Dividend Data

Investment Portfolio (Last 12 Months)

Avg position return
+5.1%
Positions
24
Calls
81
In profit
50%

24 positions · 81 calls · entered at the close on the day of the call · marked to 06 Nov 2026 Book rebuilt 06 Nov 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. ACN NYSE Accenture plc Class A Ordinary Shares (Ireland) First call 23 Jun 2026 Avg entry $127.01 Last $265.16 Calls 3 Return +108.8%
  2. MSFT NASDAQ Microsoft Corporation - Common Stock First call 21 Nov 2025 Avg entry $414.05 Last $535.93 Calls 15 Return +29.4%
  3. INTU NASDAQ Intuit Inc. - Common Stock First call 23 Jun 2026 Avg entry $280.98 Last $354.84 Calls 2 Return +26.3%
  4. CRM NYSE Salesforce, Inc. Common Stock First call 21 Nov 2025 Avg entry $184.71 Last $222.41 Calls 3 Return +20.4%
  5. ADBE NASDAQ Adobe Inc. - Common Stock First call 23 Jun 2026 Avg entry $217.59 Last $246.44 Calls 2 Return +13.3%
  6. META NASDAQ Meta Platforms, Inc. - Class A Common Stock First call 21 Nov 2025 Avg entry $552.84 Last $605.08 Calls 4 Return +9.4%
  7. TSLA NASDAQ Tesla, Inc. - Common Stock First call 23 Jul 2026 Avg entry $319.69 Last $343.69 Calls 2 Return +7.5%
  8. PEP NASDAQ PepsiCo, Inc. - Common Stock First call 25 Jul 2026 Avg entry $137.68 Last $142.71 Calls 6 Return +3.7%
  9. NOW NYSE ServiceNow, Inc. Common Stock First call 23 Jun 2026 Avg entry $100.75 Last $101.97 Calls 2 Return +1.2%
  10. MPLX NYSE MPLX LP Common Units Representing Limited Partner Interests First call 10 May 2026 Avg entry $56.50 Last $56.55 Calls 4 Return +0.1%
  11. ROL NYSE Rollins, Inc. Common Stock First call 23 Jul 2026 Avg entry $39.44 Last $38.76 Calls 1 Return −1.7%
  12. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 31 Jul 2026 Avg entry $271.58 Last $260.21 Calls 1 Return −4.2%
  13. HUBS NYSE HubSpot, Inc. Common Stock First call 27 Jul 2026 Avg entry $223.01 Last $204.96 Calls 1 Return −8.1%
  14. NVDA NASDAQ NVIDIA Corporation - Common Stock First call 07 Jun 2026 Avg entry $198.65 Last $181.60 Calls 4 Return −8.6%
  15. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 19 Jul 2026 Avg entry $341.47 Last $282.57 Calls 8 Return −17.2%
  16. GOOG NASDAQ Alphabet Inc. - Class C Capital Stock First call 23 Jun 2026 Avg entry $346.08 Last $281.74 Calls 1 Return −18.6%
  17. HESM NYSE Hess Midstream LP Class A Representing Limited Partner Interests First call 10 May 2026 Avg entry $39.33 Last $30.30 Calls 12 Return −23.0%