Here we are, the day after Easter. It has been almost 500 days since my first post! Time has flown by... I have built a self-updating Google Sheet to enable more frequent updates with far less effort on my part. Previously, I would painstakingly go through fidelity and manually check everything, which took forever. Now, you can expect one of these updates monthly. Please let me know if you would prefer a different format or have ideas to make it more interesting.
Today’s Standings
There it is, we are sitting at a 52% gain from a flat perspective and 123% annualzied as of today! I do hope I can keep cooking like this!
Things largely look good aside from the Pfizer call, though I did identify it as a tax loss harvesting candidate, so at least there was that. UnitedHealth has come down somewhat, but I believe it will recover and even surpass previous levels with time. There is still a long way to go before the options expire. As for everything else, I am quite content and do not plan to exit early. You can see that I added the cumulative bank trade to the bottom of the chart as “Closed”. Moving forward, I may begin closing out some of these trades. When I do, I will be sure to inform you all. If I say nothing, it means I am personally holding.
Happy Easter, Everyone! I hope anyone reading this has found it insightful and maybe even profited alongside me. I look forward to sharing more posts as I research places to reinvest my banking trade proceeds.
Regards,
S.
Midjourney is a pain sometimes. It will drop letters but otherwise get the image and text you want. I was hoping no one would notice 😉
Thanks for the great site...just want to point out that your graphical image says "Roling" Thunder instead of "Rolling"