Portfolio Modifications - 06/20/2025
Venture Global, Fluor Corp, Novo Nordisk, Transmedics, Cava & more.
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 change.
Option Portfolio - NVO Jan16'26 $90 Call & CAVA OCT17’25 $95 Call accumulation.
Sells.
FLR Mar20'26 $45 @ $11.3 & VG Jan16'26 $12.5 @ $7.
We had a pretty nice run on both with 99% and 181% returns respectively in less than a month but as usual, swing trades are not meant to be held through thick & thin and I had to take profits eventually, and chose to close the positions entirely.
Both had a really strong run over the last months with VG up 160% since its April bottom, without any breathers…
It will probably go higher in the quarters to come, but I expect the stock to take some time to form a real accumulation range or pullback… It might not, and I’ll be happy for holders then, but I had to take profits.
I’ll keep an eye on both stocks and will open new positions if given the opportunity as both remain great candidates for the next years.
Buys.
Most of the liquidity is waiting for now; I only reattributed 30% or so in two positions.
NVO Jan16'26 $90 Call.
Yes, we are back. I said a few days ago that I would start a new position with the exact same trade if we were to reach $70 or so & that’s where we are, a healthy pullback after a really nice run.
We could either bounce rapidly for another small leg up or build a range between $60 & $80, and I will be there for both cases. Novo Nordisk is a great company, beaten up beyond reason, and it will go higher. The hard part to manage with option calls is the timing as it could take quarters or years to start a new bull trend.
This position is really small, the second smallest on the swing account, and I will slowly build it if we consolidate during the next months or will take profits around $90 if we see another leg up.
CAVA OCT17’25 $95 Call.
I accumulated aggressively CAVA today, following the plan shared a few weeks earlier. Nothing changed in the reasoning.
But the stock continues to go lower with too many bullish divergences to ignore, so I made it one of the biggest positions of the swing portfolio. If a move is coming, it’s going to happen real soon. I’m ready if it does but once again, breaking $70 would mean I would accept my losses and move on.
Plans.
Transmedics.
The stock is finally giving up some gains after a big pump these last weeks, which we enjoyed on the B&H portfolio. We now have to start planning to ride the trend with more aggressive positions.
I didn’t buy any option yet - bought some shares, but I will if we continue to fall with a target around $110. We also have the daily gap waiting to be filled between $98 and $108, which would be a really good opportunity as long as it doesn’t happen with terrible fundamental news.
The plan is as follows:
Price < $130 - Slow shares accumulation.
Price < $115 - First long-term option call position (1 year further minimum).
Price < $100 - Aggressive buying of both shares & option calls.
Others.
I intend to continue my accumulation of KWEB long-term calls and keep a close eye on Dollar Tree, Dollar General, Nebius, and Sea Limited - as shared over the last four portfolio modification write-ups.
I share more than I used to in these write-ups, which can be a bit too much. I’ll let you tell me; The reason is that I thought sharing the plans before - not only the execution, was a better method as it gives you time to read, do your research and make your decisions instead of having the information on the D-day.
Sell puts?
Not too long; please continue sharing!