Portfolio Case Studies
Detailed breakdowns of our personal portfolio execution. We document our own research-driven entries and exits for educational transparency—showing exactly how we manage risk on every setup.
Not Financial Advice • Educational Case Studies • We Trade Our Own Research
Entry Signal: Feb 2, 2026Status: Developing
Catalyst Core™ Synthesis
AI Signal: Identified critical optical bottleneck in Hyperscaler networking. By using a surgical 2% initial stop, we locked in a 50R+ opportunity on the secondary runner portion.
Execution Plan & Risk
- checkThe Catalyst Core™ identified a major AI bottleneck that positioned LITE to solve a critical infrastructure pain point
- checkBreakout entry at $441 with a hard stop at $432 (Low of Day)
- checkStrict 2% initial risk allows for massive R-multiple scaling
- checkScale 1: Locked +38% on first leg; moved stop to break-even
Exit strategy
Partial Exit (50%) at $610.37. Currently trailing the remaining 50% using the 9-day EMA. The tight initial risk turned a 'good' trade into a portfolio-defining winner.
Entry Signal: Apr 13, 2026Status: Developing
Catalyst Core™ Synthesis
AI Signal: Detected momentum shift in space/defense basket. Executed on a 50-day MA reclaim with a tight 2.5% stop to maximize reward-to-risk.
Execution Plan & Risk
- checkThe Catalyst Core™ detected multi-day RS vs. broad market
- checkEntry: $69.10 | Hard Stop: $67.50 (Breakout day low)
- checkLow initial risk (2.5%) targeted a 10:1 R-multiple on the first push
- checkQuick 30% move within 6 trading days hit all initial scale targets
Exit strategy
Partial Exit (50%) at ~$90. Selling into parabolic push near resistance. Remaining shares managed via 9-EMA trailing stop rule.
Entry Signal: Mar 10, 2026Status: Developing
Catalyst Core™ Synthesis
AI Signal: Detected high-conviction institutional accumulation in the memory sector cycle recovery. Tactical entry on a multi-month base breakout at $600 with surgical 3% risk.
Execution Plan & Risk
- checkThe Catalyst Core™ flagged 'Sector Rotation' into Memory/Storage leaders with leading Relative Strength (RS)
- checkEntry: $600.00 | Hard Stop: $582.00 (3% below pivot)
- checkVolume Expansion: 180% above 50-day average on the $600 breakout signal
- checkStrategy: First scale at 3R to achieve 'risk-free' status on the core runner
Exit strategy
Developing. Current strategy: Trail using the 9-day EMA for momentum. If 9-EMA breaks, trail using trend structure (higher lows) on the runner.