USA Stock Portfolio 2013 Index

This is the complete listing of stocks and ongoing trades for my USA Stock Model Portfolio for 2013. I update the trades when there is a change. Select the stock’s name to view trades for the year including charts and comments. I started 2013 with $850,000 in capital an increase of  $77084.00 The remaining capital made in 2012 was pulled from my portfolio for other uses.
CURRENT STOCK PORTFOLIO POSITION:
Capital Committed At Start Of 2013:
$850,000.00
Total Capital Now In Use: $950,000.00
Margin Which May Be Required: $180,000.00
Income Earned To Date in 2013: $501,435.50
Annual Percent Return: 58.9%
———————————
Income Breakdown:
Income From Option & Stock Trades: $376,230.50
Income From IWM EFT Trading For Pennies: $22,640.00
Income From SPY PUT Hedge: $102,565.00

STOCKS FOR 2013:

Select a stock name to review the trades for 2013.

AFLAC STOCK (AFL) (Members Trade)
Position Started: Jan 22 2013
Income To Date: $20,284.00
Most Recent Action: Please login to review latest trade details
Review Aflac Stock Trades For 2013
Review all articles about Aflac Stock
Review all Members only articles about Aflac Stock

APPLE STOCK (AAPL STOCK) (Members Trade)
Position Started: Jan 14 2012
Income To Date: $50,057.00
Return To Date: 50%
Most Recent Action: Please login to review latest trade details
Review Apple Stock 2013 Biweekly Put Selling Strategy Trades
Review Apple Stock Articles
Review Members Only Apple Stock Strategy Articles

AT&T STOCK (T STOCK)
Position Started: Jan 6 2011
Income To Date: $28,381.00
Most Recent Action: Dec 18 2013 – (STO) 4 naked puts – options expiry 10JAN14 $33.00 put strike for $.41
Review AT&T Stock Trades for 2013
Review AT&T Stock Trades for 2012
Review AT&T Stock Trades for 2011
Review AT&T Stock Articles
Review Members Only AT&T Stock Strategy Articles

BARRICK GOLD STOCK (ABX STOCK) (Members Trade)
Position Started: Jan 8 2013
Income To Date: $7865.00
Total Return To Date: 31.4%
Most Recent Action: Please login to review latest trade details
Review ABX Stock Trades for 2013
Review all Members articles on Barrick Gold Stock
Review all articles on Barrick Gold Stock

CATERPILLAR STOCK (CAT STOCK) (Members Trade)
Position Started: Jan 2 2013
Income To Date: $21,705.00
Most Recent Action: Please login to review latest trade details
Review Caterpillar Stock Trades for 2013
Review all Members articles on Caterpillar Stock
Review all articles on Caterpillar Stock

CLOROX STOCK (CLX STOCK)
Position Started: March 23 2009
Income To Date: $45,514.00
Most Recent Action: Oct 8 2013 – (STO) Put Selling 5 Naked Puts 16NOV13 $80.00 put strike for $1.55
Review Clorox Stock Trades for 2013
Review Clorox Stock Trades for 2012
Review Clorox Stock Trades for 2011
Review Clorox Stock Trades for 2010
Review Clorox Stock Trades for 2009
Review Clorox Stock Articles Index
Review Members Only Clorox Stock Strategy Articles

COCA COLA STOCK (KO STOCK)
Position Started: May 1 2009
Income To Date: $50,275.50
Most Recent Action: Dec 18 2013 – Sell To Open (STO) Put Selling 10 naked puts 18JAN14 $38.75 put strike for .50
Review Coca Cola Stock Trades for 2013
Review Coca Cola Stock Trades for 2012
Review Coca Cola Stock Trades for 2011
Review Coca Cola Stock Trades for 2010
Review Coca Cola Stock Trades for 2009
Coca Cola Stock Articles Index
Coca Cola Stock Members Strategy Articles

EXXON STOCK (XOM STOCK)
Position Started: March 5 2010
Income To Date: $50,873.00
Most Recent Action: Dec 27 2013 – all trades ended – stock overvalued – now on hold.
Review Exxon Stock Trades For 2013
Review Exxon Stock Trades For 2012
Review Exxon Stock Trades For 2011
Review Exxon Stock Trades For 2010
Review all articles about Exxon Stock
Review all Members only articles about Exxon Stock

FAMILY DOLLAR STOCK (FDO) (members trade)
Position Started: Jan 1 2013
Income To Date: $16,613.00
Return To Date: 18%
Most Recent Action: Please login to review latest trade details
Review Family Dollar Stock  Trades for 2013
Review All Family Dollar Stock Trade Strategy Articles

HOME DEPOT STOCK (HD STOCK) (Members Trade)
This trade is using the Put Selling With Margin Only Strategy
To understand the strategy review these links:
Understanding Put Selling With Margin and the Cash Portfolio (Members Only)
Put Selling For Small Monthly Returns Adds Up To Big Annual Gains
Position Started: November 3 2011
Income To Date: $8817.50
Most Recent Action: Please login to review latest trade details
Review Home Depot Stock Trades for 2013
Review Home Depot Stock Trades for 2012
Home Depot Strategy Articles
Home Depot Stock Members Only Strategy Articles

