Up 5.6%. 2013 Portfolio gain to date
Up 3.5%. 2013 Pfizer stock price gain to date
Up 2.8%. S & P 500 gain to date (1,426 to 1,466)
Note: This portfolio had a steady cost basis of $100,000 from 11/17/04 inception through 6/2/08. From that date through mid-March of 2009, additional funds were invested until the cost basis reached $296,110. The basis has remained steady again since that time.
Note: This portfolio was up by as much as 96K pre-crash on 6/1/07 with the stock closing at $27.68 that day. It was also down as much as 333K on 3/2/09 when the stock closed at $11.66. Gains of 445K from inception were seen on 1/4/13 with the stock at $25.96. Current gains are 445K.
Note: Over time, the leverage factor at these portfolio levels is about 1.6, the lowest since inception. It was designed at the end of 2012 to go up by about 57K per Pfizer point. .
Note: Average annualized gains from inception stands at 11.5% and considers all additional funds needed to margin the naked puts.