
“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.
Core holdings + active swings · 4% per swing · 7% hard stops · prices update every 5 min
| Ticker | Sleeve | Shares | Avg Cost | Current | YTD $ | YTD % | Gain $ | Gain % | Value | Story | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| V Visa Inc. since 2020 | core | 65 | $200.00 | $363.22 | +$1,088.10 | +4.83% | +$10,609.30 | +81.61% | $23,609 | 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 | $954.41 | +$2,198.02 | +11.69% | +$12,637.02 | +151.16% | $20,997 | 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 | $423.85 | +$2,798.40 | +26.00% | -$1,796.80 | -11.70% | $13,563 | 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 | $33.21 | +$3,175.50 | +19.74% | +$5,338.90 | +38.35% | $19,259 | 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 | $680.16 | +$2,145.28 | +10.93% | +$9,605.12 | +78.99% | $21,765 | 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 | $450.98 | -$1,449.36 | -4.64% | +$24,484.68 | +463.72% | $29,765 | 2019. Azure was the math. Stayed for the math. | Holding |
| GOOGL Alphabet Inc. - Class A Common Stock since 2022 | core | 145 | $95.00 | $333.30 | +$2,631.75 | +5.76% | +$34,553.50 | +250.84% | $48,329 | 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 | $533.16 | -$4,690.12 | -18.03% | +$17,006.28 | +393.66% | $21,326 | Late 2022 at $108. Lauren asked why. I said 'because the math is the math.' | Holding |
| BRK-B since 2015 | core | 50 | $280.00 | $505.42 | +$428.50 | +1.72% | +$11,271.00 | +80.51% | $25,271 | Walt's first lesson. You don't sell BRK. | Holding |
| AVGO Broadcom Inc. - Common Stock since 2023 | core | 136 | $84.74 | $384.19 | +$4,973.52 | +10.52% | +$40,725.84 | +353.40% | $52,250 | 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 | $1,162.19 | +$2,045.75 | +7.57% | +$19,554.75 | +205.84% | $29,055 | 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 |
| MS Morgan Stanley Common Stock swing entry | swing | 1 | $213.50 | $208.73 | +$26.83 | +14.75% | -$4.78 | -2.24% | $209 | Open swing · Stan watching the 7% stop | Active swing |
| ABNB Airbnb, Inc. - Class A Common Stock swing entry | swing | 8 | $141.00 | $150.72 | +$141.64 | +13.31% | +$77.72 | +6.89% | $1,206 | Open swing · Stan watching the 7% stop | Armed +10% |
| JPM JP Morgan Chase & Co. Common Stock swing entry | swing | 3 | $332.50 | $349.66 | +$72.54 | +7.43% | +$51.48 | +5.16% | $1,049 | Open swing · Stan watching the 7% stop | Active swing |
| BAC Bank of America Corporation Common Stock swing entry | swing | 21 | $56.90 | $61.56 | +$117.70 | +10.02% | +$97.76 | +8.18% | $1,293 | Open swing · Stan watching the 7% stop | Armed +10% |
| CASH | powder | “Powder. Stan's rule. Always.” | $27,601 | ||||||||
Stop-Loss Stan (the plan) vs Romance Ronnie (the story). Two voices in Max's head.
| Voice | Trades YTD | P&L YTD ($) | 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.
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.”