Simply Safe Dividends

Investment Portfolio (Last 12 Months)

Avg position return
−9.6%
Positions
8
Calls
9
In profit
0%

8 positions · 9 calls · entered at the close on the day of the call · marked to 12 Oct 2026 Book rebuilt 12 Oct 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. NWN NYSE Northwest Natural Holding Company Common Stock First call 15 Jun 2026 Avg entry $49.64 Last $47.73 Calls 1 Return −3.8%
  2. UTF NYSE Cohen & Steers Infrastructure Fund, Inc Common Stock First call 03 Sep 2026 Avg entry $26.88 Last $25.74 Calls 2 Return −4.2%
  3. CSWC NASDAQ Capital Southwest Corporation - Common Stock First call 20 Aug 2026 Avg entry $24.68 Last $23.54 Calls 1 Return −4.6%
  4. WEC NYSE WEC Energy Group, Inc. Common Stock First call 15 Jun 2026 Avg entry $114.00 Last $103.74 Calls 1 Return −9.0%
  5. HTD NYSE John Hancock Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest First call 03 Sep 2026 Avg entry $25.18 Last $22.67 Calls 1 Return −10.0%
  6. CAPL NYSE CrossAmerica Partners LP Common Units representing limited partner interests First call 20 Aug 2026 Avg entry $24.00 Last $21.40 Calls 1 Return −10.8%
  7. NNN NYSE NNN REIT, Inc. Common Stock First call 14 Aug 2026 Avg entry $46.00 Last $40.24 Calls 1 Return −12.5%
  8. HRL NYSE Hormel Foods Corporation Common Stock First call 15 Jun 2026 Avg entry $24.58 Last $19.19 Calls 1 Return −21.9%

Sell Recommendations

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

No sell recommendations found in the last 12 months.