Green for the year - open portfolio update

Lets just start with a screenshot of performance:

So we’re green by ~2.5% vs the nasdaq/s&p which are still just slightly red (0.5-1%) for the year. I haven’t made any (!!) trades since my previous update (check it out here), just letting time go by. Every (!!) single position in the portfolio is “on track” to make full profits, for a total of $8k more from where we are today, putting us right at ~$10k gains for the year - even if the market doesn’t go up any more.

Lets just have a look at the portfolio itself:

Portfolio snapshot

So other than the META bull call spread which will expire in June with a value of $8k (in fact lets take those gains off the table - no reason to wait around 22 days for $100 more profit - the risk/reward profile doesn’t make sense - especially in this environment, the rest are short puts which will expire mostly in the next 7 months.

Definitely will be on my radar to add a bit of additional exposure, because why stop at 10% if we still have some time to make more, right? But the timing of this portfolio really was pretty fortunate, and you can see that as the market went down, the portfolio went down less, and then as the market went back up the porftolio went up more, which is precisely my goal of investing via options - to lose less and make more than the market.

I’ll do one more checking at the end of the first half and also update if I make any additional trades, but for now it seems like theres really nothing to do in this portfolio but wait.

Have a great weekend!