Road For Victory

@InTheMoneyAdam Just wanted to stop by and say I appreciate your frequency in trades on the actively managed portfolio. Appreciate your hard work.

Dropped the stagnant positions that are just sit and watch. Anybody can do this. Adjusted for risk of stagflation, which is becoming higher. You can mix-and-match this with my Actively Managed portfolio (see screen recording) by adding money to this one, it's free with your subscription, to match your risk tolerance. I always am a fan of riding the dip and buying the whole way, but I don't know everyone's financial details: time horizon, income, debt, savings, etc. So I think it's only reasonable to provide this alternative. Use public, no need to approve trades, they happen quick: share.public.com/Adam771875 Link to port: marketplace.joinautopilot.com/landing/1218/5… After today's economic data, the economy is growing at a third of what it was one quarter ago, inflation won't come down, the Fed has no tools to use because jobs are still holding up, businesses aren't investing, and consumers are running out of gas. That's stagflation potential. Stocks that replaced this boring port while still keeping with the theme: ENERGY (Brent $100, WTI $95) XOM (Exxon) - Big daddy, prints cash above $80 crude, fat dividend, buyback hungry CVX (Chevron) - Cleanest balance sheet of the majors, consistent returns COP (ConocoPhillips) - Pure oil and gas play DVN (Devon) - Just absorbed Coterra for $21.5B, variable dividend tied directly to commodity prices. Oil rips, payout=yummerz MPC (Marathon Petroleum) - Margins go absolutely fucking nuts when crude is elevated DEFENSE (Iran conflict, Trump's $1.5T defense budget proposal) LMT (Lockheed) - +50% YTD, F-35, missile defense. Iran situation is a direct catalyst. Kinda a no brainer. RTX (Raytheon) - Patriot batteries, missile systems, every conflict rehappening. this thing prints like my CPA printing all my brokerage 1099's KTOS (Kratos) - Drones and autonomous systems, +263% YTD, most levered play to modern warfare spending. The good Modern Warfare, not the new stuff. Hop on Arc Raiders. GOLD MINERS (Gold parked above $5,200, a duh stagflation hedge) NEM (Newmont) - Largest gold miner on earth, margins above 70% at current prices, free cash flow machine. The fundamentals are pristine as hell. GOLD (Barrick) - Record 2025 efficiency, AISC at $1,950, every dollar gold moves up directly benefits their margin Staples (Pricing power and purely consumer Staples (hah) defense PM (Philip Morris) - +11% annual EPS growth, pricing power that quit just like their users. People don't stop smoking because inflation is hot. They might use it as a lighter, though. PG (Procter & Gamble) - Cost passthrough is easy. Tide doesn't have a recession. MIDSTREAM (Fee-based cash flow, high yield) EPD (Enterprise Products) - 6.3% yield, 27 consecutive years of dividend growth ET (Energy Transfer) - 7.1% yield, trades at a discount to peers, 3-5% annual EBITDA growth HEALTHCARE (Inelastic demand) JNJ (J&J) - 63 consecutive years of dividend increases. And people want medical care even if the economy gets wrecked.

@Underdog @UnderdogNBA @Underdog

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@InTheMoneyAdam Thank you sir, much appreciated. I’ve already subscribed but I was curious. Appreciate the response!

@Guardy2000 Probably on average every 1.5 weeks. Enough to make a 51% return over the last 3 months.

Just letting you know, Robinhood is going to release HSA’s and the stock will jump. I’m never wrong sometimes 100% of the time. Should’ve read my TradingView buy analysis when it was $8. Or just let me hold your clammy hand instead. Join me in my bio. $HOOD