Portfolio Modifications - 06/24/2025
Oscar.
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 - None.
Option Portfolio - OSCR Jun18'26 $25 Call new position.
Buys.
I am reaching the last pockets of cash with this new position & have only enough for one last now, which will very probably go towards accumulation on Oscar, Nebius, Venture Global or Transmedics as those names are the most interesting ones in my opinion - to attribute liquidity for an option play.
So we’re back almost 100% in the market now that the turbulence in the Middle East is slowing down - for the next months hopefully so we can have this famous blow-off top with no more concerns.
Oscar Jun18'26 $25 Call @ $4.68.
I never talked about Oscar & yet opened a position today 100% based on price action & market momentum.
In terms of fundamentals, the company is selling healthcare insurances leveraging new technologies & got a huge boost lately due to some regulatory changes in the U.S. Medicare system - in the company’s favor. The stock has been a darling of social media for months & history has shown us we have to keep an eye on those darlings as many ended up yielding wonderful returns over the last year. Retail investors are smarter than they look.
I personally do not like the insurance market and have not looked that deep into the company nor its valuation, but some people I trust did & had positive feedback. So my fundamental analysis rests on trust here.
Market sentiment & price action analysis was done by myself though & Oscar is one of those stocks, with a perfect, textbook price action - which doesn’t mean it is 100% certain gains, but that I really love what I see: Broke its downtrend, retested it with a clear double bottom & rising volume & some more strong green candles.
The only thing missing was a retest & it was given today.
The retest was bought really fast though - once again showing strong demand, but it doesn’t mean it is over and we’re only going up. We could have more volatility and I would take advantage of it if the stock were to go lower. I should have shared the plan earlier on this name but forgot about it.
In brief, to be crystal clear: This is a trade, based on some trustworthy feedback & a perfect price action. Sometimes, you don't need more.
Let's see if this is one of those.