YOLO Portfolio

Reference

YOLO Portfolio

Start Date: 2026-02-04 Starting Capital: $100,000


Summary

Metric Value
Starting Capital $100,000
Cash $9,471.36
Invested $93,998.87
Current Position Value $98,025.69
Total Value $107,497.05
Return +7.50%
Realized P&L +$3,470.10
Unrealized P&L +$4,026.82

Last Updated: 2026-04-26 (via the desk's own tooling)


Current Positions

*Last Updated: 2026-04-26 — Source of truth is LEDGER.json via the desk's own tooling

Stock Shares Entry Current Value Gain/Loss % Type Stop (-20%)
LITE 14.75 $881.64 $881.64 $13,004.19 $0.00 0.0% NEW — MAX CONVICTION optical supercycle $705.31
MSFT 26.70 $374.53 $424.62 $11,337.35 +$1,337.40 +13.37% Mag7 RSI 24 capitulation bounce $299.62
SNOW 82.23 $121.61 $134.24 $11,038.56 +$1,038.57 +10.39% Max conviction SaaS capitulation (RSI 21) $97.29
NKE 226.30 $44.19 $44.69 $10,113.35 +$113.15 +1.13% RSI 20 max conviction capitulation $35.35
NUGT 37.83 $185.02 $212.47 $8,037.74 +$1,038.43 +14.84% 2x gold miners leverage $148.02
LABU 42.45 $164.90 $186.29 $7,908.01 +$908.00 +12.97% 3x biotech bull $131.92
LLY 8.85 $903.48 $883.96 $7,823.05 -$172.75 -2.16% First GLP-1 oversold in 3+ yrs $722.78
ABBV 39.07 $204.75 $198.71 $7,763.60 -$235.98 -2.95% Dividend aristocrat oversold $163.80
RIOT 402.99 $17.37 $17.37 $6,999.94 $0.00 0.0% NEW — BTC cleared $75K, crypto-geopolitics trigger $13.90
GDX 74.20 $94.34 $94.34 $7,000.03 $0.00 0.0% NEW — gold-crash thesis confirmed $75.47
GILD 53.68 $130.40 $130.40 $6,999.87 $0.00 0.0% NEW — RSI 31 triple-oversold pharma $104.32

Positions Total: $98,025.69 (unrealized: +$4,026.82)

Trades 04/26

SOLD GOOGL — TARGET HIT +21.6%. Mechanical exit per playbook. RSI 67 cooling. Realized +$1,731.49.

SOLD META — TARGET HIT +23.2%. Mechanical exit per playbook. RSI 60s near ATH. Realized +$1,626.63.

BOUGHT LITE — MAX CONVICTION at $13K (13%). Best optical supercycle play at non-overbought RSI 58 despite +165% 3M run. Coherent interconnects essential for AI data centers. Optical Supercycle perspective SUSTAIN. Stop -20% at $705.31. Target +20% at $1,058.

BOUGHT RIOT — $7K (7%). BTC cleared $75K, Crypto-Geopolitics perspective trigger BREACHED. RIOT +22.6% 7D. RSI 64.8 still has room. BTC miner with operating leverage. Stop -20% at $13.90. Target +20% at $20.84.

BOUGHT GDX — $7K (7%). Gold-Crash perspective HIT — miners outperforming gold on 30D. Operating leverage > safe-haven bid. RSI 47.7 NOT overbought. Already have NUGT 2x but GDX is cleaner direct exposure. Stop -20% at $75.47. Target +20% at $113.21.

BOUGHT GILD — $7K (7%). Triple-oversold pharma window: GILD/JNJ/ABBV all RSI 31-36 simultaneously. RSI 30.9 approaching capitulation. Golden cross INTACT. HIV monopoly + oncology pipeline. Stop -20% at $104.32. Target +20% at $156.48.

Trades 04/10 (prior session)

BOUGHT SNOW — RSI 21 SaaS capitulation. $10K max conviction.

Trades 04/04 (prior session)

BOUGHT NKE — RSI 20 capitulation. $10K max conviction.

Trades 03/31 (prior session)

BOUGHT NUGT, LABU — Leveraged ETF activation. NUGT 2x gold (+14.84% now), LABU 3x biotech (+12.97% now). GOOGL add $3K.

Trades 03/26 (prior session)

BOUGHT META — RSI 25.7. SOLD 04/26 +23.2%. Target hit.

BOUGHT GOOGL — RSI 28.4 golden cross. SOLD 04/26 +21.6%. Target hit.

Trades 03/24 (prior session)

BOUGHT MSFT — RSI 29 mega-cap oversold. Now +13.37% open.

Trades 03/20 (prior session)

SOLD GDX — STOP-LOSS at -20.5%. Realized -$1,226.40. SOLD SOXS — REGIME FLIP +1.6%. Realized +$111.98. BOUGHT ABBV — RSI 27.6. Now -2.95%. BOUGHT LLY — RSI 30. Now -2.16%.

