 31, 2022 - 5:38 pm |
 April 2022 Stock UpdateApril was a great month in terms of overall performance despite the S&P dropping close to 400 points in the month. We closed four long-term positions that we held since 2020 for... April 30, 2022 - 8:05 am |
 March 2022 Position Update - We killed it!The first quarter of 2022 was volatile with the S&P down 5.2% and the VIX spiking above 35, and there's no reason to believe that we're bottoming just yet. In Q1 2022 we sold so... March 31, 2022 - 6:33 pm |
 Feb 2022 Position UpdateWe're holding 17 stock positions currently with 12 that have positive returns and 4 negative and 1 flat. We recently added PTON and VRT, both are near term holds. We're watchi... March 02, 2022 - 9:39 am |
 Jan 2022 Stock PerformanceOur stock picks for the month ending Jan 2022 fared well with the recent market drop, and our longer term positions gave up some gains. We still plan to hold the older positions until we ... January 31, 2022 - 5:44 pm |
 Q1 2021 Stock Performance UpdateMarkets were closed for Good Friday and our Q1 performance numbers are in for our stock and options positions. Currently we have 22 option stock positions, and we closed 15 positions in Q... April 03, 2021 - 12:09 pm |
 2020 Full Year SummaryThe S&P gained 15% in 2020, in a year that saw almost no sideways action in the market. A large draw down in Feb-March was followed by a reversal which continued with a few interrupti... January 06, 2021 - 12:44 pm |
 December 31, 2020 Position SummaryEveryone is glad to put 2020 in the rearview mirror and while we're glad to turn the page on another year, we can't help but be thankful for the solid gains we saw this year. We'll ... January 01, 2021 - 12:47 pm |
 Sept 30, 2020 Position SummaryWe haven't sold a single stock for yet another quarter and the market hit new highs up until September and we're going through a pretty healthy correction right now. While volatilit... October 01, 2020 - 6:02 am |
 Jun 30, 2020 Performance SummaryWe added two new stock positions this quarter and we are solidly in the green across all positions. The market has continued to bounce back surprisingly well from the sell-off in Q1, and ... July 01, 2020 - 4:04 pm |
 March 31, 2020 Performance UpdateWe traded into 8 new stock positions so far in Q1 of 2020, and these are all going to be long-term trades that we anticipate holding at least through the end of the year as we see strong ... March 31, 2020 - 5:09 pm |
 2019 Performance SummaryEnding 2019 we have 3 open stock positions, Apple, Microsoft and Nestle. We have not made many stock trades, but each was profitable and we recently added Nestle which is up only 1.... December 31, 2019 - 6:07 pm |
 Position Update 10/31/2019So far 2019 has been a home run for our trades as we're up on all of our trades and most are over 100%. Here is a snapshot of our closed positions.
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 2016 Performance SummaryThe past year was mostly in an uptrend but we had two rough spots where the market pulled back roughly 10% in January and June. The S&P gained 10% and the Dow gained 13.4% in 2016, an... January 04, 2017 - 11:31 am |
 Year End summary for 2015We've been a little late to post our year end wrap up from 2015, but here it is. We put on a total of 32 trades for the year and made a profit on 21 of them, or 65%. We had 11 trades that... January 18, 2016 - 10:39 am |
 Open Position Update 8/10/15As of right now we only have 3 positions open: August 10, 2015 - 8:55 pm |
 May 28, 2015 - YTD Performance UpdateAs of today May 28th, the S&P 500 is up exactly 3.0% year to date advancing from 2060 to 2121. During this calendar year we have closed and realized gains on 3 positions and have a to... May 28, 2015 - 7:47 pm |
 2014 Performance Summary - Spoiler Alert: We beat the S&P by 20xThe overall market in 2014 was positive, the S&P returned 11.74% and 14.04% if you had reinvested all of your dividends. Not a shabby year by any means considering the increase ... January 03, 2015 - 9:20 am |
 Position Update June 30, 2014This update is for June 30, 2014 and all prices and returns are as of market close on July 7th. The first half of 2014 is in the books, and here are the returns of the ma... July 07, 2014 - 4:19 pm |
 Position Update May 5, 2014 & YTD SummaryThis update will cover January through April 2014, and all numbers are as of market close on May 5, 2014. In summary we have had a great year so far, with realized gains of 670%, an... May 05, 2014 - 4:42 pm |
 Position update December 31, 2013 & YTD SummaryThis will be an update for Dec and all of 2013 since we started publishing our trades (Note: all prices for open positions are as of Jan 7, 2014). For the month o... January 07, 2014 - 10:30 am |
 Position update September 30, 2013September is over, and we're minutes away from a US Government shutdown as the market pulled back 0.60% today on the headlines that Washington couldn't come to terms on a budget deal. &nb... September 30, 2013 - 9:36 pm |
 Position update September 17, 2013As of 9/17/2013 we have 7 positions open, 5 that are profitable and 2 that show sub 6% losses.
September 17, 2013 - 10:28 am |
 Position update August 31, 2013For the month ending August, 2013 we have 8 open positions, and we closed 2 positions in the 2nd half of the month. We let the Bank of America short Puts expire at $0.00, giving us ... September 03, 2013 - 9:56 am |
 Position update August 15, 2013In the short time this site has been live we have shared 11 trades with you, eight of which we closed for profits and three that we are in the money on and still open. We have had n... August 15, 2013 - 10:33 pm |
 Position update July 31, 2013July has been a great month, and hopefully you made some money with us on the trades that we executed. If you didn't, we will have some new trades next week so watch cl... August 01, 2013 - 10:22 am |
 Position update July 9, 2013Through June our positions held up well even amongst the triple digit down days and spike in volatility. We saw the position in LCC dip in the red for a few days, and EW seems to be... July 09, 2013 - 2:20 pm |
 Position update June 16, 2013There is no doubt that it has been a volatile week with events in Japan and the US, and we expect continued volatility for the short term. Despite what you hear Wall Street experts ... June 16, 2013 - 12:15 am |
October 31, 2019 - 9:56 am