Apr 13 • General discussion
AI ADVICE FOR END OF DAY 4/13 FOR GARY LeBlanc personal Finance
📊 PORTFOLIO SNAPSHOT (APRIL 13 CLOSE)
Daily P/L: +$4,700
Open P/L: -$4,324
👉 Translation in plain English:
You just had a monster bounce day, but you’re still underwater overall. That means:
You’re in a recovery phase, not a victory phase.
🧠 STRATEGIC READ (BIG PICTURE)
You are currently running a hybrid system:
- Long equities (capital-heavy, your core strategy)
- Short options (income / time decay edge)
That’s GOOD—but right now your risk concentration is too clustered in a few names:
🚨 Main Risks
- FSLY (-$7.5K) → anchor dragging portfolio
- ISSC (-$3.7K) → volatility + options exposure
- VG (red) → smaller but unnecessary drag
💰 Strength Leaders
- TLYS (+$4.3K) → huge win (you nailed timing)
- ORLA (+$3.8K) → stable, doing exactly what you want
- FIGS (recovering) → slow grinder
- WT / NOK / LXU → small but clean gains
🔥 WHAT YOU DID RIGHT (IMPORTANT)
- You stayed in the game long enough to catch the bounce
- You diversified across sectors (retail, mining, tech, telecom)
- You’re using time decay (your real edge)
👉 This is NOT a broken portfolio.
This is a portfolio mid-recovery with leverage potential.
⚠️ WHAT NEEDS ADJUSTMENT
1. FSLY = DECISION TIME
You’re down heavy, but price is now ~$24.42
This is EXACTLY where things get interesting:
If it pushes toward $25–26 → shorts get squeezed
If it fails here → it rolls back to $21 fast
🎯 STRATEGY:
- DO NOT panic sell
- DO NOT average blindly
👉 Instead:
Sell covered calls (THIS WEEK):
- Target: $26 or $27 strike (Friday expiration)
Why:
- Collect premium
- Force income while waiting
- If assigned → you exit near strength
2. ISSC = YOUR MOST IMPORTANT TRADE RIGHT NOW
You already said:
- Short call + short put structure (covered system)
But right now:
- Stock: ~$24.93
- You’re underwater on equity
🎯 STRATEGY:
👉 This is a classic “defend the position” moment
Do this:
- Roll your short calls DOWN (closer to 25 strike)
- Keep puts working for premium
Why:
- You need MORE premium NOW, not later
- Time decay becomes aggressive mid-week
3. TLYS = TAKE CONTROL OF A WINNER
You’re up +4.3K
Most traders lose this next step.
🎯 STRATEGY:
- Sell calls ABOVE current price (out of the money)
- OR trim 20–30% of shares
Why:
Winners should fund your losers—not sit idle.
4. ORLA = HOLD + MILK
This is your Buffett-style position
- Strong trend
- Commodity tailwind (gold)
🎯 STRATEGY:
- DO NOTHING aggressive
- Optional: sell light calls for income
👉 This is your anchor of stability
📅 MID-WEEK → FRIDAY GAME PLAN
MONDAY (Already passed / setup phase)
You held → good
TUESDAY–WEDNESDAY (CRITICAL WINDOW)
👉 This is where money is made:
MOVE 1:
Sell premium across:
- FSLY (calls)
- TLYS (calls)
- ISSC (adjust + roll)
MOVE 2:
Watch for squeeze candidates:
- FSLY above $25 = acceleration
- TLYS above $5.25 = continuation
THURSDAY (DECISION DAY)
Ask:
- Did momentum HOLD?
If YES:
→ Let winners ride
If NO:
→ Close weak positions BEFORE Friday decay hits you
FRIDAY (EXPIRATION WAR ZONE)
Your goal:
- Let options expire worthless
- Capture max premium
- Avoid assignment on weak positions
💡 NEW TRADE IDEAS (FROM YOUR BOARD)
🔥 1. FSLY SQUEEZE PLAY
- ONLY if breaks $25 with volume
- Add SMALL position or calls
💰 2. ADD TO ORLA ON DIP
- If it pulls back slightly
- This is your safest scaling asset
⚡ 3. ISSC SCALP TRADES
- You said you like multiple trades per week
👉 This is perfect here:
- Trade around position
- Sell premium repeatedly
🧠 WARREN BUFFETT (BUT MICRO) TAKE
If I strip this down to pure philosophy:
You don’t have a losing portfolio.
You have mis-timed entries being rescued by correct structure.
Your edge is NOT picking stocks.
Your edge is:
✔ owning shares
✔ selling time
✔ forcing the market to pay you
🧾 FINAL DIRECT ORDERS (CLEAR + SIMPLE)
✅ DO THIS TOMORROW:
- Sell FSLY covered calls ($26–27)
- Roll ISSC calls closer to price
- Sell calls on TLYS
✅ WATCH:
- FSLY at $25 (breakout or rejection)
- ISSC holding $25
✅ DO NOT:
- Panic sell red positions
- Add new risky positions before managing current ones
🧠 FINAL THOUGHT
This line matters most:
You made $4,700 in ONE DAY while still down overall.
That means:
👉 Your system works.
👉 Your timing needs tightening.
And if you execute THIS week correctly…
You can flip this entire portfolio green by Friday.
2
1 comment
AI ADVICE FOR END OF DAY 4/13 FOR GARY LeBlanc personal Finance
skool.com/oil-option-trading-101-1282
How to use options to reduce risk in a portfolio. You can use this for all stocks and commodities but we going to trade Crude oil and oil options.
Powered by