InfluAlpha

Dividendology

Investment Portfolio (Last 12 Months)

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Avg position return
+1.0%
Positions
28
Calls
57
In profit
50%

28 positions · 57 calls · entered at the close on the day of the call · marked to 10 Oct 2026 Book rebuilt 09 Oct 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. META NASDAQ Meta Platforms, Inc. - Class A Common Stock First call 29 Jul 2026 Avg entry $583.87 Last $718.67 Calls 3 Return +23.1%
  2. MSFT NASDAQ Microsoft Corporation - Common Stock First call 30 Jul 2026 Avg entry $473.74 Last $535.07 Calls 2 Return +12.9%
  3. TXN NASDAQ Texas Instruments Incorporated - Common Stock First call 01 Sep 2026 Avg entry $253.34 Last $283.74 Calls 1 Return +12.0%
  4. VZ NYSE Verizon Communications Inc. Common Stock First call 21 Jul 2026 Avg entry $43.78 Last $46.35 Calls 1 Return +5.9%
  5. MO NYSE Altria Group, Inc. First call 05 Aug 2026 Avg entry $68.47 Last $71.68 Calls 2 Return +4.7%
  6. JEPQ NASDAQ JPMorgan Nasdaq Equity Premium Income ETF First call 17 Jul 2026 Avg entry $58.51 Last $61.09 Calls 1 Return +4.4%
  7. GPIQ NASDAQ Goldman Sachs Nasdaq-100 Premium Income ETF First call 17 Jul 2026 Avg entry $55.98 Last $58.19 Calls 2 Return +3.9%
  8. ASML NASDAQ ASML Holding N.V. - New York Registry Shares First call 05 Aug 2026 Avg entry $1,713.40 Last $1,780.34 Calls 5 Return +3.9%
  9. QQQI NASDAQ NEOS Nasdaq 100 High Income ETF First call 17 Jul 2026 Avg entry $54.21 Last $56.27 Calls 2 Return +3.8%
  10. V NYSE Visa Inc. First call 14 Aug 2026 Avg entry $374.03 Last $385.45 Calls 2 Return +3.1%
  11. MA NYSE Mastercard Incorporated Common Stock First call 14 Aug 2026 Avg entry $578.72 Last $589.14 Calls 2 Return +1.8%
  12. ICE NYSE Intercontinental Exchange Inc. Common Stock First call 14 Aug 2026 Avg entry $154.73 Last $156.19 Calls 1 Return +0.9%
  13. KO NYSE Coca-Cola Company (The) Common Stock First call 28 Jul 2026 Avg entry $88.27 Last $88.05 Calls 1 Return −0.2%
  14. AVGO NASDAQ Broadcom Inc. - Common Stock First call 05 Aug 2026 Avg entry $369.13 Last $361.54 Calls 7 Return −2.1%
  15. ARCC NASDAQ Ares Capital Corporation - Closed End Fund First call 03 Aug 2026 Avg entry $19.17 Last $18.74 Calls 1 Return −2.2%
  16. WES NYSE Western Midstream Partners, LP Common Units Representing Limited Partner Interests First call 21 Jul 2026 Avg entry $47.05 Last $45.62 Calls 3 Return −3.0%
  17. ET NYSE Energy Transfer LP Common Units First call 27 Aug 2026 Avg entry $21.38 Last $20.62 Calls 1 Return −3.6%
  18. HTGC NYSE Hercules Capital, Inc. Common Stock First call 21 Aug 2026 Avg entry $17.13 Last $16.51 Calls 1 Return −3.6%
  19. MPLX NYSE MPLX LP Common Units Representing Limited Partner Interests First call 03 Aug 2026 Avg entry $59.18 Last $56.30 Calls 4 Return −4.9%
  20. SPGI NYSE S&P Global Inc. Common Stock First call 14 Aug 2026 Avg entry $429.00 Last $407.82 Calls 3 Return −4.9%
  21. EPD NYSE Enterprise Products Partners L.P. Common Stock First call 05 Aug 2026 Avg entry $38.39 Last $36.08 Calls 2 Return −6.0%
  22. SNDK NASDAQ Sandisk Corporation - Common Stock When-Issued First call 08 Sep 2026 Avg entry $1,737.99 Last $1,581.82 Calls 1 Return −9.0%
  23. MCD NYSE McDonald's Corporation Common Stock First call 23 Jul 2026 Avg entry $262.80 Last $235.23 Calls 1 Return −10.5%
  24. T NYSE AT&T Inc. First call 21 Aug 2026 Avg entry $25.31 Last $22.18 Calls 1 Return −12.4%
  25. VICI NYSE VICI Properties Inc. Common Stock First call 03 Aug 2026 Avg entry $26.53 Last $22.88 Calls 2 Return −13.8%

Sell Recommendations

Stocks recommended for sale in the last 12 months A sell gains when the price falls

  1. LEVI NYSE Levi Strauss & Co Class A Common Stock First call 14 Jul 2026 Avg entry $23.79 Last $18.70 Calls 1 Return +21.4%
  2. PEP NASDAQ PepsiCo, Inc. - Common Stock First call 22 Jul 2026 Avg entry $138.87 Last $125.97 Calls 3 Return +9.3%
  3. PFE NYSE Pfizer, Inc. Common Stock First call 11 Aug 2026 Avg entry $26.62 Last $28.28 Calls 1 Return −6.2%

Understand these figures or report an error: Methodology Corrections policy