Jun 26: New Position And Some Thoughts
I’m taking a position in ETHA for a potential breakout above $20 and a gap fill toward $24. Going forward, I’ll post additions and removals in the chat, and share a weekly summary at the end of each week. The 25 Best holding portfolio is designed to work as a whole, with all positions considered together. Google is a strong buy for me, and I’ll likely add more if the price drops below our previous entry. I haven’t fully deployed the cash yet because quarter-end can be tricky with potential for either a big squeeze or a pullback. I’ll wait for clearer signals before committing more capital. More thoughts below the updated positions and cash balance.
Here’s the newly added position:
Stock Position
$ETHA – 200 shares @ $18.39 (June 26, 2025) = +$3,678.00
🔹 Options Positions
Buy to Open:
$ETHA Jul 18 '25 $20 Call – 20 contracts @ $0.61 (June 26, 2025) = $1,220.00
Below is the updated full list with the previous entries. None of the positions have been closed yet.
🔹 Equity Positions
Long:
$OXY – 100 shares @ $43.85 (June 23, 2025) = $4,385.00
$SLB – 150 shares @ $34.00 (June 23, 2025) = $5,100.00
$GOOGL – 40 shares @ $163.00 (June 23, 2025) = $6,520.00
$HAL – 200 shares @ $20.85 (June 23, 2025) = $4,170.00
$ETHA – 300 shares @ $18.39 (June 26, 2025) = $5,517.00
Short:
$MSFT – 10 shares @ $487.00 (June 23, 2025) = +$4,870.00
$TSLA – 25 shares @ $355.00 (June 23, 2025) = +$8,875.00
$NVDA – 50 shares @ $144.40 (June 23, 2025) = +$7,220.00
🔹 Options Positions
Buy to Open:
$DELL Jul 18 '25 $110 Put – 20 contracts @ $1.40 (June 23, 2025) = $2,800.00
$FANG Sep 19 '25 $160 Call – 15 contracts @ $3.90 (June 23, 2025) = $5,850.00
$JPM Jul 18 '25 $260 Put – 10 contracts @ $2.70 (June 23, 2025) = $2,700.00
$ETHA Jul 18 '25 $20 Call – 20 contracts @ $0.61 (June 26, 2025) = $1,220.00
💰 Updated Cash Balance
Starting Cash: $100,000
Less Long Equities: – $25,692.00
Less Options Premiums Paid: – $12,570.00
Add Proceeds from Shorts: + $20,965.00
👉 Current Cash Balance: $82,703.00
Going forward, I’ll use the Substack chat feature to share new additions and removals, along with some quick thoughts in the same thread. This approach ensures you receive entries much faster. At the end of each week, I’ll post a full summary along with deeper insights on any high-conviction positions we've added. I started writing this post during market hours and by the time I finish markets will be closed. Followers should still be able to enter the ETHA long position after hours but the option position can only be entered in the morning assuming price doesn’t gap up at open.
The options section is intentionally small and will be highly volatile. Options can experience big swings, but the way I structure them is designed to help the portfolio grow significantly. We are entering a market phase, likely lasting into the early 2030s, where volatility will dominate while real market returns may be flat or negative after adjusting for inflation. The 20 equity slots in our portfolio will be rotated as needed to take advantage of this volatility. The five options slots are intended to provide an additional boost to the overall Best 25 Holdings strategy. We started with $100K, and my conservative year-end target is to grow the portfolio to $300K.
Options don’t work well when there is a large following, since crowding can affect fills and pricing. But at this early stage, with a small group of followers, we have flexibility. As the audience grows, I will focus only on tickers and strikes with high option liquidity to avoid slippage. For those who join as founding members, I will include a separate, personalized options-only portfolio designed to fully capitalize on option trading and volatility. This will be managed as a standalone portfolio dedicated solely to options with very high returns.
The way I will limit number of followers is by increasing price. If you are considering becoming a paid member, consider locking it in now at the current low price.