The following is a list of this week’s new selections. Each week, if conditions warrant, one or more stocks are added to the portfolio with the total never exceeding eight. These stocks have a Market Edge, Long technical Opinion. The stocks and option spreads are added to the portfolio based on Monday’s opening prices. The stocks are removed from the portfolio after four weeks or if either the Market Edge Opinion is downgraded from Long. To access the free booklet that describes the 21st Century Covered Call strategy, click on the Get The Book tab located on the home page.
This Weeks Covered Call – Credit Spread Selections
New Selections: There is one new selection for this week: LULU
Market Edge Opinion:
For reporting purposes, stock positions are closed after four weeks of play or if downgraded by Market Edge.
Current Open 21st Century Covered Call Positions
| The Market Edge – Market Posture: | Bullish | VIX: | 12.65 | Bearish | |||||
| # Of | Stock | S – Call | L – Call | Credit | Best | Week % | Approx. | Approx. | |
| Stock | Weeks | Price | Strike | Strike | Spread | Bet | Return | Div Date | Dividend |
| MSFT | 4 | $97.70 | 97.5 | 99.0 | $0.53 | #N/A | 05/16/18 | $0.42 | |
| UPS | 4 | $118.49 | 118.0 | 120.0 | $0.75 | 2.0 | 0.6% | None | $0.00 |
| MCD | 3 | $165.66 | 165.0 | 167.5 | $1.05 | 1.0 | 0.6% | None | $0.00 |
| ALXN | 2 | $120.95 | 121.0 | 123.0 | $0.90 | 1.0 | 0.7% | 05/17/18 | $0.42 |
| CVX | 2 | $131.00 | 131.0 | 133.0 | $0.68 | 1.0 | 0.5% | None | $0.00 |
| LULU | 1 | $98.26 | 98.0 | 100.0 | $0.88 | 1.0 | 0.9% | None | $0.00 |
| Prices Are Monday’s Opening Prices | |||||||||
| Stocks have strongest Market Edge Power Ratings | |||||||||
| Weekly % Return: The Higher The Better | |||||||||
| Best Bet: The Bigger The Better | |||||||||
| Commissions & Dividends Not Included | |||||||||
The 21st Century Covered Calls Model Portfolio – Track Record
| S&P: | 11/06/17 | 2591.10 | Dollar Profit / Loss = Stock Price Friday- Adjusted Stock Price | ||||||||||
| S&P: | 05/15/18 | 2727.72 | |||||||||||
| Gain/Loss: | 136.62 | Adjusted Stock Price = Open Stock Price – Total Spread Credits | |||||||||||
| S&P % Gain/Loss: | 5.3% | + Total Spread Loss | |||||||||||
| Risk Capital: | $100,000 | ||||||||||||
| CC Total Profit/Loss: | $8,101 | Total Spread Credits = WK #1 – WK #4 Credits | |||||||||||
| CC Total % Return: | 8.1% | ||||||||||||
| # Of Weeks: | 25 | Total Spread Loss = WK #1 – WK #4 Spread Losses | |||||||||||
| CC To S&P Ratio: | 1.5 | To 1 | |||||||||||
| Win % – Adjusted Prices: | 61.2% | *Spread Losses Occur When The Stock Price Friday Closes Above | |||||||||||
| Annualized Return: | 16.9% | The Short Call Strike Price | |||||||||||
| *Transaction Costs & Dividends Not Included | |||||||||||||
| Monday | Open | Total | Total | Adjusted | Stock | Dollar | % | ||||||
| Open | Stock | WK #1 | WK #2 | WK #3 | WK #4 | Spread | Spread | Stock | Close | Price | Profit | Profit | |
| Stock | Date | Price | Credit | Credit | Credit | Credit | Credits | Loss | Price | Date | Friday | Loss | Loss |
