Welcome | Everything You Need to Know.
Investment Strategies, Portfolios, Important Write-Ups, Watchlist, Buying Price Targets, Detailed Charts, Trade Plans & More.
Here’s your onboarding onto our journey to beat the market & generate wealth.
If you’re seeking clarity to navigate the markets, arguments to control your emotions, clear execution plans to guide your investing or precise, data-driven summaries to save you time, you’ve found the right place. Everything you need is right here.
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This write-up breaks down what you’ll get by subscribing - the content I deliver & the strategies I use to generate alpha, plus my investing plan for each stock I follow - my current watchlist, buy targets & up-to-date charts.
I’ll pin this write-up to my profile & update it regularly for you to always have access to fresh information. You guys can come back whenever you need to find my buying targets, trade setups, must-read write-ups or review my investing strategies, updated with the latest data.
Your journey to outperformance starts here.
Substrack & Objectives.
Here's what you can expect from your subscription - everything is free for now.
In brief, a complete & regular follow-up of the best assets with clear and transparent strategies & trade execution in order to beat the market with confidence.
Few deep macro reviews per year to have a broad idea of the economy’s health or the geopolitical situation & how those could impact the markets. I always invest but am being more cautious in certain conditions & more aggressive in others.
A detailed investment case for every company on my watchlist, including a review of the company's fundamentals, financials & potential in order to know what we own & build convictions. These write-ups are the base of my investing strategies as I only focus on strong fundamentals.
Quaterly earnings detailed review of every company on my watchlist - and some more, in order to control that the investment thesis is progressing.
Portfolio modifications to share my swing & option trades - on the day I execute them, with the detailed reasoning & plans.
Weekly news every Sunday, where I detail the important subjects of the week on the macro, important subjects & companies I follow.
More. Some event reviews, portfolio & performance reviews, clarification on trade or execution, economic principles, or anything I feel like talking about & can bring value to our journey - always centered around investing/economy.
If that feels like something you’d be interested in, you just need to click below.
Everything is free for now as I consider that good content is not enough to deserve monetization, but performance is. Everything will remain free until I prove, through trustworthy tools - SavvyTrader & my option portfolio, that my methods beat the market & I can help you achieve above-average returns.
My content will be monetized through subscriptions once proven valuable.
I have no clarity on when, how nor for how much yet, but most execution content - portfolio management write-ups, SavvyTrader portfolios & buying targets, will very probably be behind a paywall at one point.
Once again, everything is & will remain free until I prove myself. I just want to be as straightforward & transparent as possible on where we are headed.
Important Content.
Portfolios.
I update three different portfolios based on two different strategies.
Buy & Hodl.
DCA portfolio with monthly liquidity injection. Long-term positions on the strongest fundamental assets with a focus on valuation & price action for buying. Trimming on overvaluation or to de-risk, only closing positions if my bull thesis is invalidated.
https://savvytrader.com/wealthyreadingspro/buyandhodl
Active Management.
Fixed starting amount, focused on swing trading on the best possible setups only with options & shares. The shares portfolio is available here.
https://savvytrader.com/wealthyreadingspro/active
The option account is my personal portfolio, here is the actual composition - I share it on every portfolio modification write-ups.
Write Ups.
Here is the important content to understand my actual position & view of the markets which is pretty bearish as I personally expect a recession before end of FY26 & a market correction in the same timeframe.
My Investment Method.
I will try to detail my investment methodology as clearly as I can, but I can resume it in a few words: go big to buy & hold great companies when their stock goes up. There is a huge misconception in investing that falling stocks give great opportunities, I could not disagree more. We make money when our stocks go up, not the contrary, so we should focus on those.
If you prefer visuals.
In words.
Before everything comes macro. I always buy stocks, even in uncertain conditions, but macro impacts the way & the amount I buy or trim. It's important to have a big picture so we are not emotionally impacted during volatile periods.
Focus on fundamentals. I look for strong fundamentals & simple business models. If anything in a company's fundamentals does not please me, I move on. I am binary on the assets I want to own as it is always better to own more of an excellent company than to settle on good companies because “why not”.