INTEL STOCK (INTC STOCK)
Position Started: Mar 10 2010
Income To Date: $30,226.75
Most Recent Action: Dec 3 2013 – (STO) Put Selling Intel Stock 5 Naked Puts 18JAN14 $23 Strike for $.54
Review Intel Stock Trades For 2013
Review Intel Stock Trades For 2012
Review Intel Stock Trades For 2011
Review Intel Stock Trades For 2010
Intel Stock Strategy Articles
Intel Stock Articles Index
Intel Stock Members Only Strategy Articles

IWM ETF RUSSELL 2000 (Members Trade)
This is a strategy using the TRADING FOR PENNIES STRATEGY
This trade is ongoing in the Members Only Section
Members can login here / New Members Can Join Here
Position Started: Oct 1 2012
Income In 2013: $20,760.00 (review 2013 Trades)
Income In 2012: $22,284.00 (review 2012 Trades)
Most Recent Action: Select Here To View

JOHNSON & JOHNSON STOCK (JNJ STOCK)
Position Started: Feb 26 2009
Income To Date: $41,051.00
Most Recent Action: Oct 9 2013 – (STO) Put Selling 5 Naked Puts 22NOV13 $85.00 put strike for $1.35
Review Johnson and Johnson Stock Trades for 2013
Review Johnson and Johnson Stock Trades for 2012
Review Johnson and Johnson Stock Trades for 2011
Review Johnson and Johnson Stock Trades for 2010
Review Johnson and Johnson Stock Trades for 2009
Review Johnson and Johnson Stock Strategy Articles
Review Johnson and Johnson Stock Members Strategy Articles
Hide and Seek Covered Calls Strategy For Long-Term Holdings On JNJ Stock

KRAFT FOODS STOCK (KRFT STOCK)
Position Started: October 6 2008
Income To Date: $28,282.00
Most Recent Action: Oct 15 2013 – (STO) Put Selling 5 KRFT Stock Naked Puts 16NOV13 $50.00 put strike for $.55
Review Kraft Foods Stock Trades for 2013
Review Kraft and MDLZ Stock Trades for 2012
Review Kraft Stock Trades For 2011
Review Kraft Stock Trades For 2010
Review Kraft Stock Trades For 2009
Review All Kraft Foods Stock Trade Strategy Articles

McDONALDS STOCK (MCD STOCK)
Position Started: Aug 25 2009
Income To Date: $40961.50
Most Recent Action: Oct 21 2013 – Sold 5 Naked Puts 16NOV13 $92.50 for $.92
Review McDonalds Stock Trades For 2013
Review McDonalds Stock Trades For 2012
Review McDonalds Stock Trades For 2011
Review McDonalds Stock Trades For 2010
Review McDonalds Stock Trades For 2009
Review all articles about McDonalds Stock
Review all Members only articles about McDonalds Stock

MERCK STOCK (MRK)
Position Started:  TRADES BEING UPDATED Please return shortly
Income To Date:
Most Recent Action: Oct 28 2013 – Sold 10 Naked Puts 21DEC13 $44.0o put strike for $0.82

MICROSOFT STOCK (MSFT STOCK)
Position Started: Jul 10 2009
Income To Date: $54,213.10
Most Recent Action: Dec 18 – Sold 15 Naked Puts 18JAN14 $39 put strike for $0.92
Review Microsoft Stock Trades For 2013
Review Microsoft Stock Trades For 2012
Review Microsoft Stock Trades For 2011
Review Microsoft Stock Trades For 2010
Review Microsoft Stock Trades For 2009
Review all articles about Microsoft Stock
Review Microsoft Stock Articles Index
Review all Members only articles about Microsoft Stock

MONDELEZ STOCK (MDLZ STOCK) (Members Trade)
Position Started: Jan 1 2013
Income To Date: $11,215.00
Most Recent Action: Please login to review latest trade details
Review Mondelez Stock Trades for 2013
Review Kraft and MDLZ Stock Trades for 2012
Review All Mondelez Stock Trade Strategy Articles

NUCOR STOCK (NUE STOCK)
Position Started: Dec 11 2009
Income To Date: $38,941.75
Most Recent Action: Oct 10 2013 Put Selling Nucor Stock – Sold 10 Naked Puts 16NOV13 $47 for $0.54
Review Nucor Stock Trades For 2013
Review Nucor Stock Trades For 2012
Review Nucor Stock Trades For 2011
Review Nucor Stock Trades For 2010
Review all articles about Nucor Stock
Review all Members only articles about Nucor Stock

