Trade Review: We're on fire!
Trade Review: We're on fire!
Today we're reviewing the trades posted on my last post here under the title "It's time to be a buyer". Again, proving that savvy active management pays dividends... without literal dividends!
We’re certainly making a few bucks! The trades posted in my last “time sensitive trade alert” here on Substack are looking very nice and that’s without Tesla going up much at all. Let’s review those trades quickly - all of the trades shared.
For the YouTube Growth Portfolios (Growth/Growth+):
TSLA Tesla (qty 1) 135 calls [Jan 16, 2026] $78.60 (ask paid) 1.5% position
Now up +9.80% @ $86.30
(long dated, slow moving options)
TSLA Tesla (qty 3) 290 calls [Jan 16, 2026] $24.35 (ask paid) 1.5% position
Now up +18.9% @ $28.95
(long dated, slow moving options)
ENPH Enphase (qty 2) 125 calls [Jan 17, 2025] $21.95 (ask paid) 0.75% position
Now up +42.6% @ $31.30
ENVX Enovix (qty 26) 12.5 calls [January 17, 2025] $2.51 (ask paid) 0.75% position
Now up +51.4% @ $3.80
Buying SYM (Symbotic) 1.50% position $40.49 (shares, not options)
Now up +17.1% @ $47.20
Selling BYON Beyond (up 54%) to fund all of this as the growth portfolio is fully invested.
Separately,
In the “G to a Milly” portfolio (just for fun - if you’re following that series), I’m allocating all cash to a Tesla purchase with Tesla down 13% at the moment!
In the Savvytrader portfolios, I’ve also rotated a few stale items into Tesla to take advantage of the dip here at $180. No reason not to be a buyer at $180. A strong statement but I’ll be shocked in Tesla is not higher in a year.
Tesla +7.5% @ $193.50
Please note, this isn't financial advice; I'm merely sharing my personal investment actions and those made within the portfolios I manage. In line with my strategy, I've been purchasing long-dated call options on Tesla. My intention is to provide an open view of my investment moves—whether Tesla's price dips to $100 or climbs to $300, you'll have transparent insight into where I entered and exited. Today being the $180 mark - though my average cost on common stock is closer to $230.
Happy investing!