Portfolio Modifications - 07/01/2025
Portfolio Consolidation | Venture Global, Oscar & Novo Nordisk.
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 - Strong accumulation on NVO, OSCR & VG.
I added the portfolio’s performance since I opened the account, which I’ll share from now on as individual position returns do not reflect global performance due to position sizing.
That way, you have it all, with the performance extract directly from my broker below.
Buys.
I usually do not send write-ups for accumulations, but I will do it today as the market is having a pullback, at least some sectors, and there might be some panic or lack of convictions around here - which doesn’t mean that I am right, the market could clearly go down, but I am putting my money on a continuation of the bull trends.
The most important bear catalyst I find short-term is the July 9th deadline for tariffs, but it seems that the most important countries now have an understanding - only Canada & Japan seem to resist, which should not impact the entire market, maybe some sectors & I am not involved in those. But this could scare the market if Trump were to go nuclear again.
Besides this, the appetite for risk is still here & is strong, with no better alternatives for liquidity as rates remain very high for real estate and… What’s left? Treasuries, which aren’t that good for internationally involved institutions now that the dollar is in free fall & it pays in a depreciating asset - short-term.
Stocks are the most attractive assets & I continue to believe we’ll go higher as long as consumption doesn’t show clear signs of weakness while the market & participants scream to a new paradigm.
We’re not there.
Oscar.
Some notes on Oscar, which took a dip today because one comparable comapny pulled its forward guidance due to some business uncertainty, which the market applied to Oscar.
As you know, Oscar is a pure price action play for me, and the people I follow who talk about the company tend to say that this is a no-brainer as Oscar doesn’t rely on those products as much as competition - hence they’d be less impacted than competition by the mentioned concerns.
In terms of price action, we were given the perfect retest & I tripled my position size.
I believe this was & still is an opportunity but I am taking big risks on it, based on perfect price action & some fundamental confirmations from sources I trust - which could of course be wrong.
It’s a go big or go home position, exactly like VG & CAVA.
Novo & VG.
Nothing changed for those two narratives so I simply grew the position - significantly for VG & slowly for NVO.