PEPSICO STOCK (PEP STOCK)
Position Started: Feb 11 2009
Income To Date: $49,841.00
Most Recent Action: Oct 10 2013 Put Selling PepsiCo Stock – Sold 5 Naked Puts 16NOV13 $80.00 for $.90
Review PepsiCo Stock Trades For 2013
Review PepsiCo Stock Trades For 2012
Review PepsiCo Stock Trades For 2011
Review PepsiCo Stock Trades For 2010
Review PepsiCo Stock Trades For 2009
Review all articles about PepsiCo Stock
Review all Members only articles about PepsiCo Stock

SPDR S&P 500 ETF -SPY PUT HEDGE – Used To Hedge my Portfolio During Market Downturns
Position Started: Jan 22 2010
Income In 2013: $101675.00
Most Recent Action: select this link to view the most recent trade
The SPY Put is my method of hedging my portfolio against market corrections and bear markets.
Review 2013 Spy Put Options Trades
Review 2012 Spy Put Options Trades
Review 2011 Spy Put Options Trades
Review 2010 Spy Put Options Trades
Review SPY PUT Options Strategy Articles
Understanding Spy Put Hedge Strategy – Part 1
Understanding Spy Put Hedge Strategy – Part 2
Understanding Spy Put Hedge Strategy – Part 3

TARGET STOCK (TGT) (members trade)
Position Started: Feb 27 2013
Income To Date: $8063.00
Review Target Stock Trades for 2013
Reveiw all articles about Target Stock

VISA STOCK (V STOCK) (members trade)
Position Started: Aug 3 2009
Income To Date: $105,200.00
Most Recent Action: select this link to view the most recent trade
Review VISA Stock Trades for 2013 (members only)
Review VISA Stock Trades for 2012

Review VISA Stock Trades For 2011

Review VISA Stock Trades For 2010

Review VISA Stock Trades For 2009

Visa Stock Full Index Of Articles

Review VISA Stock Strategy Articles

Review Visa Stock Members Strategy Articles

YUM STOCK (YUM STOCK)
Position Started: Aug 11 2009
Income To Date: $66,737.25
Most Recent Action: Oct 18 2013 Sold 5 Naked Puts 16NOV13 $65.00 for $.70
Review Yum Stock 2013 Trades
Review Yum Stock 2012 Trades
Review Yum Stock 2011 Trades
Review Yum Stock 2010 Trades
Review Yum Stock 2009 Trades
Yum Stock Articles
Yum Stock Members Strategy Articles

Review Prior Years Portfolios

View USA Stock Portfolio 2012 Index – Return 40.1%

View USA Stock Portfolio 2011 Index – Return 26.8%

View USA Stock Portfolio 2010 Index – Return 29.86%

View USA Stock Portfolio 2009 Index – Return 113.53%

View Canada Stock Portfolio 2009 Index – Return 61.87%

View Retirement Portfolio 2009 Index – Return 65.77%

  • I presently like the trading range in MDLZ but I will have to look more closely at KRFT. Thanks for the advice. I appreciate it.
    Teddi

  • srikant

    I dont notice CAT here which I think you do trade on?

  • I have to update and add Cat stock

  • amy

    KRFT doeesn’t have much of a history since it is a new spin off, but is a shareholder friendly company, and I wish I had bought it for my growth and income portfolio when I bought it for my son. So for those who want low volatility but decent divvy growth, selling puts might get you in at a better price, plus a small monthly premium if you miss it. I doubt the premiums are very high.

  • I trade the international side of Kraft, Mondelez (mdlz) which also pays a nice dividend and has a very good trading range. You could use the color code system for either of the two stocks and trade for probably quite a few years through Put Selling and pick up small quantities of stock here and there. I am not a big believer of simply buy and hold as you are probably aware from all my articles. That said, a strategy of stock and options would definitely work well. Kraft may hold up better in a recession than Mondelez but we won’t know until the next recession.
    Teddi

  • Arik Zahb

    Very Good Teddy!

    but how much is the unrealized open P/L of the stocks that you have in your portfolio (bought or assigned)?

    thanks

    Arik

  • Unrealized gains are a lot higher but I prefer the realized gains. Paper gains are not of much value to my portfolio until cashed out. My returns are actual returns to date. Cash that I have made and is now being reinvested or held back for future trading. That the beauty of my strategies. The gains are realized and not unrealized. Take care and thanks for your question.
    Teddi

  • Arik Zahb

    Thanks Teddi, when I get assigned usually the price of the stock is lower than the original strike price of the put that I sold, and for that reason it will show unrealized loss…

    Also during the life of a naked put/call, it will often show an unrealized loss,

    can you explain me please, how your unrealized gains are a lot higher than the realized gains?

    I really appreciate your help

    all the best

    Ariel

  • Normally during the life of the put it will only show an unrealized loss if the stock should fall leaving the put in the money. I am not sure what you mean by unrealized gains. The unrealized gains I have are primarily stock purchases or assignments that have not yet been sold despite the sold moving higher than my entry price.
    Teddi

  • Bill

    Very nice returns, though it is a small account. Well done.

  • Thanks Bill.