| JPM | 11/06/17 | $101.04 | $0.57 | $0.49 | $0.37 | $0.48 | $1.91 | -$2.46 | $101.59 | 12/01/17 | $104.79 | $3.20 | 3.2% |
| MSFT | 11/06/17 | $84.38 | $0.78 | $0.72 | $0.68 | Close | $2.18 | $0.00 | $82.20 | 11/17/17 | $82.40 | $0.20 | 0.2% |
| MO | 11/13/17 | $65.03 | $0.39 | $0.28 | $0.91 | $0.52 | $2.10 | -$2.83 | $65.76 | 12/08/17 | $71.54 | $5.78 | 8.9% |
| DE | 11/13/17 | $131.50 | $0.90 | $1.49 | $0.81 | $0.78 | $3.98 | -$8.00 | $135.52 | 12/08/17 | $151.58 | $16.06 | 12.2% |
| GS | 11/20/17 | $237.30 | $1.46 | $0.81 | Close | Close | $2.27 | -$5.00 | $240.03 | 12/01/17 | $248.95 | $8.92 | 3.8% |
| DFS | 11/20/17 | $65.47 | $0.39 | $1.02 | $0.53 | $0.45 | $2.39 | -$2.79 | $65.87 | 12/15/17 | $74.59 | $8.72 | 13.3% |
| WYNN | 11/20/17 | $156.28 | $1.97 | $1.02 | $1.33 | $0.72 | $5.04 | -$9.46 | $160.70 | 12/15/17 | $166.03 | $5.33 | 3.4% |
| PEP | 11/27/17 | $115.90 | $0.34 | $0.45 | $0.48 | $0.53 | $1.80 | -$1.78 | $115.88 | 12/22/17 | $118.60 | $2.72 | 2.3% |
| PXD | 11/27/17 | $154.10 | $1.80 | $1.85 | $0.92 | $0.78 | $5.35 | -$4.66 | $153.41 | 12/22/17 | $171.12 | $17.71 | 11.5% |
| AAPL | 12/04/17 | $172.04 | $1.37 | $1.02 | $0.78 | $1.02 | $4.19 | -$2.51 | $170.36 | 12/29/17 | $169.23 | -$1.13 | -0.7% |
| HSY | 12/04/17 | $111.01 | $1.01 | $0.71 | $1.18 | $0.23 | $3.13 | -$4.95 | $112.83 | 12/29/17 | $113.51 | $0.68 | 0.6% |
| WBA | 12/11/17 | $71.58 | $0.62 | $0.37 | $0.25 | $0.41 | $1.65 | -$0.44 | $70.37 | 01/05/18 | $72.92 | $2.55 | 3.6% |
| UAL | 12/11/17 | $63.77 | $0.42 | $0.42 | $0.37 | $0.59 | $1.80 | -$1.80 | $63.77 | 01/05/18 | $69.36 | $5.59 | 8.8% |
| EW | 12/18/17 | $114.62 | $0.32 | $0.70 | $0.91 | $0.91 | $2.84 | -$1.71 | $113.49 | 01/19/18 | $123.91 | $10.42 | 9.1% |
| IBM | 12/18/17 | $153.91 | $1.27 | $0.95 | $0.41 | Close | $2.63 | -$0.92 | $152.20 | 01/05/18 | $162.49 | $10.29 | 6.7% |
| LVS | 12/26/17 | $69.86 | $0.28 | $0.37 | Close | Close | $0.65 | -$0.49 | $69.70 | 01/05/18 | $67.92 | -$1.78 | -2.5% |
| DIS | 12/26/17 | $108.55 | $0.23 | $0.36 | $0.70 | $0.76 | $2.05 | -$1.62 | $108.12 | 01/19/18 | $110.59 | $2.47 | 2.3% |
| XOM | 01/02/18 | $83.75 | $0.22 | $0.35 | $0.32 | $0.44 | $1.33 | -$0.17 | $82.59 | 01/26/18 | $89.00 | $6.41 | 7.7% |
| ATHN | 01/02/18 | $133.84 | $0.48 | $0.67 | $0.74 | $1.17 | $3.06 | -$4.90 | $135.68 | 01/26/18 | $131.22 | -$4.46 | -3.3% |
| PG | 01/08/18 | $91.04 | $0.36 | $0.31 | $0.58 | $0.40 | $1.65 | -$0.54 | $89.93 | 02/02/18 | $84.25 | -$5.68 | -6.2% |
| PXD | 01/08/18 | $176.31 | $0.90 | $1.68 | $0.92 | $0.94 | $4.44 | -$2.22 | $174.09 | 02/02/18 | $178.74 | $4.65 | 2.6% |
| T | 01/08/18 | $38.00 | $0.17 | $0.44 | $0.38 | $0.46 | $1.45 | -$1.92 | $38.47 | 02/02/18 | $38.07 | -$0.40 | -1.1% |
| AAL | 01/08/18 | $52.38 | $0.37 | $0.40 | $0.64 | $0.37 | $1.78 | -$0.22 | $50.82 | 02/02/18 | $52.10 | $1.28 | 2.4% |
| WYNN | 01/15/18 | $171.23 | $2.04 | $1.02 | $2.35 | $1.70 | $7.11 | -$5.00 | $169.12 | 02/09/18 | $166.22 | -$2.90 | -1.7% |
