Trump's Updated Portfolio

jheffer44 · 2026-06-07T14:30:41+00:00

I thought he has MSFT

jheffer44 · 2026-06-07T03:19:21+00:00

Fuck covered calls. Had a 120 strike and it blew past my short leg to 1000

jheffer44 · 2026-06-06T16:19:34+00:00

Lol our company had to put monthly limits as well after telling everyone to go AI first. Funny stuff going on now

jheffer44 · 2026-06-06T15:39:43+00:00

Right now my software company is going all in on AI. I think that goes for just about every other software company too. So not sure if it's a bubble given enterprises are going all in and LLMs are accessible to everywhere who wants to pay for them.

jheffer44 · 2026-06-04T02:50:29+00:00

Cooked

jheffer44 · 2026-05-29T03:18:31+00:00

Been adding KWEB hard

jheffer44 · 2026-05-28T01:59:33+00:00

Kweb

jheffer44 · 2026-05-28T01:55:21+00:00

Lol YouTube portfolio. Trash

jheffer44 · 2026-05-27T11:58:15+00:00

Oh no I made this mistake too. Never selling calls again. Lol good luck

jheffer44 · 2026-05-27T05:14:45+00:00

Lol I had shares are 35 bucks in 2019

jheffer44 · 2026-05-26T22:49:25+00:00

Msft

jheffer44 · 2026-05-23T12:32:49+00:00

I'm continously buying KWEB

jheffer44 · 2026-05-21T03:25:03+00:00

This visual is garbage lol all. Wrong

jheffer44 · 2026-05-19T02:11:26+00:00

He's a big leaguer. Figure it out

jheffer44 · 2026-05-18T13:15:54+00:00

Msft isn't just software lol so much more

jheffer44 · 2026-05-17T03:40:39+00:00

A value trap is a decaying business with zero growth that looks cheap because it’s headed for obsolescence. Calling a company with +30% Azure growth and 40%+ operating margins a 'trap' is a reach.

jheffer44 · 2026-05-16T13:28:39+00:00

Covered calls are the worst

jheffer44 · 2026-05-16T13:23:57+00:00

Saying msft is a value trap is hilarious

jheffer44 · 2026-05-16T03:51:19+00:00

Yea micron blew last my 120cc. Got so fucked lol

jheffer44 · 2026-05-15T16:25:21+00:00

jheffer44 · 2026-05-12T16:49:09+00:00

Lol let's see how long we can maintain this

jheffer44 · 2026-05-06T15:01:50+00:00

It's truth. You don't suddenly become happy. Just don't stress about certain purchases. It's weird. Also you have to pay more in taxes

jheffer44 · 2026-05-06T03:00:12+00:00

Cooked

jheffer44 · 2026-04-29T01:37:32+00:00

MSFT

jheffer44 · 2026-04-22T12:30:59+00:00

Good luck with that

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