Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: J.B.C. who wrote (34767)	9/8/2025 3:47:54 PM
From: J.B.C.	2 Recommendations Recommended By IntoOLEDs Ms. Baby Boomer Read Replies (2) \| Respond to of 34801

I thought I’d share my portfolio, with some notes. This is the matrix that ranks my stocks from my DWA subscription based on Relative Strength. Notes: My only stock that I currently have that is not green in my portfolio is ON, I bought as a BUY/WRITE covered call play. The stock tanked, I was able to buy back the calls at least at a nice profit, and I’m close to a break even point if I sold the stock here considering the call profits. I have DASH, and WOR on Covered writes. The stocks are green and the calls are red, but I have the call premiums in my pocket. I lose the stocks on expiration day for their respective dates of the calls. But I like DASH and may add it again to my portfolio after expiration. MO and SPG are dividend play stocks so I have a bit higher initial investment in those. SPG has been a mediocre performer but with dividend reinvestment It’s still ok. ILCG and MTUM are by far my largest holdings. These are held on a model bases for DWA and changed quarterly based on buying the best relative strength from a diverse basket of ETF’s. The quarterly evaluations are : Nov 1st, Feb 1st, May 1st, Aug 1st. The model return is respectable. Backtested back to 1990 it has proven to be a solid model. In a bullish market, my returns on individual stocks are always better that the model. During downturns I never sell the model position, but I will trim individual equities as necessary. My largest individual stock holding is PLTR. I’ve mentioned this before, I bought this with the intention of writing call against the stock but never was able to. The stock exploded on me. I sold more that enough this year to cover my initial investment. NVDA previously was my largest holdings but I sold off about 75% of my original investment to feel more comfortable with the position. I add SPX, SPXEWI, and MNYMKT to the matrix to evaluate where my investments stand. My goal is to beat those proxies. I no longer hold MSTR but it’s still on my matrix.