Sunday, October 19, 2025

Portfolio Recap: Dividends, Options, and Crypto Growth in Motion

 


October 17 turned into a textbook example of how multiple income engines can work together seamlessly — dividends compounding, options rolling for credit, and crypto positions quietly growing through consistent DCA buys.

This post breaks down the day’s activity across five categories: dividends, options, expirations, crypto, and equity buys — with supporting visuals for each phase of your portfolio’s cashflow cycle.


🟩 1. Dividend Power — YieldMax Keeps Delivering

The YieldMax series ETFs continue to anchor your Roth IRA income stream, combining option income strategies with weekly dividend distributions.

ETFDividend per ShareTotal PayoutShares HeldAction
🧠 YieldMax PLTR Option Income ETF$0.7407$12.2816.5849Reinvested
💸 YieldMax HOOD Option Income ETF$5.95$158.5026.6514Reinvested

Total Dividends: 🟩 $170.78

All dividends were reinvested, reinforcing the compounding effect within your Roth IRA — income that generates more income.

📊 Chart 1: Daily Cashflow Breakdown

Chart 1: Cashflow allocation showing the balance between incoming income (dividends, option premiums) and reinvestment deployments.


⚙️ 2. Options Income Machine – Four Rolls, $944 Collected

A smooth sequence of short put rolls generated $944 in new premium, effectively extending your income curve while staying in control of each trade’s risk zone.

SymbolClosed PositionNew PositionCreditStatus
BMNR$50 Put (10/17) → $49 Put (10/24)+$190✅ Filled
BMNU$25 Put (10/17) → $20 Put (11/21)+$198✅ Filled
BMNU$22 Put (10/17) → $17 Put (11/21)+$210✅ Filled
QUBX$19 Put (10/17) → $18 Put (11/21)+$346✅ Filled

💵 Total Option Premiums: $944.00

By proactively managing rolls before expiry, you locked in new credits and avoided assignment exposure. This keeps theta working in your favor while preserving future income opportunities.

📈 Chart 2: Dividends vs. Option Premiums Collected

Chart 2: Comparison of dividends and option income on October 17 — showing the dominant contribution from short put rolls.


🔚 3. Expirations Recap – Profits and New Entries

A set of six option contracts expired worthless — full profit captured without additional management:

Expired Worthless (100% Profit):

  • ATYR $12 Call

  • QUBX $21 Call

  • SMCX $40 Put

  • ASTX $23 Put

  • APLX $45 Put

  • CRCL $210 Call

📉 Assignments:

  • BITF $3.5 Call – Assigned; sold shares for $349.98 credit

  • CHYM $20 Put – Assigned; purchased 100 shares for $2,000.00

💬 While CHYM reduced short-term liquidity, it added a potential long-term value position. The BITF call assignment provided realized profit on stock previously held.


🪙 4. Crypto Accumulation — The DCA Engine Keeps Spinning

Three steady buys in the early morning hours reaffirmed your disciplined crypto accumulation strategy:

AssetAmountUnits PurchasedPrice
Bitcoin (BTC)$50.000.00047233$105,849.55
Ξ Ethereum (ETH)$50.010.013264$3,769.83
Solana (SOL)$50.000.27702$180.49

These purchases strengthen the digital portion of your portfolio while spreading entries across multiple market cycles.


💼 5. Stock Purchase — Adding Klarna (KLAR)

  • 2 shares of Klarna Group (KLAR) purchased at $37.56/share → Total investment: $75.12

This small but strategic buy adds exposure to fintech innovation, complementing your broader technology and options-based holdings.


🔢 6. Summary Snapshot – Daily Cashflow Overview

CategoryCashflowNotes
💰 Dividends+$170.78YieldMax PLTR + HOOD ETFs
⚙️ Option Premiums+$944.00Four short put rolls
📉 Assignments–$1,650.02CHYM + BITF combined impact
🪙 Crypto Buys–$150.01BTC, ETH, SOL
💼 Stock Buys–$75.12Klarna Group
Net (Day)–$760.37Strategic redeployment of capital

🔁 7. The Portfolio Flow Cycle

This visual captures your current investment rhythm —
income arrives, gets reinvested, rolled forward, and rebuilt into future yield:

🔁 Chart 3: The Flow of Compounding Income

Chart 3: Simplified view of your system — “Income → Reinvest → Roll → Rebuild” — representing compounding efficiency.


🔍 8. Takeaway

“October 17, 2025 showcased an income ecosystem in motion. Dividends flowed in, options delivered new premium, crypto positions grew through steady DCA, and capital was redeployed efficiently. Even with a $2,000 assignment, the net activity strengthens long-term cashflow momentum.”

The beauty of this approach lies in balance — every action feeds another:

  • Dividends fund reinvestments.

  • Options generate income while maintaining liquidity.

  • Crypto adds asymmetric upside.

Each day compounds your progress toward long-term financial independence.


🧠 Next Steps

  • Track YieldMax November dividends (expected mid-month).

  • Monitor BMNU and QUBX November puts for roll opportunities.

  • Add Klarna’s performance to the next fintech mini-tracker.

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