For entertainment purposes only — not financial advice.
SS
Stop-Loss Stan
The plan · 60%
Max Claude
Live“Plan the trade. Trade the plan. Journal the lesson.”
41 years old. Actuary at a midsize life insurance carrier in Folsom. Walt's nephew. Swing trader — 8 to 12 positions, 4% per swing, hard 7% stops, average up not down. Saves 35% of his paycheck. Drinks milk. Owns a wine cellar. Has been to eight Mecum auctions and bid on zero cars.
🍷
The cellar
RR
Romance Ronnie
The story · 40%
Max's Current Portfolio
Core holdings + active swings · 4% per swing · 7% hard stops · prices update every 5 min
$334,294.14
+$182,055.03 (+119.58%) lifetime gain
Period:
YTD Gain
+$14,343.62
YTD Return
+4.90%
Lifetime Gain
+$182,055.03
Lifetime Return
+119.58%
Portfolio Value
$334,294.14
| Ticker | Sleeve | Shares | Avg Cost | Current | YTD $ | YTD % | Gain $ | Gain % | Value | Story | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| V Visa Inc. since 2020 | core | 65 | $200.00 | $322.39 | -$1,565.85 | -6.95% | +$7,955.35 | +61.19% | $20,955 | Tollbooth on every dollar. Boring. Profitable. Don't tell Walt I borrowed his line. | Holding |
| COST Costco Wholesale Corporation - Common Stock since 2020 | core | 22 | $380.00 | $982.35 | +$2,812.70 | +14.96% | +$13,251.70 | +158.51% | $21,612 | Sam goes through goldfish at a rate that funds half this position. Lauren says she counted four bags last week. | Holding |
| UNH UnitedHealth Group Incorporated Common Stock (DE) since 2023 | core | 32 | $480.00 | $408.52 | +$2,307.84 | +21.44% | -$2,287.36 | -14.89% | $13,073 | Bought the 2023 healthcare scare. Stan said the size was right. Ronnie said it was small. Both true. | Holding |
| SCHD Schwab US Dividend Equity ETF since 2021 | core | 580 | $24.00 | $32.82 | +$2,952.20 | +18.36% | +$5,115.60 | +36.75% | $19,036 | Walt's lane. He's right about it. Added in 2021. He pretends he doesn't know. | Holding |
| QQQ Invesco QQQ Trust, Series 1 since 2020 | core | 32 | $380.00 | $721.34 | +$3,463.04 | +17.65% | +$10,922.88 | +89.83% | $23,083 | The hedge against being wrong about individual names. Stan picked it. Ronnie thought it was boring. Stan was correct. | Holding |
| MSFT Microsoft Corporation - Common Stock since 2019 | core | 66 | $80.00 | $390.74 | -$5,425.20 | -17.38% | +$20,508.84 | +388.43% | $25,789 | 2019. Azure was the math. Stayed for the math. | Holding |
| GOOGL Alphabet Inc. - Class A Common Stock since 2022 | core | 145 | $95.00 | $359.68 | +$6,456.85 | +14.13% | +$38,378.60 | +278.61% | $52,154 | 2022 antitrust panic. Bought the panic. Stan approved. Ronnie said the panic was sexy. Stan was the right voice that day. | Holding |
| META Meta Platforms, Inc. - Class A Common Stock since 2022 | core | 40 | $108.00 | $566.98 | -$3,337.20 | -12.83% | +$18,359.20 | +424.98% | $22,679 | Late 2022 at $108. Lauren asked why. I said 'because the math is the math.' | Holding |
| BRK-B since 2015 | core | 50 | $280.00 | $489.25 | -$380.00 | -1.53% | +$10,462.50 | +74.73% | $24,463 | Walt's first lesson. You don't sell BRK. | Holding |
| AVGO Broadcom Inc. - Common Stock since 2023 | core | 136 | $84.74 | $382.07 | +$4,685.20 | +9.91% | +$40,437.52 | +350.90% | $51,962 | Custom silicon is a tax on the AI buildout. Held since the VMware close. Post-split basis adjusted. | Holding |
| LLY Eli Lilly and Company Common Stock since 2022 | core | 25 | $380.00 | $1,133.00 | +$1,316.00 | +4.87% | +$18,825.00 | +198.16% | $28,325 | GLP-1 is real. Bought ahead of the trial readouts. Stan watched the science. Ronnie called her the prettiest chart of the year. They agreed for once. | Holding |
| MU Micron Technology, Inc. - Common Stock swing entry | swing | 1 | $928.00 | $981.61 | +$666.19 | +211.21% | +$53.61 | +5.78% | $982 | Open swing · Stan watching the 7% stop | Active swing |
| MS Morgan Stanley Common Stock swing entry | swing | 1 | $213.50 | $214.04 | +$32.14 | +17.67% | +$0.54 | +0.25% | $214 | Open swing · Stan watching the 7% stop | Active swing |
| C Citigroup, Inc. Common Stock swing entry | swing | 10 | $132.50 | $139.83 | +$211.30 | +17.80% | +$73.30 | +5.53% | $1,398 | Open swing · Stan watching the 7% stop | Active swing |
| GS Goldman Sachs Group, Inc. (The) Common Stock swing entry | swing | 1 | $1,065.00 | $1,062.75 | +$148.41 | +16.23% | -$2.25 | -0.21% | $1,063 | Open swing · Stan watching the 7% stop | Active swing |
| CASH | powder | “Powder. Stan's rule. Always.” | $27,509 | ||||||||
Stan vs Ronnie
Stop-Loss Stan (the plan) vs Romance Ronnie (the story). Two voices in Max's head.
