FirstEnergy Corp (FE) Called Away

New Year’s Resolution – I am going to try to do a better job at documenting each trade from initiation to the close out – however that is achieved.

As you may recall, I initiated the following trade last Month:

  • Bought: 1000 shares of FE at $29.52
  • Sold: Ten (10) February 19, 2021 Calls
  • Strike Price: $32.00
  • *Premium Collected: $520.00

The 1000 shares were called away on Friday at the $32.00 strike price.

The Good: I made approx. $3,000.00 on the trade in less than two Months. That represents a 10.16% return in less than two Months!

The Bad: I no longer have the shares in my portfolio – the whole point of initiating this trade was to increase my equity holdings.

The Ugly: The stock popped last week when Activist investor Carl Icahn was reported to be looking to buy a stake in the company. I missed out on $2,000.00 of upside – this is why I hate Covered Calls, they limit your upside.

I will be receiving FirstEnergy’s next dividend payment in early March 2021 for $390.00 since I still had the shares when they went ex-dividend – so my final profit was approx. $3,390.00 – but I still feel like I missed out.

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