Less is more.
Second, valuation. I have a simple framework based on revenue growth, margins and fair multiples to estimate the price of a stock in 2 & 5 years and therefore the best buy price possible to return more than the S&P500 - the optimized cost basis (OCB).
It doesn't mean I cannot buy a stock which price trades above my OCB - again, I love to average my stocks up. It means I need my average position's price, my cost basis, to remain around this value, which I update every quarter with fresh data.
Third, price action. I only buy positive price action. Uptrends or ranges with bottoms set in long timeframesy. I focus on buying the low points of any healthy range & the breakouts/retests of any uptrend - the regions marked as support on my charts.
Here’s a visual with yellow dots being what I consider to be perfect buys.
The black box represents the first higher low after breaking the downtrend, indicating that the market is probably done with the selling so we should start buying the range. Every other purchase is a retest of breakouts - resistance which turn into supports, the best confirmations of bull trends & the best way to average up our position, focused on keeping our average below the OCB.
Why don't I buy downtrends?
Downtrends are the market's way of telling you that something is wrong. Sometimes, the market overreacts but other times it understands things that we don't and price action is the only way to notice it.
If you missed something & bought the downtrend, you will end up owning degrading fundamentals. If the market were wrong, you still could go through quarters or years of underperformance until the market realizes its mistake. You also take the risk that fundamentals degrade during your holding period, and what should have been an overreaction is now a real fundamental issue.
The markets do not care about valuations during downtrends and stocks can go really low, much lower than what analysts’ predictions think. It is 99% of the time better to observe & wait for price action to stabilize than to buy the downtrend and waste liquidity & performance on a falling knife.
Whatever the reasons, I personally see no point in buying a stock which isn't in a clear range or in a bull trend as at the end of the day, our objective is performance. On the other hand, good price action must be rewarded. When the conditions to buy are met, it is important to go big not to miss opportunities.
I see no point in buying downtrends for anyone focused on performance.
In brief, I am very strict with my buying process and not many companies meet all criteria at any point in time. But when they do, I know the conditions are perfect to buy & to buy big.
Watchlist & Buying Prices.
You’ll find below my watchlist with my optimized cost basis for each stock & my buy target based on price action - to average up.
Here’s the color code & some comments.
Green background. Blue chips, continuous accumulation despites price action.
OCB. Optimized Cost Basis - the optimum average price for a long term position.
PA. Price Action.
Fundamentals.
Red - None, as I do not follow companies I do not believe in.
Orange - Some doubts but potential is here.
Green - Strong.
Valuation.
Red - Potential trim.
Orange - Hold & potential buy on PA if average remains below OCB.
Green - Below OCB, potential buy depending on PA.
Price Action.
Red - Downtrend (lower highs & lows in weekly). Not buying.
Orange - Potential downtrend or not enough confirmations.
Green - Healthy range or uptrend.
Updated 06/15/25.
The perfect buys are triple greens (GGG) and good buys are GGY or GYG/GYY as long as the average remains below OCB. This is why I share a buy target for every stock except the red price actions - no point in buying falling knives, as all others are buyable depending on PA & actual positions.
For a concrete example, assuming I have a position at an average of $50 on a stock & an OCB at $75. I would buy shares at $80 or even $100 as long as my cost basis is not above the OCB. This is how we ride uptrends & perform: by averaging our stocks up.
Charts.
And here is a detailed chart for each company I follow.
Bitcoin | BTC.
Blue chip - DCA below OCB no matter the price action with growing purchases if the asset goes lower.
KWEB.
Trading inside accumulation box & suported by a bull trend. Continuous DCA waiting for the $40 breakout with prefered buys on the trendline.
TSM.
Blue chip - DCA below OCB no matter the price action with growing purchases if the asset goes lower.
ASML.
Downtrend with lower lows & potential lower highs. No buying plan until price action is healthier.
Nvidia | NVDA.
Blue chip - DCA below OCB no matter the price action with growing purchases if the asset goes lower.
Arista Network | ANET.
Downtrend with lower lows & potential lower highs. No buying plan until price action is healthier.
AMD.
