I seeded my son's UTMA account with STRK, Strategy's convertible preferred stock, for its blend of yield, downside protection, and equity-like upside. STRK offers a high-yield income stream, the potential for capital appreciation, and a lower downside risk profile than MSTR, making it a compelling option for a portfolio. Some risks include Bitcoin volatility, capital structure changes, and possible dividend deferral, but STRK sits higher in the capital stack than Strategy's common equity and STRD.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,808 | $1.17M | $1.46M | $292,377.96 | 25.08% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,011 | $299,568.7 | $295,289.82 | -$4,278.88 | -1.43% |
| NA Nizar Araji National Bank Of Canada /FI/ | 33,817 | $3.17M | $2.5M | -$671,179.05 | -21.18% |
| WC Wayne Cohen Sculptor Capita LLP | 20,000 | $1.18M | $1.45M | $272,800 | 23.19% |
Lindsay Voak Greenland Capital Management LP | 193,480 | $13.01M | $14.29M | $1.28M | 9.86% |