Coming up next month (December) will be our 2025 Stock of The Year. Past history may seem like a version of Groundhog Day, but the proof of the pudding can be seen from how our Core Buy & Hold Portfolio, which contains our past four alternating Stocks of The Year (TSLA & PLTR), plus our B&H foray into Bitcoin, has performed over the past four years: Core Buy & Hold Portfolio According to Grok's analysis (below, at end of update), the above portfolio has generated an average annual return of +49.05% since the initiation of the portfolio with TSLA on Dec 9, 2019. Another way to look at these returns is that half of our Core B&H picks (TSLA & MSTR) have resulted in exponential returns, exceptional for options, let alone shares. The other half simply returned 500% over a little over years, not bad for bench players. If an allocation of even 10% of this portfolio to options on these four stocks and I suspect that average annual return would be approaching 100%. In a more ambitious mood, I might try to run those numbers and report back but for now, suffice it to say diversification is seldom return-friendly, but picking good stocks and trading options for leverage to juice returns for a small portion of that capital is a winning combination for building wealth. The major purpose of a service like this is to provide an edge for accomplishing that task. Whether it be stock selection, option trading, or a combination thereof, we have done well this year and, in fact, every year since we entered this new paradigm in trading from late 2019. When I come out with the 2025 Stock of The Year, remember these words, this update and Grok's computation below, i.e., there is a method to this madness. The selection may or may not come from the above table, may or may not be a name anyone has ever heard of, but be assured, four or five years down the road, odds are it will rank with the others in terms of total returns. No hints, but as of this pre-Thanksgiving weekend the list of candidates has three names which will be whittled down to one over the next few weeks, with an outlier always possible up until date of publication, sometime next month. CHARTS & Options (Premium Service Options Performance) TSLA $400 should provide major resistance, how easily price cuts through the hoopla will be a window into what is in store over the next 12-24 months. PLTR Note breakout as of Friday's close: A classic Wave 4 triangle. RKLB Third waves at multiple degrees of trend ( I count four how many third waves do you see?) BTC Another chart with multiple third waves. Bitcoin flirting with $100K over this weekend, then probably all of Thanksgiving week and eventually, in rear-view mirror. All Active (Unexpired) Options Premium Service PRO Service Grok's Average Annual Return Analysis Tesla (TSLA): Purchased at $23.89 (edit: split adjusted) on December 9, 2019. Current Price: Assume $338.74 (as of the latest data provided). Total Return: (($338.74 / $23.89) - 1) = 13.20x or 1320% Years Held: Approximately 4.95 years from 12/9/2019 to 11/23/2024 Annualized Return: ((1 + 13.20)^(1/4.95)) - 1 ≈ 75.40% Grayscale Bitcoin Trust (GBTC): Purchased at $13.40 on August 3, 2020. Current Price: Assume $50.27 (as per the information provided). Total Return: (($50.27 / $13.40) - 1) ≈ 2.75x or 275% Years Held: Approximately 4.30 years from 8/3/2020 to 11/23/2024 Annualized Return: ((1 + 2.75)^(1/4.30)) - 1 ≈ 32.21% Palantir Technologies (PLTR): Purchased at $10.85 on October 28, 2020. Current Price: Let's assume a hypothetical current price. For illustrative purposes, if PLTR has continued to perform well, let's use $25.00. Total Return: (($25.00 / $10.85) - 1) ≈ 1.30x or 130% Years Held: Approximately 4.07 years from 10/28/2020 to 11/23/2024 Annualized Return: ((1 + 1.30)^(1/4.07)) - 1 ≈ 21.05% MicroStrategy (MSTR): Purchased at $30.00 (edit: split adjusted) on November 30, 2020. Current Price: Assume $205.35 (from provided data). Total Return: (($205.35 / $30.00) - 1) ≈ 5.84x or 584% Years Held: Approximately 3.98 years from 11/30/2020 to 11/23/2024 Annualized Return: ((1 + 5.84)^(1/3.98)) - 1 ≈ 67.53% To calculate the portfolio's average annual return: Average Annual Return = (75.40% + 32.21% + 21.05% + 67.53%) / 4 ≈ 49.05% This calculation assumes an equal investment in each stock at the time of purchase and does not account for any rebalancing or reinvesting of dividends (if applicable, though not common for these stocks). The actual performance might differ based on market changes, stock splits, and other corporate actions not accounted for in this simplified model. Remember, past performance does not guarantee future results.
