This article looks at the performance of 3 model portfolios created in September 2025.
Each of our three model portfolios is built around different investment principles. The US Super 10 (+4.85%) tracks the “hot” Magnificent 7 stocks, and is balanced with three broad, bricks-and-mortar American businesses. The core and satellite (+14.88%) illustrates an approach to investing employed by many investors – holding a stable core of broad exposures, wit...

First, a quick survey
Lately I keep seeing people on social media flexing like: “Wow, I’ve been shorting puts on SanDisk every day for the past few months — easy money with my eyes closed!”
The logic behind this strategy is also very simple: SanDisk’s stock price either goes up or moves sideways. So if you do a short put, you make money from delta when it rises, and from theta when it goes sideways. On top of th...

After years of paying up for “pure AI,” Wall Street’s newest rotation has a four-letter name: HALO—Heavy Assets, Low Obsolescence—a shorthand for businesses that can’t be disrupted by a prompt and tend to hold strategic value in the real economy.
In 2026, that HALO lens maps almost perfectly onto one of the biggest AI buildout’s constraints: electricity. As large-model iteration accelerates and data-center footprints scale faster th...