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My Methodology

Trigger signals

My Methodology is based in momentum. Once positions show strength and momentum, I put on a position and share them with this community. Also, when that momentum fades or stalls, I will close those positions. That activity and all gains and losses are transparent. Here are some of the key factors.

Mix of Stocks and ETFs

MUST pay dividends

Across all sectors

MUST have liquid option chains

See Portfolio Dashboard
Most recent Moves

At A Glance

To the right, I will show you the most recent moves I’ve made in my portfolio based on momentum triggers I described above. You see the symbols, purchase date, and purchase price.

To see a more comprehensive view, please visit the Dashboard.

CVS
Purchase Date: 5/12/2026
Purchase Price: $92.58
RTX
Purchase Date: 5/12/2026
Purchase Price: $177.81

Legal Disclaimer

Follow my trades at your own risk

The information provided on this website — including any stock trades, portfolios, strategies, or market commentary — is for informational and educational purposes only and should not be construed as financial or investment advice.

I am not a financial advisor, broker, or registered investment professional. Nothing on this site constitutes a recommendation to buy, sell, or hold any security. Any trades or strategies shown are personal opinions only and may not be suitable for your financial situation, risk tolerance, or investment objectives.

You are solely responsible for your own investment decisions. By using this website, you agree that you understand the risks of investing and that you will conduct your own research or consult a licensed financial professional before making any financial decisions.

Under no circumstances shall I be liable for any loss or damage — including financial loss — arising from reliance on information provided on this website or from following any trades or strategies discussed here.

Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

See Portfolio Dashboard
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