Financial Disclaimer: The model portfolio and all trade information presented on this page are for informational and educational purposes only and do not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Please consult a qualified financial advisor before making any investment decisions.
Portfolio Overview
- Growth
- Income
- Innovation
- Speculative
Allocation by Category
Trade Log
Recent portfolio trades with rationale.
Strong AI infrastructure demand continues
Adding to position on pullback. Thesis intact — data center capex cycle accelerating into 2026.
Taking premium on elevated IV
Selling covered call against long position to reduce cost basis. No change to long-term view.
Maintaining position ahead of earnings
Valuation remains attractive. Waiting for clarity on AI monetization before adding.