Steve | Call to Leap

Investment Portfolio (Last 12 Months)

Avg position return
−1.6%
Positions
21
Calls
49
In profit
48%

21 positions · 49 calls · entered at the close on the day of the call · marked to 21 Sep 2026 Book rebuilt 21 Sep 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. V NYSE Visa Inc. First call 26 Apr 2026 Avg entry $315.48 Last $369.95 Calls 3 Return +17.3%
  2. QQQ NASDAQ Invesco QQQ Trust, Series 1 First call 26 Apr 2026 Avg entry $703.51 Last $741.47 Calls 6 Return +5.4%
  3. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 26 Apr 2026 Avg entry $248.63 Last $258.45 Calls 3 Return +3.9%
  4. QQQM NASDAQ Invesco NASDAQ 100 ETF First call 07 Dec 2025 Avg entry $286.20 Last $296.91 Calls 11 Return +3.7%
  5. JEPQ NASDAQ JPMorgan Nasdaq Equity Premium Income ETF First call 19 Jul 2026 Avg entry $58.51 Last $60.24 Calls 1 Return +3.0%
  6. AG NYSE First Majestic Silver Corp. Ordinary Shares (Canada) First call 24 May 2026 Avg entry $19.45 Last $19.84 Calls 1 Return +2.0%
  7. VZ NYSE Verizon Communications Inc. Common Stock First call 02 Aug 2026 Avg entry $46.81 Last $47.68 Calls 1 Return +1.9%
  8. DVY NASDAQ iShares Select Dividend ETF First call 05 Jun 2026 Avg entry $155.40 Last $158.24 Calls 1 Return +1.8%
  9. GOOG NASDAQ Alphabet Inc. - Class C Capital Stock First call 26 Apr 2026 Avg entry $342.32 Last $344.41 Calls 1 Return +0.6%
  10. IXUS NASDAQ iShares Core MSCI Total International Stock ETF First call 10 May 2026 Avg entry $96.02 Last $96.01 Calls 1 Return +0.0%
  11. KO NYSE Coca-Cola Company (The) Common Stock First call 02 Aug 2026 Avg entry $87.59 Last $87.12 Calls 1 Return −0.5%
  12. VXUS NASDAQ Vanguard Total International Stock ETF First call 09 Aug 2026 Avg entry $87.71 Last $85.88 Calls 3 Return −2.1%
  13. BND NASDAQ Vanguard Total Bond Market ETF First call 26 Apr 2026 Avg entry $73.43 Last $71.40 Calls 2 Return −2.8%
  14. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 21 Jun 2026 Avg entry $368.03 Last $354.97 Calls 1 Return −3.5%