Portfolio Update: Investment and Trading Accounts | +317% Outperformance vs. S&P 500 since 2023
Position size, cost basis, and commentary on each holding regarding the intended holding period and any planned activity
In this post, we will go through my current portfolio holdings across my investment and trading accounts.
I highly recommend checking out the latest Monthly Portfolio and Performance Update below if you have not done so:
Furthermore, I recommend reviewing my investment philosophy posts, which detail the topics and strategies that underpin my process: Investment Philosophy
Please note that this is not financial advice; you must conduct your own due diligence before purchasing any of the assets mentioned. As a reminder, risk management is essential; always employ appropriate position sizing and utilise stop-losses to protect your capital.
Also, at any given time I may or may not own the assets mentioned although any moves will be disclosed in real time on subscriber channels (Discord and Substack). Trades only go on the Discord.
My Current Open Trades in Trading Account:
SNAP: $4.00 Strike ITM LEAPS (Jan 2027 Expiry).
ARM: Current Entry at $159.07. Stop-loss at $151 or trailing with the 10-day EMA.
IREN: Entry at $43.69. Stop is now at Breakeven (B/E) or a break of the 200-day SMA. I booked partial profits at the $47.00 and $48.23 levels yesterday.
