The Theta Tortoise

The Theta Tortoise

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Our Portfolio

Business As Usual
Steady progress with a net return of +6.70% since mid December 2024
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The Compounding Tortoise
Taking Profits on McDonald's and Coca-Cola
Building some excess cash as VIX has come down fairly significantly
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When Headlines Drive Extreme Volatility
Strong double-digit outperformance since our Substack's inception
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Tariff Announcement Sends VIX Above 27%
Why selling high implied volatility could make a lot of sense now
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The Compounding Tortoise
1
Rolling the Coca-Cola Position with a Net Profit of $272
Rolling to May
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Locking in a Full Profit on Microsoft
Making a net $298 while stock's down close to 3%
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Is Now the Time to Become More Bullish?
With the VIX retreating from close to 30%, are buying opportunities showing up?
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The Compounding Tortoise
2
Portfolio Update - Resilience When It's Needed Most
Why It's Looking Attractive to Add Some More Directional Risk Soon
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Market Carnage
Heightened volatility creates opportunities
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Portfolio Discussion - End of February 2025
Taking advantage of higher implied volatility; sticking to proven quantitative research
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Reducing Return Correlation with the Broader Market
Positive value decay and proactive excess cash management based on implied volatility
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1
Rolling a Few Positions
Tweaking some directional exposure in 1-year setups
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The Compounding Tortoise
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