February 2025 Report

This will be just a short post as there is really nothing new to add other than I’m back to break even after generating positive results in February. Visa was a big reason for this gain as this sleeping giant has come back to life. Apple and Mastercard generated more modest gains. Constellation Brands stabilized a bit after news that Berkshire Hathaway initiated a stake in the company, but the stock still declined ~ 3% for the month. Overall, I remain cautious with this market and continue to build cash (~10% of portfolio) from premiums generated from selling options. I have no problem sitting on cash yielding ~ 4% while waiting for opportunities to show up.
 
2025 Performance = + 0.11% with the running monthly returns as follows:

January - 2.61%
February + 2.79%