Dividend Stock Portfolio Up 25.79% YTD as I Add BAC and Stora Enso Options

As of July 10, 2026, our dividend stock and options portfolio closed at $12,851, gaining 1.24% week over week.

This week, I opened several new positions, despite saying over the past few weeks that I would probably avoid doing so.

I reintroduced Bank of America stock to both the stock and options sides of the portfolio. Today, I also opened a new cash-secured put position in the Finnish forestry company Stora Enso.

You can read more about my reasoning behind both positions here:

• Why I Bought Bank of America Stock After Selling a Cash-Secured Put

• From Clearing Bushes to Selling Stora Enso Put Options: An 11.65% Annualized Trade

On a year-to-date basis, the portfolio is up 25.79%, outperforming both the S&P 500 (+10.37%) and NVIDIA (+11.24%).