Rolling a Few Positions

Tweaking some directional exposure in 1-year setups

It’s time for another portfolio update, and some rolling transactions. We’re looking to close out positions for a net +$362 with Ferrari, and +$323 with Texas Instruments. Since our Substack’s inception, the net return for the portfolio stands at +1.68% with far lower volatility and absolute capital risk. The portfolio remains on track for steady annualized returns of >8%.

Let’s take a closer look at what we’re planning to do now.