Trade breakdown · 7 min
Why I added to my COST position this quarter
A look at unit economics, membership renewal dynamics, and why the recent pullback created a reasonable entry.
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Priya Shah
Verified performance@priyashah
Options educator focused on income strategies, risk-defined spreads and disciplined position sizing.
Defined-risk options incomeOptionsSPYQQQIWM
$39
per month, billed monthly
6,210 subscribers
Total return
+71.30%
Since Jan 2021
Daily change
+0.21%
Monthly change
+2.40%
YTD return
+14.20%
Performance vs benchmarks
Brokerage-verified, normalized to 0% at the start of the selected range.
Annualized return
+15.00%
Max drawdown
-11.80%
Sharpe ratio
1.41
Sortino ratio
1.94
Volatility
10.6%
Win rate
71%
Verified trades
488
Track record
4 yrs
Brokerage active
Jan 2021
Recent content
Subscriber-onlyEducational · 11 min
Capital allocation 101: buybacks vs. dividends
When buybacks actually create value, when they destroy it, and how to evaluate management's track record.
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Strategy · 14 min
Q3 portfolio review and lessons learned
What worked, what didn't, and the framework I use to evaluate position sizing mistakes after the fact.
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Video · 18 min
How I think about position sizing in volatile markets
Walking through a simple risk-budgeting framework that keeps single-name exposure within tolerance.
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For educational purposes only. Not financial advice. MakeBanq is not a broker-dealer, investment adviser, or financial planner. Creator content reflects personal opinions and does not constitute a recommendation to buy, sell, or hold any security. Past performance does not guarantee future results.