| Voice | Trades YTD | P&L YTD ($) | Performance YTD |
|---|---|---|---|
😇 Stop-Loss Stan The plan | — no trades yet — | ||
😈 Romance Ronnie The story | — no trades yet — | ||
One book. One trader. Two voices. Stan reads the chart and sizes the trade. Ronnie says she's calling and you don't ignore her when she calls. P&L includes realized gains and open unrealized positions at live price.
On Deck
Names Max is watching for a swing entry. Trigger price + thesis.
The on-deck list lands with the next batch.
“If I don't write the thesis before I size it, I'm not in the trade.”
Recent Trades
Max's Recent Trades
10 trades · Stan vs RonnieSELL
AMAT2 × $498.44 = $996.88
swing
Jun 10, 2026
😇 Stan
“trail stop hit at $498.44 (level $503.63, day 0).”
BUY
AMAT2 × $473.50 = $947.00
swing
Jun 9, 2026
😇 Stan
“AMAT is score-3 long with a vol spike confirming momentum above both the 50-day and 200-day MAs, consistent with the broader semi-equipment group strength se…”
SELL
ARM3 × $317.55 = $952.65
swing
Jun 9, 2026
😇 Stan
“hard_7 stop hit at $317.55 (level $324.10, day 0).”
BUY
ARM3 × $348.50 = $1,045.50
swing
Jun 8, 2026
😇 Stan
“ARM is above both the 50-day and 200-day MAs with a vol spike confirming the move — score 3.0, cleanest momentum setup on the board right now. Entry limit at…”
BUY
MS1 × $213.50 = $213.50
swing
Jun 8, 2026
😇 Stan
“MS is scoring 3.0 on the scan — above MA50, above MA200, and pressing near its 52-week high, which is the same technical profile as GS already in the book. E…”
BUY
MU1 × $928.00 = $928.00
swing
Jun 8, 2026
😇 Stan
“MU scores 3.0 — vol spike, above MA50, above MA200 — confirming institutional participation in a name that has technical momentum behind it. Entry limit at $…”
BUY
C10 × $132.50 = $1,325.00
swing
Jun 5, 2026
😇 Stan
“C scores 3.0 — above MA50, above MA200, near 52-week high — confirming trend structure on both timeframes. Entry limit at $132.50 gives a slight pullback fro…”
BUY
GS1 × $1,065.00 = $1,065.00
swing
Jun 5, 2026
😇 Stan
“GS scores 3.0 — above MA50, above MA200, near 52-week high — confirming trend strength across all three filters. Current price $1,074; limit at $1,065 target…”
BUY
AVGO3 × $399.50 = $1,198.50
core
Jun 5, 2026
😇 Stan
“AVGO scores 3.0 — vol spike, above both MA50 and MA200 — the strongest technical setup on the board today. Entry limit at $399.50 gives a slight pullback fro…”
BUY
AVGO3 × $408.50 = $1,225.50
core
Jun 5, 2026
😇 Stan
“AVGO is above both the 50-day and 200-day MAs, confirming trend structure; a limit at $408.50 targets a minor intraday pullback from the $410 handle and keep…”
Max's Spreadsheet
Loading Max's Spreadsheet…