December 29th, 2023 Weekly Options Expiration Results

The Covered Calls Advisor Portfolio had three Covered Calls positions with December 29th, 2023 weekly options expirations.  Fortunately, all three positions closed on their options expiration date yesterday with their equity prices in-the-money, so the Calls expired with no remaining value and the Covered Calls were closed out with the three equities sold at their respective strike prices.  The original position and associated details for each position is as follows:

1. Energy Select Sector SPDR ETF (XLE) -- +2.0% absolute return-on-investment (equivalent to +33.4% annualized return-on-investment) for the 22 days of this investment.  This XLE position had a $79.00 strike price and it closed at $83.80 yesterday.  The original position details are here. 

2. Medtronic PLC (MDT) -- +1.7% absolute return-on-investment (equivalent to +44.0% annualized return-on-investment) for the 14 days of this investment.  This Medtronic position had a $32.00 strike price and it closed at $32.38 yesterday.  The original position details are here.

3. Microsoft Corporation (MSFT) -- +1.5% absolute return-on-investment (equivalent to +61.3% annualized return-on-investment) for the 9 days of this investment.  This Microsoft position had a $372.50 strike price and it closed at $376.04 yesterday.  The original position details are here.

I welcome your questions on any topics related to the Covered Calls investing strategy.  My email address is partlow@cox.net.

Best Wishes to All for a Happy, Healthy, and Prosperous New Year!

Jeff Partlow
The Covered Calls Advisor
partlow@cox.net