Posts by Creator

Changes:EWY +2.5%AMZN +0.5%INTC +0.5%DECK +0.4%TM +0.3%

$ATARAXIA cutting gold completely, cutting some of silver, and cutting PayPal after their earnings… going to add EWY for exposure to SK Hynix and Samsung for memory/storage play

Changes:WYFI +3.0%CRML +1.2%ORCL +0.8%MRVL +0.7%NVO +0.6%

taking profits off our silver, gold, and a couple of our South American companies. I’m going to add Whitefyber and CRML here.

Changes:SLV +1.9%SUZ +0.2%LULU +0.1%MRVL +0.1%TGT +0.1%

no point in holding MSOS anymore then, nothing ever happens with Trump. instead of an order to change, it is an order to expedite the change.

Changes:SLV +1.0%GLD +1.0%MSOS +0.2%LULU +0.1%MGA +0.1%

adding a silver and gold position here in order for us to build cash and buffer for a buying opportunity during the coming rebalances throughout 2026

Changes:MSOS +2.0%TM +0.2%MGA +0.1%DECK +0.1%CX +0.1%

I’d like to add MSOS here. I believe that the schedule III rescheduling will be huge and there is so much return to be had. this ETF is down so much since it originally came out. I believe this will be huge for us in 2026.

Changes:ORCL +3.2%GTLB +1.9%CX +1.4%INTC +1.1%XYZ +1.0%

made our picks for 2026, were going to go in with a total of 36 positions, set at equal weight to be rebalanced every quarter moving forward. have a happy holidays

Changes:GTLB +1.0%BAH +0.2%BWXT +0.1%MRVL +0.1%TM 0.0%

Adding Gitlab here, seems like another contender for our final list for next year.

Changes:ESLT +1.0%MRVL +0.2%DECK +0.2%FISV +0.1%HPQ +0.1%

I’m liking what I’m seeing, so I’ll be cutting profit from INTC and adding in Elbit. one more week till final rebalancing for 2026!

Changes:CX +1.4%MRVL +0.1%TGT +0.1%BCS +0.1%NVO +0.1%

adding CX here. going to do my Final Cut and rebalance on December 19th for my picks for 2026. after that I will rebalance quarterly to equal weight.

Changes:FISV +2.0%DAL +0.2%LULU +0.1%HPQ +0.1%DECK +0.1%

adding fiserv here. taking profits early from our winners so far. still going to trim this down to 30 eventually. just adding it as a prospect for next year.