Downtrend.. No buying plan until PA is healthier.
Nebius | NBIS.
Potential breakout
I already own a position and would grow it with shares & option calls if we were to bounce at $42, transforming the actual resistance into a support.
Palo Alto | PANW.
PA starts to show some weakness with the local bottom at $166 lost in January and a potential tripple top in formation, while the stock is clearly overextended lately with very high multiples - also going with really strong fundamentals.
No buying plans as the stock is too expensive either way & my OCB would require a downtrend. Waiting for more clarity.
Palantir | PLTR.
Blue chip - DCA below OCB no matter the price action with growing purchases if the asset goes lower.
I already own a position with an average sub $20 which will allow me to accumulate the stock on the $70s, as I personally do not believe in the actual breakout above $130. More patience, even for a blue chip.
Google | GOOG.
Lost the bulltrend started early 2023 which is now turning into a resistance as PA was rejected by it mid-May. PA do not give much confidence in the name while the market worries about its fundamentals.
No buying plan. Waiting for more clarity.
META.
Blue chip - DCA below OCB no matter the price action with growing purchases if the asset goes lower.
Tesla | TSLA.
Blue chip - DCA below $300 no matter the price action with growing purchases if the asset goes lower.
Duolingo | DUOL.
Perfect PA since IPO.
Possible accumulation on support retest for those already in. No position for me so I would need to wait to be back below OCB to start one.
Adobe | ADBE.
Downtrend.. No buying plan until PA is healthier.
UBER.
Strong bull trend since late 2022 with a healthy range since early 2024.
Possible accumulation on the actual support retest for those already in. No position for me so I would need to wait to be back below OCB to start one.
GRAB.
First breakout confirmed after a long accumulation range.
Plan to buy on the retest of the actual’s range low or a potential swing trade with we breakout and retest the resistance.
On Running | ONON.
Perfect PA until tariffs risks. I do not consider the bull trend broken on this name as the potential impacts on tariffs are really high - On produces in Asia, and the market worried too much about it. This is more a temporary deviation than a real change in demand, although the risks are still present.
I would continue to accumulate if we were to go below $45 as I have a position in the low thirties & will adapt based on price action.
Alibaba | BABA.
Still playing on the accumulation box breakout while following clear bulltrends with higher lows & higher highs.
I continue to accumulate everytimes we get closer from the bulltrend.
CAVA.
The market finally cleared the overvaluation on this name, bringing it back to more reasonable prices - buyable prices really although I remain cautious with the actual macro environment.
Sea Limited | SE.
Perfect price action.
Potential accumulation or swing trade on the actual support retest at $150.
Netflix | NFLX.
Another perfect price action.
No buying plan, I would need a downtrend to form to come back to my OCB.
Hims & Hers | HIMS.
If volatility had a name.
I expect Hims to go down below $50 and would slowly accumulate the way down if it were to do so as I already own a position with an average below $20.
Transmedics | TMDX.
Another growth stock which got humbled before bouncing back perfectly with a clear double bottom & breakout, which we bought in the B&H portfolio.
Patiently waiting for retests now to start averaging up the position.
Novo Nordisk | NVO.
A long way down since half 2024 for Novo after the GLP-1 frenzy - a good example of why we should not buy downtrends. Price action starts to be positive now, bouncing on a long term support.
I will wait for a double bottom or some breakouts to start buying as we could still go lower, although I personally do not expect it.
Robinhood | HOOD.
Another pretty strong price action although we did break the local bottom during the trade war climax, but the stock bounced really fast afterwards.
No real buying plans on this name as the fundamentals are linked to healthy markets, I would wait for some distress before buying in. Possible accumulation on the retest for those already in.
PayPal | PYPL.
Continuous accumulation range for PayPal after a failed breakout late 2024.
Buyable stock although no one seem to want it…
Shopify | SHOP.
Healthy bullish trendline with lots of volatility but constant higher lows.
Potential buy of the earlier retest, below $90.
Very comprehensive.. Appreciated!
Awesome, that's what I am trying to go for lately as I felt that things were getting a bit messy with my content...
Thanks a lot for all the feedback!