Top Tweets for #AllInSync
sharing our top 10 holdings in #AllINsync as at June 30th, 2026...
the portofolio was +0.7% in June and finished the month +23.2% year-to-date... #AllINsync
https://t.co/eNLfrG4y1P
discussed some of our strongest #AllINsync names during friday's #WhereDoWeStand webinar... check out the link below to take a look!
https://t.co/ljKPGSUDpv
i'm busy catching up on paperwork though ready for anything! nothing done today in the portfolios #AllINsync today (yet) but reminding myself to breathe deeply, calmly make notes and zoom out on the charts while establishing key levels #marketpulse
Nutrien $NTR broke out like many of its fertilizer peers on January 14th and moved upwards... but it also peaked rather quickly (mid-March) as if the rally didn't happen...
our #AllINsync buy (green) & sell (red) points marked... exited all holdings April 17th... #TradeReview
geesh, these semis...
Taiwan Semi $TSM was our 2nd largest holding at 7.2% into today #AllINsync
it's up +7.1% to new highs and still on the move... (buys shown in green circles)...
i bought into the $SPCX pullback today at $178.55 and also wrote some 7/17 puts @ $150 for $5.3... #AllINsync
Softbank $SFTBY is the largest owner of $ARM and had a strong move up in the past few months... we just added shares on the dip... #AllINsync #TradeReview
sharing our top 10 holdings in #AllINsync as at May 31st, 2026...
the portofolio was +8.4% in May and sits +22.4% year-to-date...
https://t.co/EQvOjejEec
in effort to keep sharing lines open, i'll strive to show some activity each week based on trades in our #AllINsync fund...
here's Lam Research $LRCX
~6.6% position
green circles are buys/adds... initiated long 4/30
red triangle = sell puts & green triangle = buy puts back... #TradeReview
having had no gold/silver bullion position in our #AllINsync fund since mid-March, we stood back in yesterday and bought a ~5.9% position in Sprott Physical Gold & Silver $CEF...
(green circles = buys/adds & red circles = sells/trims)
sharing our top 10 holdings in #AllINsync as at April 30th, 2026...
the portofolio was +5.7% in April and sits 13.0% year-to-date...
https://t.co/JRRqen8HV4
Netflix $NFLX is our biggest #AllINsync position at ~7.4%...
sitting with +24% cushion of gains heading into the report after buying off the late February lows...
same more energy profit taking here with iShares S&P/TSX Energy $XEG...
bought in green circle and sold 50% in red circle on Mar 30th... still holding the rest... #AllINsync
just cause we took some energy stock gains in #AllINsync (trimmed in red circles) doesn't make me bearish... had just been expecting that energy stocks would reverse when the market bottomed...
here's our Valero $VLO activity...
i picked up a few $ORCL 4/17 $175 call options yesterday before the close & the pending earnings report...
amazing how fast option prices can move with a ~+13% gap in the stock this morning... the calls i bought for #AllINsync are +119%
some surprise was noted at Netflix $NFLX being in our Top 10 #AllINsync holdings at month end...
it was acquired Feb 25th/26th - here are the daily/weekly charts and some eye candy demonstrating what i noticed and why we bought in... really all about change of character... daily force index popped up for the first time in months and #MACDhist on the weekly had been ticking up for months... by the end of the week, it's the "biggest bar against" the downtrend on the weekly chart... entering early (and quickly) allows me to manage risk easily and know if i'm wrong...
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