My Roth IRA is 72% Oscar Health. What do you think?
Also that’s not 20% cash they are $18C Jan 2026 on Oscar Health. 😆
Should I take some gains off the table now that I’m beating the index year over year?
Terrible earnings today…anything left in the tank here for $HIMS??
Ok Taco is back over 60k and it’s been a while since we’ve done one of these…let me know what you rate my portfolio. Allocations in second screenshot.
My portfolio has been ripping thanks to Oscar Health putting on +70% this month. Feels good.
Ethereum is still keeping a lid on my portfolio but if that goes too I’m on a one way rocket to $100k.
My WhiteFiber position was up another 50% so I decided to sell some $17.5C against it last week expiring this week for around $300 in premium. Apparently, that wasn’t enough percents though cause it’s up another 30% and I’m now underwater on those. Still one week to expiry so we’ll see if I get called away on those.
If I get called away on WYFI I’m really not too concerned. I’ve worked the position for around $1k in premium sold which is about 30% of my cost basis and I’ll be called away in profit.
Anyways, only time will tell and I’m a lot happier about my current position.
Let me know what you rate my portfolio! 🫡 📈
Cloudflare was bussin’ today…can this run continue and why?
A lot of people talking about this name rn as a winner in the AI space. What do you think?
Massive earnings beat today. Are you buying Google?
My portfolio has been on a tear these last few weeks largely due to the price action with ETH and Oscar Health performing well.
This has been my best month since the October 10th sell off and needless to say I needed it.
I haven’t bought anything recently besides the $10 SNAP LEAPs in my last update. You can see my recently verified transactions from Tradure in the third screenshot and follow my trades in real time there.
Oscar Health earnings are coming up in 10 days so I am expecting some volatility in my portfolio around this event.
How would you rate how I’m doing here?
Tim Cook out and John Ternus in at Apple. Is he up for the challenge?