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Weekly Investing Review 3/20/21


This week was a slow week for dividends and buys and sells. It was a busy week for options trading, which as you will see didn’t go so well. Let’s check out how things went this week.


I received the following dividends in the Roth IRA:

I received the following dividends in the Traditional IRA:

The total dividends received this week were $15.17 which was reinvested into the accounts.


The only purchase this week was in the Roth IRA. I purchased 0.441 shares of J.P. Morgan Equity Premium Income ETF (JEPI).

I sold no equities this week.

Options Trading

It was a really busy week of options trading for me. Here is the options activity for this week:

The cash secured put on Organigram Holdings (OGI) was assigned at $5 per share for 100 shares. The cash secured put on Mustang Bio (MBIO) was assigned at $5 per share for 100 shares. A covered call on Verizon (VZ) expired out of the money. A cash secured put on Invesco Mortgage (IVR) expired out of the money. A covered call on Mustang Bio (MBIO) expired out of the money. The total premiums received this week came out as a loss, -$32.46.

Account Updates

The Traditional IRA finished the week at $108,867. This is down $345 compared to last week.

I do not know how the 401k fared this week. The website went down for “required maintenance” at 11:59 pm on Friday 3/19/21 and will not be back up until 6:00 am on Monday 3/22/21. This is very annoying that the website will be down all weekend but it is the plan that my company offers so I guess I will just have to deal with it. I would assume that it is down a little bit from the $6,237 it was at last week.

The Roth IRA finished the week at $341. This up $22 over last week but it includes my automatic monthly contribution of $25. This means it was actually down a little bit from last week.

The taxable growth account with M1 Finance finished the week a little over $175. This is down 2.73% or almost $5 over last week. If you would like to check out the positions in this account you can here:

Wrap Up

Outside of the options trading it was a slow week with some minor losses in the accounts over the previous week. The combined total for dividends and options premium was -$17.29. Definitely not a good week as far as earning income for the accounts. This week was the first time I ever rolled an option. It was good to learn how roll options. The stock prices of SCHD and MO ran up quite a bit and caught me off guard. I wound up rolling both of those option contracts for a loss. Maybe I would have been better off allowing those covered calls to be assigned. These are core positions for me and I did not want to lose the shares by having the shares assigned. I will take some time to reevaluate my options strategy. Options can be risky, as I found out this week. I did not expect the share prices of SCHD and MO to run up like the prices did. Overall, I will chalk this up as a good learning lesson for the week.

*Disclaimer – I am not a financial professional. The information shared here should not be considered financial advice. I am just a factory worker sharing my experience as I strive to achieve financial freedom. Before investing or making any financial decision do your own research and due diligence and consider seeking the advice of a financial and/or tax professional.

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If you use the referral links listed above I could receive compensation. Please take the time to read the terms and conditions before signing up.

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