Here we go, another Wednesday, another weekly breakdown. I am actually starting this on Tuesday because we are going to have another really long day Today and I don’t like trying to do everything I want to do for Wednesday into a few short hours. The snow was getting a little crazy last night, especially around Eastern Chicago / Northern Indiana where I was. I think I drove for about 6.5 hours on unplowed roads going about 40mph the whole time. Our backhaul was 39,000lbs and we were probably a little overweight with all the snow packed onto the truck and trailer, so I wasn’t too worried about losing control. Because of that though, and the just as bad or not worse conditions my partner drove through to get us down to Southern Illinois we are running something like 6 hours behind and our day is just getting started.

Anyway, let’s look at the Taxable. Last weeks Put on EPD expired worthless, total profit was $18 (0.86%) Percentages being  of the money held to secure the Put. This week I sold a $22 Put on EPD for $22. That brings my current monthly options income up to $54 already above January’s $45 with one more week to go.  Not a lot more to say about the Taxable, its small, I’m looking at ways to build it because it can play a vital role in transferring out of the workforce if I use it properly.

In the Options IRA was another EPD Put that expired worthless for a gain of $16.35 (0.78%). Which was good because I was over extended on that, I never did roll it to something safer. KR was also assigned closing out the Buy/Write from last week with a gain of $56.35 (1.68%) only $26.35 came from options. KR is, I believe, going to be the first dividend capture trade, I’ll have to wait a bit for the payout and see if it is working as intended. This week I rolled T (which expired OTM) to this weeks $29 Call for $13.35. I also did a Buy/Write on IP at $49.29 a share and a $49.50 Call which gave me a premium of $33.35. Altogether I gained $46.70 in options premiums for a monthly total of $369.85 which is lagging last months 3rd week of $480.86. I’m a little disappointed in the options income, only because looking at the numbers I would have been okay rolling IBM like I am in the Rollover IRA and would have had much better financial numbers. But, it was a chance to try two different ideas of how to deal with the issue of the large drop in IBM. I think some people would find stretching the date far into the future more attractive than rolling it every week amd potentially taking a loss in a sudden move. 

Wrapping up the review is the Rollover IRA. The Buy/Write on ADM was assigned for a gain of $76.35 (1.41%), $30.35 of that was from options. I dont think I will be seeing any dividends from that but I will update everything if I am wrong. I do believe this weeks Buy/Write on WBA will receive dividends in the future though. I am in at 50.47 a share with a $51 Call and I received $43.35 for that. I also rolled IBM to this weeks $122 Call for another $48.35 giving me $91.70 for the week, $225.10 so far for the month, again lagging Januarys 3rd week of $481.09. The silver lining for the Rollover is that MCY, UNM, and PCBT are all expiring this Friday and I will be selling those off in favor of weekly options picks if they aren’t assigned. I am hoping for a nice little bump in income from that to finish February on a high note. Really, I made money this month, I’m making progress towards the goal, so it’s been a good month.

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