Mason Staub

@DeepValueBagger Great insight, works in the world outside of stocks as well. Social clarity and critical thinking is rare.

@Remzztrades great play after $ARM know what follows!

Calls go brrrrrrrr

2 months into running the portfolio live: +15.0% return not driven by one name — broad contribution across the book big winners: MU +90% STLD +28% EBAY +21% laggards contained -10% range dispersion doing its job

@parsaregoodgolf @Top100Rick I agree Rick had a terrible take there

@Top100Rick Nothing like using one single, downwind shot to try to prove your point. You guys are completely obsessed. Does your life really change if he can’t do this?

Scottie Scheffler hits his 3 wood 324 yards to pin high. Scottie isn’t even known as a super long hitter. (Top 50 in that department.) It’s okay to marvel at the player’s athleticism and brilliance, while also asking if enough is enough.

$NVDA $AMZN $GOOG it’s YOUR time to boogie 🪩

What a day. $ARM breaking out after months of consolidation. $NUE Steel Char-lit OG breaks out ATH. $EBAY Optimized portfolio guy great +10%. $LUV not so much after ER ( Earnings Report). $VIK $MU $STLD $AA steady horses.

We’re breaking highs across the board and seeing continued gap-ups in the indices $SPY $QQQ $SMH. Flow is positive. News backdrop is supportive. Price action is clean. Not trying to overthink it — this is a “stay with the trend” environment. Ride strength. Manage risk. Let the market tell you when it’s done. $AVGO $ARM $ORCL $MU

I found the biggest flaw in my portfolio optimizer: I was only optimizing the top 15 stocks. Sounds efficient… but it actually destroys diversification. The fix: optimize across a wider universe → then allocate capital. Ranking picks stocks. Optimization builds portfolios. Big difference.

Recent tape: Sharp macro-driven selloff to start — most names moved together. Higher beta exposures took the brunt: • LUV, CDE, FTAI sold off quickly Then a fast rebound: • AA, VIK recovered • Energy stabilized A lot of movement, not much net change. That’s typically where dispersion starts to show up.

It’s been 1 month into running this live: Slightly behind SPY. Nothing unusual so far. • Portfolio behaving as designed • Dispersion is there • No structural issues Just letting the process run.

WealthFlow Engine — Month 1 (Live) Portfolio: -1.23% S&P 500: -0.59% Relative: -0.64% Within expected range for an initial deployment. Early performance mostly reflects dispersion across cyclicals, energy, and materials. Positioning remains: • Beta ~1.1 • 14 holdings • Within risk / volatility constraints This is a multi-period process, not month-to-month.

It’s been 1 month into running this live: Slightly behind SPY. Nothing unusual so far. • Portfolio behaving as designed • Dispersion is there • No structural issues Just letting the process run.

WealthFlow Engine — Month 1 (Live) Portfolio: -1.23% S&P 500: -0.59% Relative: -0.64% Within expected range for an initial deployment. Early performance mostly reflects dispersion across cyclicals, energy, and materials. Positioning remains: • Beta ~1.1 • 14 holdings • Within risk / volatility constraints This is a multi-period process, not month-to-month.

Attribution to results (Month 1): Outperformers: • AA +22% • VIK +5% • EBAY +6% Underperformers: • LUV -15% • CDE -17% • FTAI -10% Dispersion is expected. Portfolio outcome is driven by aggregate contribution — not individual names.

WealthFlow Engine — Live Update Portfolio: -5.35% S&P 500: -4.73% (1M) Near-term performance reflects initial capital deployment and normal dispersion across positions. This is a diversified, optimization-driven portfolio — not single-name exposure. Performance will be evaluated on a rolling, risk-adjusted basis.

One interesting result from the first run of WealthFlow Engine: Several stocks ranked very high by expected return but didn’t make the final portfolio. Example: VG ranked #8 with ~20% expected return. But it received a 0% portfolio weight. Why? Beta: 5.48 Volatility: 87% The optimizer rejected it.

@Brooks789654 Dropped output on my page! Technicals I look at price above 50/200 moving averages and relative strength. Fundamentals need to be profitable, so I like ROE +, EPS +, P/E to name a few. Mix in relative strength and your list is typically pretty short with just those few!

@MasonStaub Dude, I've followed you. Looking forward to your follow back!

This week $NBIS outperformed $IREN in a huge stretch. I'm glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it. Here's why... 1. NBIS revenue growth much higher than IREN 2.NBIS execution is more visible/software/ platform/customers/multiple platform DC. 3. IREN AI business is still small, and BTC mining is a huge drag. They obviously can't throw all those miners away, and must keep them running to end of life. 4. IREN depends on higher execution risk w/ Microsoft. Microsoft reserve the rights discontinue - my nightmare case. With lack of execution history on the AI side, this is difficult to stomach. 5. IREN atm risk is looming.

For anyone interested in how the system works, I broke it down here: x.com/MasonStaub/sta…

Today I’m launching WealthFlow Engine v1.0. It’s a systematic portfolio optimizer I built to manage my personal investing process. The workflow is simple: • screen the broader stock universe • narrow it into a focus list • apply fundamental, risk, and portfolio construction filters • optimize a concentrated portfolio • rebalance quarterly after earnings season The current version builds a 5–15 stock portfolio and weights positions based on expected return, valuation, quality, growth, and risk constraints. I’ve now deployed the first live version with real capital, and I’m going to document the process publicly as I improve it over time. Building in public.

This first live version is now deployed with real capital. I’ll be sharing: • portfolio updates • rankings • near-miss ideas • rebalance changes • system upgrades

The goal is not just to pick good stocks. The goal is to build a better overall portfolio: • controlled beta • controlled volatility • sector caps • diversification • quarterly re-optimization

What WealthFlow Engine v1.0 actually does: