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Portfolio Updates

I Concentrated my Portfolio Today With a Few Buys and Sells

I sold $IAUI and $SCHD for a small profit to consolidate into higher growth and income opportunities.

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Bearded Investor
Sep 18, 2026
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Hello fellow investors!

A quick update about my portfolio. I sold IAUI 0.00%↑ and SCHD 0.00%↑ for a few reasons. I bought those ETFs, before I researched GPIQ 0.00%↑ and the 25%/75% option overlay flexibility. This is the preferred method of covered call option overlay as it caps less of the upside of the Nasdaq.

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