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
$335,091.40
+$182,757.03 (+119.97%) lifetime gain
Period:
YTD Gain
+$14,249.31
YTD Return
+4.86%
Lifetime Gain
+$182,757.03
Lifetime Return
+119.97%
Portfolio Value
$335,091.40
| Ticker | Sleeve | Shares | Avg Cost | Current | YTD $ | YTD % | Gain $ | Gain % | Value | Story | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| V Visa Inc. since 2020 | core | 65 | $200.00 | $368.73 | +$1,446.25 | +6.42% | +$10,967.45 | +84.36% | $23,967 | 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 | $974.03 | +$2,629.66 | +13.99% | +$13,068.66 | +156.32% | $21,429 | 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 | $420.57 | +$2,693.44 | +25.02% | -$1,901.76 | -12.38% | $13,458 | 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 | $33.83 | +$3,538.00 | +22.00% | +$5,701.40 | +40.96% | $19,621 | 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 | $661.73 | +$1,555.52 | +7.93% | +$9,015.36 | +74.14% | $21,175 | 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 | $390.54 | -$5,438.40 | -17.42% | +$20,495.64 | +388.18% | $25,776 | 2019. Azure was the math. Stayed for the math. | Holding |
| GOOGL Alphabet Inc. - Class A Common Stock since 2022 | core | 145 | $95.00 | $336.71 | +$3,126.20 | +6.84% | +$35,047.95 | +254.43% | $48,823 | 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 | $585.61 | -$2,592.00 | -9.96% | +$19,104.40 | +442.23% | $23,424 | Late 2022 at $108. Lauren asked why. I said 'because the math is the math.' | Holding |
| BRK-B since 2015 | core | 50 | $280.00 | $509.16 | +$615.50 | +2.48% | +$11,458.00 | +81.84% | $25,458 | Walt's first lesson. You don't sell BRK. | Holding |
| AVGO Broadcom Inc. - Common Stock since 2023 | core | 136 | $84.74 | $370.32 | +$3,087.20 | +6.53% | +$38,839.52 | +337.03% | $50,364 | 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 | $1,210.02 | +$3,241.50 | +12.00% | +$20,750.50 | +218.43% | $30,251 | 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 | $203.13 | +$21.23 | +11.67% | -$10.37 | -4.86% | $203 | Open swing · Stan watching the 7% stop | Active swing |
| ABNB Airbnb, Inc. - Class A Common Stock swing entry | swing | 8 | $141.00 | $153.01 | +$160.00 | +15.04% | +$96.08 | +8.52% | $1,224 | Open swing · Stan watching the 7% stop | Armed +10% |
| JPM JP Morgan Chase & Co. Common Stock swing entry | swing | 3 | $332.50 | $344.71 | +$57.69 | +5.91% | +$36.63 | +3.67% | $1,034 | Open swing · Stan watching the 7% stop | Active swing |
| BAC Bank of America Corporation Common Stock swing entry | swing | 21 | $56.90 | $61.07 | +$107.52 | +9.15% | +$87.57 | +7.33% | $1,282 | Open swing · Stan watching the 7% stop | Armed +10% |
| CASH | powder | “Powder. Stan's rule. Always.” | $27,601 | ||||||||
Stan vs Ronnie
Stop-Loss Stan (the plan) vs Romance Ronnie (the story). Two voices in Max's head.
| Voice | Trades YTD | P&L YTD ($) | 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
22 trades · Stan vs RonnieSELL
GS1 × $990.00 = $990.00
swing
Jul 29, 2026
😇 Stan
“hard_7 stop hit at $990.00 (level $990.45, day 0).”
SELL
TSM2 × $406.66 = $813.32
swing
Jul 16, 2026
😇 Stan
“hard_7 stop hit at $406.66 (level $407.80, day 0).”
SELL
LRCX3 × $351.41 = $1,054.23
swing
Jul 3, 2026
😇 Stan
“trail stop hit at $351.41 (level $413.53, day 0).”
SELL
AMAT2 × $685.00 = $1,370.00
swing
Jul 1, 2026
😇 Stan
“trail stop hit at $685.00 (level $701.14, day 1).”
SELL
C10 × $140.02 = $1,400.20
swing
Jun 30, 2026
😇 Stan
“trail stop hit at $140.02 (level $140.07, day 0).”
BUY
JPM3 × $332.50 = $997.50
swing
Jun 24, 2026
😇 Stan
“JPM scores 3.0 — above both MAs and pressing 52-week highs — consistent with the financials strength already working in GS, MS, C, and BAC. Limit set just be…”
BUY
ABNB8 × $141.00 = $1,128.00
swing
Jun 22, 2026
😇 Stan
“ABNB scores 3.0 — above MA50, above MA200, near 52-week high — the strongest technical profile on the watchlist outside names I already hold. Limit set at $1…”
BUY
BAC21 × $56.90 = $1,194.90
swing
Jun 17, 2026
😇 Stan
“BAC scores 3.0 — above MA50, above MA200, near 52-week high — consistent with the broad financials strength already working in MS, C, and GS. Entry limit at …”
BUY
AMAT2 × $604.00 = $1,208.00
swing
Jun 17, 2026
😇 Stan
“AMAT is above both the 50 and 200-day MAs and pressing near its 52-week high, scoring a clean 3.0 on the scan — same semi tape that has LRCX already working …”
SELL
MU1 × $1,024.01 = $1,024.01
swing
Jun 16, 2026
😇 Stan
“trail stop hit at $1024.01 (level $1041.85, day 0).”
BUY
TSM2 × $438.50 = $877.00
swing
Jun 16, 2026
😇 Stan
“TSM scores 3.0 — above MA50, above MA200, near 52-week high — consistent with the semis leadership theme already confirmed by MU. Entry limit $438.50 is a sl…”
BUY
LRCX3 × $384.50 = $1,153.50
swing
Jun 16, 2026
😇 Stan
“LRCX scores 3.0 — above MA50, above MA200, near 52-week high — consistent with the broader semi equipment strength showing in ASML, AMAT, and TSM. Entry limi…”
SELL
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
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