YTD Performance of IB Account

Little background before discussing the account. I am helping my oldest son, Ryan, build a shed on his newly acquired property in Albert Canyon, British Columbia.. The property is about 15 miles west of Rodgers Pass National Park in the Rocky Mountains. It receives up to 40 feet of snow a year….a good thing if you love back country ski touring. Building a shed isn’t that tough an assignment…..unless you decide to do it in the Rocky Mountains on a property with no hydro or water. Battery powered skil saw works okay…..but the charge doesn’t very long when you are cutting “rough lumber” (when a 2 x 6 is really 2 inches by 6 inches). The wood is sourced from a local sawmill in Revelstoke. Some of it Douglas fir…..not a lot of fun to nail as the 3 1/2 nails bend about 50% of the time. Cutting the wood with hand saws….another whole experience. Great for conditioning…not so great for productivity.

YTD the IB Account is generating a return of $76,711 or 22.3%. The performance is similar to what the SPY has generated. No complaints….but it would be nice to outperform the SPY as it would be much easier to just buy the index and hold it!

Current positions and profitability of the stock/options and dividends. Overall the current positions are generating a profit of $156,710. The stocks have been held for different time periods.

NIO remains a hard one to figure out. It looks like a good idea…until I establish a position. CFLT has been a nice recent add.

One thought on “YTD Performance of IB Account

  1. Love the shed story. exciting..mind to share some photo?

    WordPress is bit clumsy for commenting without having a WordPress account. Decided to give it a try and shout back on original email.

    Anyhow good luck on your projects!

    On Mon, Sep 13, 2021, 01:48 Investing with Covered Call Options wrote:

    > jefflsmith posted: ” Little background before discussing the account. I am > helping my oldest son, Ryan, build a shed on his newly acquired property in > Albert Canyon, British Columbia.. The property is about 15 miles west of > Rodgers Pass National Park in the Rocky Mountains. ” >

    Like

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