Portfolio Review (5/14/2025)
Timeline – Topic
0:00 – Market outlook and index performance
1:10 – VIX discussion
3:00 – Market sector overview: energy, bonds, commodities
5:20 – Dollar movement and market implications
5:40 – Impact on Hershey stock from cocoa prices
7:32 – Back to portfolio reviews
8:00 – China tariffs and short squeeze dynamics
10:40 – Portfolio hedge strategy
12:00 – Historical context on market disruptions
14:25 – Portfolio hedge performance and adjustments
17:00 – Strategic portfolio positioning
19:18 – Adjustments to specific positions (e.g. SQ, TZA, USO)
20:10 – Portfolio strategy updates post-April 15
22:48 – Importance of hedges and long positioning
24:08 – Current portfolio review status and S&P movements
26:46 – Volume and rally sustainability analysis
28:06 – Sector winners and losers
29:14 – Heat-map and sector overview
30:10 – Health care weakness
31:14 – Selling premium strategy when VIX is high
32:20 – Short-term portfolio performance
33:05 – $700/month portfolio update
34:06 – New additions to $700/month portfolio
36:35 – Position walkthroughs: Foot Locker, Macy’s, SoFi
41:52 – Position management decisions (SoFi, Valet)
46:00 – Money Talk portfolio update and recovery
50:15 – Butterfly portfolio performance, reasoning (Apple, Cisco, BP, etc.)
52:44 – AI and home robot outlook
56:04 – Tesla robot demo discussion
59:27 – Income portfolio performance
1:00:00 – Position-specific updates (Delta, Disney, Dow, IBM)
1:04:10 – IBM as an AI leader, IBM position
1:06:45 – Additional holdings: J&J, Coca-Cola, Levi’s, Mattel, etc.
1:10:04 – TLT hedge and bond trade
1:12:00 – Overall portfolio logic and risk management
1:18:00 – Short-term call sales and income
1:20:20 – Overall strategy: selling premium and long-term positioning
1:27:20 – April 8 trade ideas review
1:36:00 – Barrick Gold, Q&A
1:38:44 – Butterfly portfolio structure and balance, multiple portfolios
1:42:05 – SoFi: selling short calls
1:43:14 – Portfolio allocation strategy
1:47:00 – Cashing out
1:50:44 – Long-term capital reallocation
1:54:00 – Summary, next steps
Webinar Summary – Phil’s Market and Portfolio Update
Phil begins the session with a brief look at the markets, noting that while the indices have recently seen gains, the rally may be fragile.
