Adding the wheel this month.
Same portfolio. Iβll sell premium on names I already want to own, and close the trades early instead of holding for max premium.
Iβm also tightening the growth sleeve to three or four large companies plus $SPY, instead of spreading it across a long watchlist.
The harvest rules stay the same. Still only clipping gains, not cost basis.
What if non of us are bullish enough on $SPCX?
2030 $10T revenue with 10x multiple = $100T market cap
Thatβs 50x from todayβs valuation in about 4 years.