Today we added Apple ($AAPL) to the portfolio, as shared in the chat during market hours.
With $SPY and $QQQ nearing resistance, I expect $DIA (Dow Jones) to start catching up while $SPY and $QQQ either consolidate or pull back. Apple hasn't fully participated in the recent rally, but I believe it is well-positioned to outperform in the coming weeks. I expect it to move toward its 200-day simple moving average, which is currently sitting above $223.
There’s a real possibility that $AAPL could move quickly once momentum builds, potentially shooting past $220. That’s why I’ve taken both equity and options exposure. I plan to close the equity position if it reaches $222, so consider this your early sell alert. As for the $215 calls expiring July 11, I plan to exit if they reach $5. That is my preliminary sell alert, but I may adjust it based on how price action develops next week. If I do change the target, you will get a notification so you can act accordingly.
Remember, the five options slots in this portfolio are meant to complement the equity holdings and therefore follow it together with the entire portfolio for maximum efficiency. As mentioned in previous posts, option prices will fluctuate, but the strategy I use is designed to work in the context of the full portfolio and overall market dynamics.
I’m also planning to increase equity exposure to other names after seeing how markets behave on June 30, which marks the end of Q2.
🟩 Today's Entry
$AAPL – 100 shares @ $201.00 (June 27, 2025)
$AAPL Jul 11 '25 $215 Call – 50 contracts @ $0.30 (June 27, 2025)
📊 Portfolio Summary (as of June 27, 2025)
Our Best 25 Holdings portfolio kick started this week and these are all the entries this week. We have not sold anything yet.
🔹 Equity Positions
Long:
$OXY – 100 shares @ $43.85 (June 23, 2025) = $4,385.00
$SLB – 150 shares @ $34.00 (June 23, 2025) = $5,100.00
$GOOGL – 40 shares @ $163.00 (June 23, 2025) = $6,520.00
$HAL – 200 shares @ $20.85 (June 23, 2025) = $4,170.00
$ETHA – 300 shares @ $18.39 (June 26, 2025) = $5,517.00
$AAPL – 100 shares @ $201.00 (June 27, 2025) = $20,100.00
Short:
$MSFT – 10 shares @ $487.00 (June 23, 2025) = +$4,870.00
$TSLA – 25 shares @ $355.00 (June 23, 2025) = +$8,875.00
$NVDA – 50 shares @ $144.40 (June 23, 2025) = +$7,220.00
🔹 Options Positions
Buy to Open:
$DELL Jul 18 '25 $110 Put – 20 contracts @ $1.40 (June 23, 2025) = $2,800.00
$FANG Sep 19 '25 $160 Call – 15 contracts @ $3.90 (June 23, 2025) = $5,850.00
$JPM Jul 18 '25 $260 Put – 10 contracts @ $2.70 (June 23, 2025) = $2,700.00
$ETHA Jul 18 '25 $20 Call – 20 contracts @ $0.61 (June 26, 2025) = $1,220.00
$AAPL Jul 11 '25 $215 Call – 50 contracts @ $0.30 (June 27, 2025) = $1,500.00
💰 Updated Cash Balance
Starting Cash: $100,000
Less Long Equities: – $45,792.00
Less Options Premiums Paid: – $14,070.00
Add Proceeds from Shorts: + $20,965.00
👉 Current Cash Balance: $61,103.00
🛠️ Founding Member Options Trades Update
Today we officially launched the options trading alerts for founding members. We opened two trades, and one of them closed the same day for a 5x return. The 2nd entry, was an early position in a longer-dated contract, part of a slow accumulation plan targeting a future spike in premium.
If you’re comfortable trading options and can allocate a dedicated bankroll for them in your trading account, consider joining as a founding member. You’ll receive some of my own trades tailored to your capital and risk tolerance. Markets are expected to be volatile going into the 2030’s and options only dedicated portfolios can vastly outperform regular portfolios if done correctly.