Closed Positions

# Date In Date Out Stock Entry Exit Shares P&L % Notes
1 02/26 03/03 ASAN $9.91 $7.26 1009 -$2,673.85 -26.7% Stop-loss triggered. Golden signal failed in risk-off.
2 02/16 03/10 HIMS $16.30 $22.16 200 +$1,172.00 +35.9% Target hit (+20% exceeded). RSI 10 bounce worked.
3 02/26 03/12 WDAY $138.57 $136.05 72 -$181.44 -1.3% SaaS structural repricing.
4 03/12 03/20 GDX (v1) $99.64 $79.20 60 -$1,226.40 -20.5% STOP-LOSS. Gold failed as crisis hedge.
5 03/13 03/20 SOXS $41.26 $41.92 169.66 +$111.98 +1.6% Regime flip exit.
6 03/26 04/26 GOOGL $283.13 $344.40 28.26 +$1,731.49 +21.64% TARGET HIT. Mechanical exit on RSI 67 cooldown.
7 03/26 04/26 META $547.75 $675.03 12.78 +$1,626.63 +23.24% TARGET HIT. Mechanical exit on RSI 60s near ATH.

Closed P&L: -$1,329.61 (cumulative through 03/20) + $3,358.12 (04/26 wins) = +$2,028.51 realized lifetime Closed Record: 4 wins, 3 losses (57% win rate, +$2,029 net)


Stop-Loss Check (-20% rule)

Updated: 2026-04-26

Stock Entry Stop (-20%) Current P&L% Distance to Stop Status
LITE $881.64 $705.31 $881.64 0.0% 25.0% above NEW — MAX CONVICTION, monitor
MSFT $374.53 $299.62 $424.62 +13.37% 41.7% above OK — strong recovery
SNOW $121.61 $97.29 $134.24 +10.39% 38.0% above OK — bouncing from RSI 21 entry
NKE $44.19 $35.35 $44.69 +1.13% 26.4% above OK — flat from entry
NUGT $185.02 $148.02 $212.47 +14.84% 43.6% above OK — leveraged gold winning
LABU $164.90 $131.92 $186.29 +12.97% 41.2% above OK — biotech momentum holding
LLY $903.48 $722.78 $883.96 -2.16% 22.3% above OK — slight drift, thesis intact
ABBV $204.75 $163.80 $198.71 -2.95% 21.3% above OK — small drawdown
RIOT $17.37 $13.90 $17.37 0.0% 25.0% above NEW — BTC trigger play, monitor
GDX $94.34 $75.47 $94.34 0.0% 25.0% above NEW — gold-crash play, monitor
GILD $130.40 $104.32 $130.40 0.0% 25.0% above NEW — pharma capitulation, monitor

NO STOPS NEAR TRIGGER. All positions well above -20% stops. HEAVY DEPLOYMENT: Cash now 9% — maximally invested. Quality oversold + leveraged ETFs + crypto-geopolitics + optical supercycle. LEVERAGED EXPOSURE: NUGT (2x) + LABU (3x) = $15.9K (15.8% of NAV). Within 20% rule.

Portfolio Value History

Date Value Return Trades
02/04 $100,000 0% Initial: TQQQ, CRSP
03/20 $93,617 -6.38% Sold: GDX (-20.5% stop), SOXS (+1.6%). Bought: ABBV, LLY.
03/31 $100,910 +0.91% Bought: NUGT, LABU, GOOGL add. Full leverage activation.
04/04 ~$100,000 0% Bought: NKE ($10K, RSI 20).
04/10 ~$99,500 -0.5% Bought: SNOW ($10K, RSI 21).
04/26 $107,497 +7.50% Sold: GOOGL (+21.6%), META (+23.2%). Bought: LITE ($13K), RIOT, GDX, GILD ($7K each).

Notes

  • 04/26: TARGETS HIT. GOOGL +21.6% and META +23.2% both exceeded +20% mechanical exit. Realized $3,358 in profits. The CRSP lesson finally honored — took the money instead of round-tripping. Both Mag7 names did exactly what RSI 20-25 capitulation buys are supposed to do.
  • 04/26: MAX CONVICTION DEPLOYMENT. $34K redeployed across 4 positions. LITE sized $13K — the conviction rests on RSI 58 + 165% 3M run = real demand, not blowoff. RIOT/GDX/GILD at $7K each = balanced sector spread (crypto + gold + pharma capitulation).
  • 04/26: PERSPECTIVE ALIGNMENT. Six SUSTAIN perspectives all working: Optical (LITE), AI Power (NUGT proxy), Gold-Crash (GDX/NUGT), Crypto-Geopolitics (RIOT). LITE+RIOT+GDX+GILD all map to confirmed perspectives.
  • 04/26: AVOIDED. Did NOT buy SNOW (held — already in), defense primes (capitulation could deepen), AMD/ARM/MRVL (RSI 87+ blowoff), ZS (broken thesis insider selling), BRBR (closed thesis).
  • 04/26: Position count 11 — most concentrated YOLO has been. Cash 9% — fully deployed. Risk profile: 7 positions in profit (3 in significant profit), 2 small drawdowns (ABBV/LLY both -2 to -3%), 4 fresh entries.
  • 04/26: NEXT TARGETS WATCH: NUGT $222 (+20% from $185), LABU $197.88 (+20%), MSFT $449.44 (+20% from $374), SNOW $145.93 (+20%). Multiple positions approaching mechanical exits.
4 events

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