2020-2025 Ultra Growth Portfolio Up 473.56% vs. SP 500 89.85%

Deep Research + Patience + Transformational Change
= 878% Outperformance vs. SP 500 Index Since 2012

March 25 Newsletter Part 1 ALERT:
The Great Rotation To "All Weather" Sectors and Stocks is On--And Our MASSIVELY Appreciated AI Tech Stack Winners Are the "Source of Funds . . .For As Long as
The DAILY Episode of the Trumponomics Reality TV Show Changes Policy Every DAY! 

As I advised last week, sell NVDA TQQQ SOXL positions from May 2023 after an amazing run as a source of Funds for new positions and selling call options against remaining shares.

Today we are selling AVGO (earnings out after the bell!) VRT PSTG AMD TSM ANET

Here is a good example of NVDA PUT Option Trade

  • Sold the 3/21/2025 $118 put for $6.50

  • Bought the 3/21/2025 $110 put for $3.50

  • This spread was established when NVDA was roughly trading $118

  • An investor will collect $3 or $300 per one put spread (collecting 2.5% over the next 21 days or 43% annualized)

  • An investor risks being “put” to NVDA or owning the stock at $115

     

With tight sell stops, I have sold (and recommend you either sell or sell March 21 Call Options) ALL our remaining AI TECH stocks--BUT SELL AVGO RIGHT NOW!

PS TODAY--March 17 last day to renew your TR Ultra Growth service!     

We are adding 7-8 NEW Transformational Secular Growth Sectors for the Great 2025 Rebalancing in the next weeks!
https://www.transformityresearch.com/tr-ultra-growth


Tobin Smith--Founder/CIO Transformity Research/Wealth Management/Transformity Capital Markets

Founder of ChangeWave Research (now part of S&P NYSE listed Global Research )/2X NY Times Best Selling Author ChangeWave Investing & ChangeWave Investing 2.0 published by Random House/Editor Transformity Ultra Growth/Ultra Monthly Income/All Access Trading Room/Managing Member TransMed One  TSIG LLC/ 14-Year Contributor on Fox News' Bulls & Bears /Host @ Fox Business

Tobin Smith