2026 Year-to-Date
~$183,685
Total Income
$134,084
Options Income
$49,601
Dividends
Assigned at $35, Dividend Incoming, and a Tax-Smart Covered Call

SCHD assigned at $35 after four rolls, VTI expires worthless by just $0.43, and a deliberate OTM covered call keeps the SCHD dividend at the 15% qualified rate.

Options: $5,545
Dividends: $9,697
SCHD VTI Assignment Tax Strategy
Rolling Up the Wheel — A Month of Tactical Rolls and $34,000 in Premium

Three tactical rolls on SCHD lock in gains early, VTI gets called away for an $11,506 cycle profit, and new September positions go on the same week.

Options: $45,261
Dividends: $4,299
SCHD VTI Rolling Cash-Secured Puts
The Wheel Keeps Spinning — A Big SCHD Cycle Completes and VTI Gets Assigned

VTI assigned at $370, then covered calls sold right back. SCHD called away for a $46,209 total cycle profit. A month of textbook executions.

Options: $11,296
Dividends: $4,410
SCHD VTI Assignment Covered Calls
The Wheel Keeps Turning — A Near-Perfect Expiration and a Big Dividend Month

VTI pinned within a penny of the $370 strike — full premium kept. SCHD assigned back at $32. Then a $12,246 quarterly dividend to close out the month.

Options: $10,130
Dividends: $12,246
SCHD VTI Dividend Assignment
SCHD Up 18% YTD — Should I Chase or Wait?

With $1.55M to deploy and SCHD at all-time highs: buy back in now, or get paid to wait for a pullback? Walking through the decision in real time.

SCHD Cash-Secured Puts Market Timing
The Month Everything Got Called Away

Both SCHD and VTI assigned in the same month. Now sitting on $1.95M in cash, earning money market interest while planning re-entry.

Options: $6,600
Dividends: $0
Assignment Cash Position
I Underperformed the Market by Half This Year — And I'm Fine With It

SCHD is up 13%. I'm up 5.5%. Here's why I'm not changing my strategy — and why total return isn't my game.

Income vs Growth Wheel Strategy SCHD
"Picking Up Pennies in Front of a Steamroller?"

Is selling covered calls on SCHD just picking up pennies? A look at tail risk, the Tasty Trade philosophy, and why income investing isn't the same as premium selling.

Tail Risk Wheel Strategy SCHD
Lessons in Patience (and Impatience)

Low volatility, thin premiums, and a reminder to stick to the plan. Plus: don't sell covered calls for $0.05.

Options: $7,600
Dividends: $0
Low Volatility Lessons Learned
Dividend Season + A Lesson Learned

Collecting quarterly dividends, closing puts early for 50% profit, and transitioning back into shares.

Options: $3,525
Dividends: $16,663
Dividend 50% Rule
Back to Reality

A quieter month after January's fireworks. Low volatility, no dividends, and a reminder that consistency beats intensity.

Options: $12,197
Dividends: $0
Low Volatility Off-Month
Starting the Year Strong

An exceptional month with elevated volatility driving strong premium income. The wheel delivers when markets get nervous.

Options: $31,930
Dividends: $2,286
High Volatility Strong Month

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