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 | $1.33M | $162,239.46 | 13.92% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,011 | $299,568.7 | $274,151.85 | -$25,416.85 | -8.48% |
| NA Nizar Araji National Bank Of Canada /FI/ | 33,817 | $3.17M | $2.27M | -$901,134.55 | -28.44% |
Lindsay Voak Greenland Capital Management LP | 193,480 | $13.01M | $13.17M | $160,049.86 | 1.23% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,113 | $93,565.48 | $66,290.28 | -$27,275.2 | -29.15% |