USA Stock Portfolio 2013 Index

USA Stock Portfolio for 2013

2013 built on advancement in stocks from 2012. My portfolio ended this year with a staggering 58.9% return. With the market rallying higher throughout the year despite a few pullbacks along the way, 2013 saw Put Selling and the Bollinger Bands Strategy Trade provide a constant and consistent stream of revenue. By the end of the year my portfolio of $850,000 had grown to $1.35 million.

This is the complete listing of stocks and trades done in my USA Stock Portfolio for 2013.

I started 2013 with $850,000 in capital an increase of  $77,084.00 The remaining capital made in 2012 was pulled from my portfolio for other uses and to fund other portfolios.

Select the stock’s name to view trades for the year including charts and comments.


CURRENT STOCK PORTFOLIO POSITION:
Capital Committed At Start Of 2013:
$850,000.00
Total Capital Used: $950,000.00
Margin That Was Required: $180,000.00
Income Earned 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:

These are samples from the 2013 Portfolio. The full portfolio is available to FullyInformed Members only.

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

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

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

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

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


What you have reviewed are samples from the full portfolio for 2013. The full portfolio for 2013 is available for FullyInformed Members only.

The full review of the USA Stock Portfolio for 2013 is for members only. .

USA Stock Portfolio for 2013



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.