Portfolio Modifications - 05/12/2025
Nebius.
I’ve always said that fundamentals, research & convictions matter, but beating the market comes down to execution. That’s what these write-ups will be about.
I will share through them every change in my active portfolio - stocks & options, reasonings & plans, before I even hit the buttons. I won’t update DCAs, I will only share my plans & new/closed positions in these write-ups. You can follow the rest directly on savvytrader.
https://savvytrader.com/wealthyreadingspro/active
I also recently opened a Buy & Hodl portfolio on which I will DCA $4,000 every month & focus on buying the best assets I can at the best possible price, 100% focused on fundamentals & valuation, without any active management.
https://savvytrader.com/wealthyreadingspro/buyandhodl
Keep in mind that both portfolios have completely different goals and I can behave very differently on both for the same name - accumulating in the buy & hodl while selling in the active portfolio for example. Different rules apply.
My goal is to deliver alpha over the long term, not just six months under easy market conditions. If/when proven this content is valuable, it will be shared behind a paywall. No rush, though; it’ll stay free until proven valuable.
So here’s the deal: you get full transparency on my trades, right when I make them. If - and only in that case, it brings real & long-term alpha, it’ll be accessible only for a fee. I believe that’s fair enough, but feel free to provide feedback!
Active Portfolio - No modifications.
Buy & Hodl Portfolio - No modifications.
Option Portfolio - Trimed Nebius Aug15'25 35 Call.
Performance remains pretty strong, mostly thanks to the Alibaba & Hims trades few months ago.
Here is the list of calls I still hold.
Triming.
Nebius Aug15'25 35 Call.
I held those calls under water for long - like many others as you can see above. And I still believe Nebius has lots of potential as shared on the last weekly, even at today’s price. I wouldn’t be surprised if we were to go back to the top of the range, maybe even higher to set a new ATH.
But the position was up more than 100% and with the others on the same name still underwater, refunding it was the safe thing to do. Plenty of performance left if we go higher with the rest of this position & other calls - fundamentals are damn strong. I will continue to trim if it keeps rising as those are pretty big positions.
I was too early, but the diagnostic was the good one. Hopefully keeps going.
“I’m piling more risk on in a risky environment, to be honest. But the rewards could be really good as most of the market participants are turning bearish, and this kind of negativity isn’t usually a sign of a top - on the contrary. Hated rallies are a thing and leaving most behind would be a good thing for a bounce.”
Hence the importance of only buying long term calls.