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 (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,287 | $324,877.9 | $263,007.45 | -$61,870.45 | -19.04% |
| SE Sima Elimelech Activest Wealth Management | 205 | $18,798.5 | $12,587 | -$6,211.5 | -33.04% |
Lindsay Voak Greenland Capital Management LP | 71,681 | $5.84M | $4.46M | -$1.39M | -23.73% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,113 | $93,565.48 | $68,872.44 | -$24,693.04 | -26.39% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 4,075 | $342,340.75 | $250,205 | -$92,135.75 | -26.91% |