My YTD portfolio beats the S&P - what mistakes I've made. Plus an in depth look at Alpha Picks losers and how to make them winners.
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EPISODE SUMMARY
📈 Fresh record highs; rate-cut hopes keep risk-on
🔁 Rotated out of $PEP; redeployed (stock for you, ETF for parents)
➕ Added $HOOD to Core Portfolio
🧠 Lessons: should’ve leaned to $PLTR/$NVDA; add $HOOD earlier; trim $TSLA, tilt to AI/energy
🧺 Alpha Picks: model has 8/41 losers; your managed version down to 3 small losers ($QTWO, $PYPL, $GRBK)
🚀 Standouts: $EAT pops on earnings; $VST > $200; $BRK.B sitting on ~$500B cash
🧾 Screens & income: Undercovered Dozen list; $SRV 12% yield beats $MPLX on 3Y TR
🗓️ Earnings/flows: $CRWV hot but pricey; $FIG thesis; $BLSH IPO = volatility
🪙 Crypto: ETH mania; bold $28k by 2028 estimate
💊 $LLY insider buying
🧭 Takeaway: records + rotation—add quality momentum, prune staples, watch IPO/crypto/AI flows
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