Growth Oriented

The Securities that Generate the Buzz

April 05, 2018 – Present

– Growth Oriented with balance in mind

Under normal market conditions, the portfolio is biased toward long positions – particularly those securities which we believe have the greatest potential to outperform the broader market in the short term (less than a month) to medium term (up to one year). Short term strategies are predominantly vertical option spreads. Medium term strategies include buying the stock and selling calls against it (“buy/write”), and calendar option spreads. Because our trades often involve selling an option, our strategy benefits from the higher option premiums associated with more volatile stocks. While we try to diversify and balance the portfolio among market sectors, the preference for higher volatility tends to result in a greater concentration in high growth technology stocks. Other sectors may be characterized by high volatility from time to time, such as energy stocks which are highly levered to the price of the underlying commodity (typically oil).

Examples of Products Utilized

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Amazon - AMZN

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Google - GOOG

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Apple - AAPL

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Alibaba - BABA

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Microsoft - MSFT

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Micron - MU

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Tesla - TSLA

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BRCL BK IPTH S&P 500 VIX SH FTRS ETN - VXX

The Result

Through the methods describe above, our Growth picks have contributed more than a 5,000% return to our portfolio from its inception in April, 2018. 

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Return From Our Growth Oriented Picks

Additional Growth Products

ETFMG Alt. Harvest ETF – MJ

Tracks the performance of companies….that are engaged exclusively in the legal canibus market. Learn More

United Rentals, Inc. – URI

A holding company, which through its subsidiary, engages in the equipment rental business. Currently, Beta (3y monthly) of 2.44.  Learn More

Halliburton Company – HAL

Provides services and products to the energy industry related to the exploration, development, and production of oil and natural gas. Learn More

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