{"id":12760244,"date":"2024-12-17T08:21:32","date_gmt":"2024-12-17T13:21:32","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12760244"},"modified":"2024-12-21T19:54:11","modified_gmt":"2024-12-22T00:54:11","slug":"philstockworld-december-portfolio-review-members-only-3","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2024\/12\/17\/philstockworld-december-portfolio-review-members-only-3\/","title":{"rendered":"PhilStockWorld December Portfolio Review (Members Only)"},"content":{"rendered":"

\"One2024 is over already?<\/strong><\/p>\n

I must be getting old because this year simply flew by and what a year it has been with the markets performing great – but nowhere near as great as our 6 Member Portfolios, which have had EPIC years, after being restarted 18 months ago (May of 2023<\/a>), when we cashed out our last batch of EPIC portfolios<\/a>, which we had started on Oct 1st of 2019. The STP\/LTP paired portfolios hit $7,686,573 on April 18, 2023 and we decided it was too good to risk so we started again with a fresh $700,000 and, already, we’re back over $3M – crazy!\u00a0\u00a0<\/strong><\/p>\n

Hopefully you put that other $6.9M into Bitcoin, which was $29,268 at the time but really, it’s “only<\/em>” up 200% since then and our new STP\/LTP is doing better than that in the same 18 months. It was S&P 4,200 when we started our new series and now it’s almost 6,200 and that’s up 47% while the Nasdaq has arisen from 14,000 to 22,400, which is up 60% and the rest is good old-fashioned options leverage we’ve taken advantage of in our portfolios.\u00a0<\/p>\n

\"\" We actually could have done better if we didn’t hedge but, then again, if we didn’t hedge – we would not have felt comfortable taking the long-side risks that brought us to this point – would we? If we didn’t hedge, I would certainly be calling for us now to take the money and run but we’re well-hedged for a 20% drop in our Short-Term Portfolio (STP) – so we’re not expecting to get caught by surprise and, to some extent, these recent gains are also a hedge – though it’s hard to think of them that way, isn’t it?\u00a0\u00a0<\/p>\n

As I said on April 18th, 2023, when we re-embarked on this journey:\u00a0\u00a0<\/p>\n

\u201cI know it seems like we have amazing timing with our entries but that\u2019s because we don\u2019t try to time them at all.\u00a0 We are VALUE investors so, when a stock gets to a valuation level where I can\u2019t resist it\u00a0<\/strong>(and the macros favor the move)\u00a0\u2013 then we buy.\u00a0 It has nothing to do with the chart and that\u2019s why our Members are able to be \u201cahead of the curve\u201d so often.\u00a0\u00a0The information we have is like having GPS \u2013 we don\u2019t need to see the road to know where we\u2019re going \u2013 we just need to have faith in the data..<\/strong>.\u201c<\/span><\/em><\/p>\n

Our faith in the data has already brought us far down the road to our next $7.7M (10x – last time we started with $600,000, so we were way over) and I honestly am very worried about what next year will look like but it doesn’t look like many traders share my concerns so we’ll let them fluff up our cushion and try to stay nimble – for if there is ever a correction.\u00a0\u00a0<\/p>\n

Our different Member Portfolios have different strategies and different investing styles but they all employ stock options – simply because options are better than stocks and that’s what we teach our Members at PhilStockWorld. Yes BETTER, in every way, shape and form – and you can follow our trade ideas and see for yourself:\u00a0\u00a0<\/strong><\/p>\n

$700\/Month Portfolio Review: This portfolio is in month 28 after beginning on Aug 25th, 2022 so it’s our oldest portfolio now and we began with the premise that, by investing $700 per month for 30 years and making 10% – that you would have $1M (after putting in just $252,000). Although we have invested conservatively – the fantastic market of the past two years has pushed us already to $39,104 – up $19,504 (99.5%) from our $19,600 worth of investments to date.\u00a0 At this pace, we’ll hit $1M in just 8 more years – AMAZING!\u00a0\u00a0<\/p>\n

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It would also be amazing if this market keeps going up without a pullback but still, if you want to catch up, you can just start with these $39,104 worth of positions and cash and commit to putting in another $700 per month and you can join us in this teaching portfolio – which utilizes all of our basic option trading strategies.<\/strong>\u00a0<\/p>\n

We just reviewed it on the 10th<\/a>, so I’m not going to do it again but we gained $817 (2.1%) for the week and that’s a very nice return (116%) on our last $700 investment, isn’t it?\u00a0\u00a0<\/p>\n

Money Talk Portfolio Review:<\/strong> This portfolio is full of what we believe to be “bulletproof<\/em>” stocks, because we can only adjust these positions once each quarter – when I’m a guest on Bloomberg’s Money Talk show. When I was on in August<\/a>, it was pre-election and we were up 400% so we decided to cash out rather than risk it and start with a fresh $100,000 on Aug 21st.<\/p>\n

I just did the show again on the 4th<\/a> and we did our Money Talk Portfolio Review<\/a> the day before (we tape the day before) and it was $110,460 then and now, two weeks later and untouched since, it’s $112,892 for a $2,432 (2.4%) gain in two weeks – going quite well – especially considering we’re still 74.8% in CASH!!! Slow and steady wins the race with this one:\u00a0\u00a0<\/p>\n

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Up 12.9% is off to a very good start for less than 4 months and, of course, we have all that lovely CASH!!! sitting in reserve – so we’d love a good pullback for this portfolio.<\/strong><\/p>\n

Short-Term Portfolio (STP) Review:<\/strong> Speaking of pullbacks – the STP is our hedging portfolio – we use it to protect the rest in case of a market downturn. It’s also a very aggressive and opportunist portfolio, using all of our option strategies with frequent adjustments to keep us on top of the market waves as they break this way and that.\u00a0\u00a0<\/p>\n

While the main idea of the STP is to hedge our longs, we also hedge our hedges by making plays that make money when the market goes up – so we don’t lose everything in a bullish market. That has worked well so far as we’re now up 155.7% from our $200,000 start on May 16, 2023 at $511,410 and we are ALWAYS happy to review these positions:\u00a0\u00a0<\/p>\n

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