06/12/26 Portfolio Update (20.8% YTD vs
$SPY/IWV 8.5%)
Call Spread - 7.2%
TIGR (Calls) - 1.3%
XLF (Calls) - 1.2%
$ENPH (Calls) - 0.9%
$WDAY (Calls) - 0.9%
CPNG (Calls) - 0.5%
$NOW (Calls) - 0.5%
CRWV (Calls) - 0.5%
MITK (Calls) - 0.4%
U (Calls) - 0.2%
OKLO (Calls) - 0.1%
GTLB (Calls) - 0.1%
STNE (Calls) - 0.1%
Technology - 7.0%
$TTMI - 2.3%
$TWLO - 2.1%
AEVA - 1.6%
PATH - 1.0%
Financials - 5.4%
FIGR - 3.6%
RKT - 1.4%
FRMM - 0.3%
Hydrogen - 5.1%
BLDP - 3.3%
BE - 1.9%
Space - 5.0%
IRDM - 3.1%
RDW - 2.0%
Consumer Discretionary - 5.0%
CRSR - 2.7%
STUB - 2.2%
Crypto & Blockchain - 4.7%
BMNR - 2.1%
MSTR - 1.5%
ORBS - 1.1%
Healthcare - 4.4%
UNH - 2.4%
NVO - 2.0%
Consumer Staples - 3.3%
ELF - 1.8%
CELH - 1.5%
Long Call - 3.2%
BMNR (Calls) - 2.2%
FXY (Calls) - 0.6%
DQ (Calls) - 0.5%
Emerging Markets - 3.0%
SE - 2.0%
MELI - 1.0%
Battery - 3.0%
SGML - 2.1%
QS - 0.9%
Nuclear - 3.0%
BWXT - 1.5%
LEU - 1.5%
Solar - 1.7%
NXT - 1.7%
Industrials - 1.1%
PANL - 1.0%
QCLS - 0.1%
Fixed Income - 30.7%
EMLC - 4.0%
SPHY - 4.0%
BIZD - 3.9%
STRC - 3.9%
VWOB - 3.9%
MGRB - 2.1%
FSCO - 1.9%
MAIN - 1.7%
AGNC - 1.7%
OXLC - 1.6%
MFA - 1.0%
FTAIN - 0.9%
JAAA - 0.2%
Mag7 - 7.5%
TSLA - 4.0%
AMZN - 3.6%
Cash: 0.0%
This portfolio blends a substantial fixed-income allocation with targeted exposure to high-conviction growth areas such as hydrogen, space, and select tech names. The structure aims to generate steady income while participating in longer-term secular shifts without taking excessive single-asset risk.
Markets continue to reward selectivity, so the emphasis remains on quality holdings within each theme and disciplined position sizing. Rebalancing will stay measured, focusing on preserving capital and compounding gains as conditions evolve.