The Semiconductor Wheel

Selling cash-secured puts on leading semiconductor companies riding the AI infrastructure wave.

AMD MRVL MU NVDA SMH
+36.5%
Total Return (Oct 2025 – Present)
$68,232
Current NAV
$31
Income YTD
0.1%
Ann. Yield
Win Rate
29.8%
Max Drawdown

Portfolio Summary

Options premium on the high-IV backbone of the tech revolution

MU
$22,801
+128.01%
AMD
$14,434
+44.34%
SMH
$12,129
+21.29%
NVDA
$10,208
+2.08%
MRVL
$9,421
-5.79%
Strategy

This portfolio implements a "wheel strategy" focused on semiconductor equities, combining individual high-growth chip stocks (AMD, NVIDIA, Micron) with sector diversification through the SMH ETF. The approach seeks to capture upside from the semiconductor industry's structural growth while generating income through covered call writing and dividend collection.

Why Semiconductors?

Chips power everything—AI, data centers, EVs, smartphones. This portfolio targets the picks-and-shovels of the tech revolution, generating options premium on high-IV semiconductor names while staying positioned for long-term growth.

$10,000 Investment Growth (2025)

How each holding would perform with equal $10K allocation

No growth data available

Maximum Drawdown Analysis

Protection ratings during market downturns

No drawdown data available

Income Analysis

Annual income on $10K allocation per holding

No income data available

Monthly Returns Heatmap

Month-by-month performance tracking

No monthly returns data available

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