Posts by Creator

Changes:KRMN +2.4%TMO +2.0%CCJ +1.9%SATS +1.2%KTOS +1.1%

$RESOLUTION Rebalancing and continuing to move positions from ETFs into companies as geopolitical tensions increase.

Changes:SLV +1.0%USAR +0.2%GEV +0.1%SOXX +0.1%RBLX +0.1%

Reduced position in EL to increase small position to SLV due to supply/demand and restrictions based on geopolitical tension. Will continue to rebalance next week.

Changes:GLD +5.1%SLV +3.3%RKLB +2.3%ASTS +1.2%LRCX +0.1%

Strengthening positions in GLD and SLV primarily by taking some earnings from last 30 days and eliminating weakest performer.

Changes:CRWD +5.0%EL +5.0%TMO +1.9%ETN +1.4%LRCX +1.0%

Continuing to reduce all ETF positions and removed VOO. ETFs to now represent only 30 percent of portfolio. Replaced BUG with CRWD as cyber threats continue.

Changes:SATS +3.0%USAR +0.3%GEV +0.3%SOXX +0.2%CAT +0.2%

Continuing to increase position of SATS from ETF holdings (GRNY and VOO) after acquisition of xAI by SpaceX

Changes:SATS +4.0%USAR +2.0%KRMN +2.0%KTOS +2.2%ASTS +1.4%

Reduced positions in ETF’s (VOO, GRNY, XME, SHLD) and removed UTHR to take small positions in SATS, KRMN and USAR.

Changes:GRNY +12.4%VOO +10.0%XME +8.7%SHLD +7.5%SOXX +6.1%

Reduced KTOS to not exceed total allocation % greater than any ETF and increased position of VOO and SHLD ETFs