{"id":12850001,"date":"2025-11-19T08:44:36","date_gmt":"2025-11-19T13:44:36","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12850001"},"modified":"2025-11-21T08:59:41","modified_gmt":"2025-11-21T13:59:41","slug":"philstockworld-november-portfolio-review-members-only-4","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/11\/19\/philstockworld-november-portfolio-review-members-only-4\/","title":{"rendered":"PhilStockWorld November Portfolio Review (Members Only)"},"content":{"rendered":"

\"\"Finally a test!\u00a0\u00a0<\/strong><\/p>\n

Sell-offs are good if you are truly a long-term investor. They teach us which of our positions are really worth the trouble and which ones need to be cut. They reveal opportunities and allow us to shake off long callers who went too deep in the money and they allow us to sell puts into panic – to pay for better positions on our longs.\u00a0<\/strong><\/p>\n

Of course, that’s because our Long-Term Portfolio (LTP) was up to 62% CASH!!! ($500,000+) as of our last review<\/a> and only $300,000 worth of positions so there was\/is nothing we can’t double down on or adjust. Rather than have our Short-Term Portfolio (STP) do all the heavy-lifting – we allowed our ill-gotten gains (62.8% in 4 months as of our last review) to be our hedge.\u00a0\u00a0<\/p>\n

We cashed out before the sell-off at the beginning of the year and we initiated our new portfolios on June 4th and, for the most part, the market has gone up and up and up ever since – until this past month!\u00a0<\/p>\n

\"\"<\/p>\n

All along the way we have been skeptical but that’s why we cashed out before the crash in Q1 and we gave in to FOMO in June and started buying again at about 6,000 and we hit 6,900 (up 15%) last month, which we thought was ridiculous but we decided to keep playing and now we’re at 6,617 – up “just<\/em>” 10% in 4 months – that’s still a rally we’d hate to have missed.\u00a0\u00a0<\/p>\n

Now, as we noted yesterday, everything hinges on the earnings of one company – NVidia (NVDA), who report today after the close and after the Fed Minutes – it’s going to be an exciting afternoon! I’ll be doing a Live Trading Webinar at 1pm, EST and we’ll discuss it then. For now, let’s see how we did during a 5% market pullback:\u00a0\u00a0<\/p>\n

\"\"<\/p>\n

LLY sure had a good month! So did GOOGL, MRK, AMGN, CSCO, MU… Lots of fails too but, for the most part, these are only pullbacks off great runs. In fact – MOST of these stocks are STILL too expensive to buy. We don’t even know if this correction will stop at 5% but 6,000 is how we started the year and 5% is a 1\/3 retrace of the year’s gains – leaving us up 10%<\/strong>(ish) for the year and, given the overall earnings for the first 3 quarters – that seems about fair.\u00a0 <\/strong><\/p>\n

Money Talk Portfolio Review:<\/strong> We can only adjust this portfolio when we\u2019re on the show and I WAS JUST ON THE SHOW ON OCT 29th<\/a> and we posted all our changes on the 28th<\/a> (taping day). In the first segment, I warned people about the Circular Spending in AI – which is now (finally) a topic people are paying attention to.\u00a0<\/p>\n