A new CSP position was established today on Company Name (YUM). All prices include IB commissions.
| Criteria | Value |
|---|
| Dividend Champions Status | Challenger |
| Years of Consecutive Dividend Increases | 9 |
| Fair Value Estimate | $70.00 |
| Target Buy Price | $49.00 |
| Target Margin of Safety | 30.00% |
| Actual Buy Price | $57.50 |
| Actual Margin of Safety | 17.86% |
| Date | Stock | Description | Transaction | Status | Stock Investment | Income Generated |
|---|
| 2/5/2013 | YUM | CSP Margin Used | CSP 100 YUM @ 57.50 | | ($5,750.00) | |
| 2/5/2013 | YUM | Initial Put Option | STO 1 Mar13 57.50 Put @ 0.64 | | | $63.93 |
Position Summary
| Cost Basis | ($5,750.00) |
| Income Generated | $63.93 |
| Percent Income Generated | 1.11% |
| Annualized Income Generated | 10.68% |
| Net Profit If Closed | $63.93 |
| Percent Return If Closed | 1.11% |
| Annualized Return If Closed | 10.68% |
| Days Held to Expiration | 38 days |