| PM | 01/22/18 | $109.06 | $0.80 | $0.40 | $0.32 | $0.91 | $2.43 | -$3.19 | $109.82 | 02/16/18 | $104.31 | -$5.51 | -5.1% |
| ALXN | 01/29/18 | $128.09 | $0.97 | $0.96 | $0.39 | $1.09 | $3.41 | -$2.09 | $126.77 | 02/16/18 | $120.47 | -$6.30 | -4.9% |
| CELG | 01/29/18 | $105.17 | $0.70 | $0.41 | $0.40 | Close | $1.51 | -$1.00 | $104.66 | 02/16/18 | $95.26 | -$9.40 | -8.9% |
| UTX | 02/05/18 | $133.54 | $0.41 | $0.43 | $0.75 | $0.81 | $2.40 | -$3.61 | $134.75 | 03/02/18 | $129.94 | -$4.81 | -3.6% |
| PEP | 02/05/18 | $118.93 | $0.39 | Close | Close | Close | $0.39 | $0.00 | $118.54 | 02/09/18 | $111.18 | -$7.36 | -6.2% |
| GLD | 02/05/18 | $126.72 | $0.44 | Close | Close | Close | $0.44 | $0.00 | $126.28 | 02/09/18 | $124.77 | -$1.51 | -1.2% |
| DECK | 02/12/18 | $94.37 | $0.41 | $0.76 | $0.42 | $0.47 | $2.06 | -$1.00 | $93.31 | 03/02/18 | $97.50 | $4.19 | 4.4% |
| EA | 02/12/18 | $123.71 | $0.90 | $0.38 | $0.37 | $0.92 | $2.57 | -$1.01 | $122.15 | 03/02/18 | $128.49 | $6.34 | 5.1% |
| WDC | 02/12/18 | $82.35 | $0.69 | $0.68 | $0.70 | $0.39 | $2.46 | -$3.00 | $82.89 | 03/02/18 | $99.55 | $16.66 | 20.2% |
| ADSK | 02/26/18 | $115.77 | $0.76 | $1.00 | $1.48 | $0.90 | $4.14 | -$0.28 | $111.91 | 03/16/18 | $128.02 | $16.11 | 13.9% |
| JPM | 02/26/18 | $117.90 | $0.79 | $0.86 | $0.73 | $0.80 | $3.18 | -$0.32 | $115.04 | 03/16/18 | $107.01 | -$8.03 | -6.8% |
| EW | 03/05/18 | $134.56 | $0.90 | $1.12 | $0.82 | $0.58 | $3.42 | -$6.00 | $137.14 | 03/30/18 | $139.52 | $2.38 | 1.8% |
| SWKS | 03/05/18 | $109.14 | $0.67 | $1.20 | $0.80 | $0.75 | $3.42 | -$2.00 | $107.72 | 03/30/18 | $100.26 | -$7.46 | -6.8% |
| AMT | 03/19/18 | $145.93 | $0.65 | $0.60 | $0.74 | $1.20 | $3.19 | -$0.82 | $143.56 | 04/13/18 | $138.90 | -$4.66 | -3.2% |
| VRTX | 03/19/18 | $173.53 | $1.40 | $2.19 | $2.38 | Close | $5.97 | -$0.48 | $168.04 | 04/06/18 | $154.25 | -$13.79 | -7.9% |
| ATHN | 03/26/18 | $140.89 | $0.51 | $1.31 | $0.31 | $0.93 | $3.06 | -$4.07 | $141.90 | 04/20/18 | $146.07 | $4.17 | 3.0% |
| EW | 04/02/18 | $139.12 | $0.75 | $0.83 | $0.82 | $0.79 | $3.19 | $0.00 | $135.93 | 04/27/18 | $129.29 | -$6.64 | -4.8% |
| TLT | 04/09/18 | $120.59 | $0.44 | $0.50 | $0.62 | $0.46 | $2.02 | -$0.89 | $119.46 | 05/11/18 | $118.99 | -$0.47 | -0.4% |
| MSFT | 04/23/18 | $95.52 | $0.92 | $0.60 | $0.55 | $0.53 | $2.60 | -$1.82 | $94.74 | $97.70 | $2.96 | 3.1% | |
| UPS | 04/23/18 | $108.50 | $0.88 | $0.77 | $0.33 | $0.75 | $2.73 | -$4.00 | $109.77 | $115.45 | $5.68 | 5.2% | |
| COF | 04/23/18 | $98.16 | $0.93 | $0.61 | $0.75 | Close | $2.29 | $0.00 | $95.87 | 05/04/18 | $89.06 | -$6.81 | -6.9% |
| MCD | 04/30/18 | $165.05 | $1.20 | $0.75 | $1.05 | $3.00 | -$0.30 | $162.35 | $165.39 | $3.04 | 1.8% | ||
| ALXN | 05/07/18 | $116.87 | $0.93 | $0.90 | $1.83 | -$2.00 | $117.04 | $119.66 | $2.62 | 2.2% | |||
| CVX | 05/07/18 | $127.24 | $0.82 | $0.68 | $1.50 | -$2.00 | $127.74 | $129.84 | $2.10 | 1.7% | |||
| LULU | 05/14/18 | $98.26 | $0.88 | $0.88 | $0.00 | $97.38 | $98.26 | $0.88 | 0.9% | ||||