New Year, New Opportunities
Happy New Year, and let me be the first to welcome you to the first trading day of 2026. We trounced the market last year, approximately tripling the return of vaunted Mag 7, and I’m looking forward to another profitable year. Given that it’s a holiday-shortened week and that trading volumes are really low this time of year, there’s not a lot of news to share on our portfolio positions. But it’s worth noting that just before Christmas, Nasdaq did its annual reconstitution of the Nasdaq 100 Index – the index that we use as our “fishing pond” of potential trades in the Tech Titans portfolio. All of these are now fair game for us when we update the portfolio later this month.
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