Dividend Growth Forum
Alex Portfolio - changes 2/28-3/31 - Printable Version

+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: My Portfolio (http://DividendGrowthForum.com/forumdisplay.php?fid=14)
+--- Thread: Alex Portfolio - changes 2/28-3/31 (/showthread.php?tid=471)



Alex Portfolio - changes 2/28-3/31 - hendi_alex - 03-31-2014

3/19 Closed AA short put at 19 cents, retaining most of the original contract price
3/24 closed SPH position plus calls at small net loss
3/24 sold 300 CCJ @$20 as short calls were exercised, nice profit realized
3/24 bought 200 NAT @$9.85 as small incremental accumulation
3/24 bought 175 LNCO @$27.05 as initial position, for later transfer to the dividend portfolio
3/26 Closed all but 300 shares of BTU position plus calls at small net loss
3/27 new covered call play, sold 500 AA Oct $13 calls @$1.03

IRA is just a parking spot for HCP, KMI, LNCO, and NAT which will eventually be shifted to the longer term portfolio when funds are available.

$818 in dividends hit the pot

Combined portfolio:
[Image: ScreenShot2014-03-31at100616AM_zpse300d4be.png]

No changes in long term portfolio:
[Image: 9146606_9468bf902ad114ce8abf4725fa4a98b7.png]