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Swing Trading Portfolio: June Results
We went 4 for 4 in the month of June/May with the swing portfolio with some big wins in: $ELF, $OKLO, $TSM, FCX plus a few quick notes.
Welcome back, we’re now in Q3 and we skipped last months AST Swing Portfolio update because there were only two ideas in May and 4 in the month of June.
However, we went 4-4 on those ideas and they were all pretty big winners.
$ELF ( ▼ 4.67% ) - Great earnings and acquisition of Rhode brand
$OKLO ( ▲ 1.14% ) - Momo/Shitco that has been on a tear long and short
$TSM ( ▲ 0.28% ) - A name we’ve talked about here for years sub $100 set up another long
$FCX ( ▼ 1.8% ) - A decent fundamental name with more of a play on China recovery
There are still two new open position from June then two new adds for July today already. Other than that there were probably a few more we could have gone after but there are so many ideas setting up coming here in Q3 that I am not concerned.
Congrats to those who subscribe to the portfolio and more to come in the Saturday podcast.
There is a short 12-minute video below going through the positions and charts on the alerts plus a few quick notes on website updates.
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