His book
The model portfolio as it stands now. It started at a round sum, changes only by his calls, and is marked at real market prices.
Model portfolio
$100,000
starts at $100,000
Stocks held
0
of 11 on his list
Cash
100%
waiting
The book is empty.He starts at the launch. The model portfolio starts at $100,000.
| Sym | Name | In the book | Value |
|---|---|---|---|
| SPY | S&P 500 | not held | 0 |
| QQQ | Nasdaq 100 | not held | 0 |
| NVDA | Nvidia | not held | 0 |
| AAPL | Apple | not held | 0 |
| MSFT | Microsoft | not held | 0 |
| META | Meta | not held | 0 |
| AMZN | Amazon | not held | 0 |
| GOOGL | Alphabet | not held | 0 |
| TSLA | Tesla | not held | 0 |
| COIN | Coinbase | not held | 0 |
| PLTR | Palantir | not held | 0 |
- One stock, at most
- 25% of the book
- One call moves, at most
- 10% of the book
- Smallest call
- $100
- What he may hold
- the list, and cash
- Borrowing
- none
A call that breaks a limit is refused whole, never trimmed to fit. A stock that grows past its limit on its own may stay; he cannot buy more of it.