Portfolio

Updated daily after market close

Company / SecurityTickerAnalystLong / ShortReference DateCost BasisRecent Price*Gain Category/IndustryBuy-Up-To PriceStop Loss
Uranium Energy Corp UECSpencer AbrahamLong2/4/21$1.74$3.88122.99%Uranium$1.8025% Hard
NextEra Energy NEEGenia TuranovaLong2/25/21$74.06$84.7014.37%Clean energy$75.0025% Hard
Tesla 1TSLAKiersten CrumLong5/13/21$190.56$194.702.17%Electric vehicles $205.0020% Hard
ExxonMobil XOMDaniel CreechLong6/3/21$61.18$111.3481.99%ESG$63.0025% Hard
Sprott Physical Uranium TrustU.UAmir AdnaniLong9/2/21$10.38$11.308.86%Uranium$11.0035% Hard
Fintech Acquisition CorpFTCVJoe DavideLong9/30/21$10.13$10.05-0.79%Financial services$12.0025% Hard
iShares High Yield Corporate Bond ETF SHYGJohn PetridesLong1/27/22$44.57$41.82-6.17%Bond ETF$45.0025% Hard
Sprott Physical Uranium Trust1U.UHarris KuppermanLong3/3/22$12.86$11.30-12.13%Uranium$13.5035% Hard
The Financial Select Sector SPDR Fund XLFFrank CurzioLong3/24/22$38.96$36.31-6.80%Financials ETF$41.0025% Hard
Eaton ETNDaniel CreechLong8/4/22$148.71$163.459.91%Infrastructure $155.0025% Hard
Altria Group MODaniel CreechLong9/8/22$45.15$46.583.17%Tobacco$47.0025% Hard
Global X Uranium ETF URAAmir AdnaniLong9/29/22$19.97$21.497.61%Uranium $22.0025% Hard
iShares U.S. Aerospace & Defense ETF ITAAndrew HorowitzLong10/6/22$95.61$111.6716.80%U.S. Defense $100.0025% Hard
U.S. Global Jets ETF JETSFrank HolmesLong11/10/22$18.53$18.741.13%Airlines$20.0025% hard
Solana SOLJoe DavideLong11/17/22$13.59$13.720.96%Cryptocurrency$16.0035% Hard
1 Cost basis and recent price changed due to 3/1 stock split on 8-25-22.