Investment Diary

The best opportunity to own a growth stock is when the company’s share price is suffering a deep dip but fundamental unshaken. If we consider using wheel strategy by doing sell-put options using deep- OTM (Strike Price= Current price - 20%)  and setting a short-term expiration date(7- 60 days); collecting upfront premium while waiting share price drop below strike price assigned to buy the stock at the discounted price but if the stock price still above the price we can continue to restart sell put and collect upfront premium again. How option price derived: An option’s price (premium)= Intrinsic value + Time value (Extrinsic Value) As a seller direction:         Extrinsic value= Theta (Time Value) + Implied Volatility        Strike price less than Stock price is Out-Of-The- Money (OTM) ( No intrinsic value )        Sellers: Generate income from selling Time value Time value affects the premium of the opt...

  What is Bull Put Spread? In trader view, Bull Put Spread is considered a moderately bullish (Neutral to bullish view) . You think the stock reach ‘bottom’ and won’t drop lower. The best time to exercise BPS when there an uptrend or chopping sideway. Profit potential is generally limited and depends on the share price remaining above the sell-put strike price at expiry. How Bull Put Spread works? Sell Put + Buy Put = Bull Put Spread Strategy consists of selling put option while buying put option at a lower strike price to help define risk exposure. While the long put (buy put) may help limit downside risk, losses can still occur and options strategies may not be suitable for investors. Using vertical spread at same expiry date and both options must be Out-The-Money (OTM), Zero Intrinsic. Example Spread width: $210 (sell put) - $200 = $10 Total premiums: $0.93 - $0.17 = $0.76 Max loss for 1 contract: ($10 - $0.76) x 100 shares = $924 Max gain for 1 con...

CPI result released The latest U.S. Consumer Price Index (CPI) report shows that in May 2026, prices rose 0.5% month ‑ on ‑ month (seasonally adjusted) and infliation 4.2% year ‑ on ‑ year in May (not seasonally adjusted). The biggest drivers were energy (+23.5% YoY, gasoline +40.5%) and shelter (+3.4% YoY), while food prices rose more moderately at 3.1% YoY.  Energy is the main inflation driver, because of closing strait of Hormuz has started showing up in the inflation data. Core goods actually fell -0.5% month over month. Consumers are still willing to spend their on goods. We will need to see how Kelvin Warsh interpret this CPI report.  CPI report release Fomc meeting  Us federal reserve to hold interest rates steady 3.50%- 3.75%. This is Kevin Warsh’s first meeting, he was called for removing forward guidance and appointing task force tackling five areas of monetary policy  SpaceX IPO debut IPO price was $135 and trading to public $150. I think there are many ho...

 I opened a sell covered call  SoFi  May 29' 26  $17.5  0.04 on 22 May 2026, stock price $15.56 and on Wednesday I noticed there was a strong rebound trend since Monday. Before my mistake, I did not close the contract until the last day, and there was no proper exit strategy to avoid heavy losses. I absorbed $0.59 damage in order to hold Sofi stocks in the long term as I believe in their growth story. I consulted a sell put options expert.  This was his reply: Having a stock move above a covered call strike is not necessarily a bad thing, as the money you'll make on the stock appreciation should more than offset whatever you might lose on the covered call (as long as the call strike is above your stock's initial cost-basis). Now, I understand the concern about not wanting to relinquish the stock if you're still bullish on it, especially for the long term. A couple of choices to consider: Roll the call strike up & out if the stock gets close.  This ...

 The $1.5 billion capital raise in late 2025 fueled speculation about acquisitions, but management clarified it was not specifically earmarked for one. Anthony Noto purchased 56,ooo shares at $17.88 on 2/03/2026 Anthony Noto purchased 28,900 shares at $17.32 on 17/03/2026 Sofi acquired composer 11/05/2026 Composer Technologies is an AI-native, no-code investing platform that allows users to build, backtest, and execute automated trading strategies across US stocks, ETFs, crypto, and options without requiring coding skills.  Founded in 2020 by Benjamin Rollert , Ananda Aisola, and Ronny Li, the company utilizes a proprietary visual editor called Symphonies and large language models (LLMs) to translate natural language prompts into executable algorithmic strategies.  Anthony Noto purchased 15, 878 shares at $15.73 on 8/05/2026 SoFi acquired PrimaryBid - 12/05/2026 PrimaryBid is an FCA regulated fully digitised platform that connects publicly-listed companies with e...

The market is anticipating few events in May 2026! Firstly,  Kevin Warsh will be governing Fed reserve. The current CPI inflation is 3.81% ( good inflation rate: 2%) and US 10 year treasury yield is 4.55% and is interesting to observe him tackling inflation and balancing employment rate.  Whether Kevin Warsh able to be independent or not, we have to be defensive approach in the midst of uncertainty. Secondly, US-China Summit is happening right now Trump bringing many CEO such as Nvidia, Qualcomm, Master, Micron and etc to make a deals with China. Trump invited president Xi to White House on 24 September While I believe these are the win-win situations for the both sides and rest of the world. Lastly, As we still digesting the current events, I collecting premium income using cover-call options trading. Sellers always be love time decay if they did risk calculation while holding stocks why not open short-term contract it provides income and not selling the stocks.  Options...