Stock Trades for Week Ending January 21, 2022

by | Jan 23, 2022 | Covered Calls, ETF Investing, Stocks Purchased

I have very little to report this week as my screens provided no stocks to purchase. I had two call options expire on Friday: COP and SCHW. COP closed ITM so my stocks will be assigned. SCHW closed 0.9% OTM and I expect to close the trade profitably as my breakeven is $79.64 and the last trade on Friday was at $89.20.

Closed Covered Call Trades
All the stocks that I recently purchased and set trailing stops on have been sold as the stops were triggered.

Closed Trades


Asset Class Allocations for ETF Investing

My asset allocation model currently has recommended allocations as per the table below.