Current Portfolio Collateral March 15th 2025 Update
My current portfolio holdings serve as collateral for buying power to sell options.
21% Liquid Investments
- 77% SGOV (1 year total return 5.0%)
- 23% Cash
79% Equity Investments
- 41% SPY (1 year total return +11.5%)
- 20% AAPL (1 year total return +24.3%)
- 13% VT (1 year total return +10.4%)
- 12% IWM (1 year total return +1.4%)
- 12% BRK.B (1 year total return +26.1%)
- 2% QQQM (1 year total return +11.3%)
* total return numbers obtained from Investing.com - last updated Mar 15th
- This 79/21 portfolio provides a 1 year total return of +14.63%
- Including Options, my 1 year total return is +18.15%
I am using my options premiums to add to my SPY/VT/IWM/QQQM/SGOV positions.
This is a hobby portfolio and is kept at a separate broker from my retirement and long term stock holdings. This account trades naked puts and calls at times. PLEASE USE CAUTION WHEN USING MARGIN.
This content is for informational purposes only, nothing in this post constitutes professional and/or financial advice.
