Bearded Investor: Portfolio Updates

Updated - I Sold A Portfolio Position to Take Advantage of the Tech Crash

Bearded Investor — Mon, 02 Nov 2026 14:48:03 GMT

11-06-26

I received my dividend from so I reinvested that plus some with another $500 buy of the ETF. This brings my total shares in to ~851 and I have no plans to stop especially when the Nasdaq dropped recently.

The goal is the same - make a income producing position that can basically keep up with the underlying nasdaq while getting diversification in tech to keep buying power growing for individual stocks.

11-05-26

I rolled my put once more with this large drop today. The new put expires in September of 2027 and has a strike price of $430. may fall lower in the coming days, but this gives the shares a chance to recover if there is one.

In addition, I bought $500 more or . With all the premium credit I keep collecting on , I thought it might be good to start buying up on weakness.

The realized P&L is negative because of all the rolls I have done. That amount is absorbed into the put cost basis.

11-04-26

Well the saga continues and with the midterms done AND reporting great numbers, I felt comfortable rolling up my put in time and strike price. My new put expires Jan 15th 2027 with a strike price of $480. And yes, I was able to do this for a credit.

If this gets assigned, it’s not really an issue. I will sell a corresponding covered call to meet the margin interest cost and generate additional profits on top of that. Markets love certainty and with two major things out of the way, I’m anticipating a lessening of implied volatility hopefully.

11-02-26

I updated my put down and out once again to give the option a little bit more breathing room. The new option is a $450 strike put expiring on February 19th. I received some money for the roll and will use it to build more growth stocks.

I sold pretty much as soon as I got it. Not because I don’t like it, but because investors have received a huge boon in tech stocks dropping. dropped below $300 and is sitting around at $280 per share.

I did not anticipate such a drop and I want to take advantage of amazing individual companies that are trading like they are broken. That return will always be greater than an ETF just based on logic. I took the money from and put

it into . I will be adding shares to while it gets hit with fear and as price allows.

The fear over search is laughable to me. These same fears persisted the first time was trading at $150 and then with it’s plethora of talent figured out AI mode, Gemini, a slew of AI integrated products and went to over $300 a share. I doubled my money in a very short amount of time.

Now analysts are again worried when they see a smaller percentage of growth in the Google Search and Other segment. Really? Not to mention that cloud growth DOUBLED to over $30 billion.

What’s most likely going to happen is that continues to build cloud revenues close to or exceeding what Google Search makes in the coming years. Traditional Google search will probably decline while they ramp up their AI search.

So a profitable business segment will be switching to an AI version AND the other segments like cloud will post record growth, possibly making more money than search ever did. The depreciation and debt are a real thing and need to be monitored. It’s possible that drops even more in the coming months and I will be picking up shares lower and lower.

As always, my content is not financial advice so please do your own due diligence when investing your own money into the markets.

Updated I Bought A New ETF to Round Out my Income Side of the Portfolio

Bearded Investor — Mon, 26 Oct 2026 14:10:13 GMT

10-30-2026

I rolled my $485 put out to January 15th 2027 because of the horrible earnings report reactions to big tech like , , and .

What was especially concerning was how fell 30% on their earnings report due to lower forecasts in their PC segment.

In order to get a better entry price on potential share assignment, I chose to roll down and out from $485 strike price to $460 strike price on . This also gives more time to let midterm jitters get out of the market.

In addition, there is levels of support at the $460-ish level so it’s a little bit better. However, may still flush below that on bad guidance or earnings, so it’s a bit of a wait and see approach.

I managed to make a little bit more usable cash with this roll which I will keep safe for now.

StockAnalysis.com for all your stock research needs here.

10-29-2026

I bought a very small amount of on this dip today after their earnings report. If it stays under $300, I will try to add more shares. I wrote a quick dive explaining their results and why, so check that out for more information here!

I bought this morning for a few reasons. As everyone who subscribes to me knows, I had one income ETF this whole time . I chose because of the 25%/75% option overlay which does not cap the upside of the Nasdaq completely.

Looking at total returns, performs admirably compared to the underlying Nasdaq and much better than other covered call ETFs.

However, there was one ETF I looked at that performed BETTER than the underlying and that was . uses put credit spreads on the SPX to increase the return on the underlying S&P500 index without capping the upside at all. The total return says it all:

This past Friday, Liquid Strategies launched . The only difference between and is that uses the Nasdaq as the underlying same as . As a value and growth long term investor, I tend to favor high growth tech in my mix as much as possible.

This essentially is the best of both worlds - uncapped upside on Nasdaq AND put credit spread premium using the more stable SPX! So now I have a strategy that works in slightly down markets, flat markets and raging bull markets. My goal is to have a 60-40 ratio of capital allocation between and so I will have some catching up to do for .

This does not change my individual equity strategy at all. The more money I put into the portfolio, the greater portfolio margin buying power for selling more puts and increasing holdings. I continue to look forward to high growth/compounding from my individual stock mainstays and I’m still actively looking for opportunities in individual stocks.

As always, my content is not financial advice so please do your own due diligence before investing any of your own money.

I Sold A Put on $AMD With the Ongoing Weakness in the AI Trade

Bearded Investor — Thu, 22 Oct 2026 13:54:22 GMT

Hello and happy Thursday to my subscribers! I sold an put with a $485 strike and Nov27’26 expiration today in order to capture premium on a volatile asset.

This generated approximately $2100 in premium and I will be looking to capitalize at least 50% of this premium before buying back this option. is a highly liquid equity and it’s options are no exception.

I chose writing a put on over several other equities because of how the chart looks and the risk-to-reward on these names. Other options were , and . I will keep the money as dry powder for now while I figure out the best investment case.

I will let my subscribers know if I buy this back sooner by updating this post so stay tuned!

As always my content is not financial advice so please do your own due diligence when investing your own money.

Updated - Bought More $GPIQ With Option Premiums as the Growth/Income Portfolio Continues to Develop

Bearded Investor — Mon, 12 Oct 2026 16:28:17 GMT

UPDATES

10/16/26: I sold and bought and . I don’t think that is a bad company, but with the recent rise due to the Muse rollout and other news, the risk/reward is not as desirable as and holding a broad basket of the NASDAQ.

This move brings to over 100 shares unlocking another form of cash flow as well as increasing passive income from to over $400…

UPDATED I Bought More $GPIQ While I Wait for Better Opportunities in Individual Equities

Bearded Investor — Mon, 05 Oct 2026 20:14:07 GMT

I Concentrated my Portfolio Today With a Few Buys and Sells

Bearded Investor — Fri, 18 Sep 2026 19:58:12 GMT

Hello fellow investors!

A quick update about my portfolio. I sold and for a few reasons. I bought those ETFs, before I researched and the 25%/75% option overlay flexibility. This is the preferred method of covered call option overlay as it caps less of the upside of the Nasdaq.

I Bought More $GPIQ With Option Premiums

Bearded Investor — Tue, 15 Sep 2026 17:34:26 GMT

To start off, I bought ~$2500 of in the portfolio with the option premiums I received from writing options on and .

This brings me up to ~230 shares in so far. Now let’s discuss the elephant in the room. The US met coal equities are taking a beating and they account for big paper losses in my account today. The account is down $4k-$5k on those equitie…

I Sold A Covered Call on $AMR and Bought More $GPIQ

Bearded Investor — Mon, 14 Sep 2026 16:22:40 GMT

Hello investors! I made some moves in my portfolio today, and as always, I share them as close to real-time as possible. From the screenshot below, you can see I first took a very quick position in a portfolio-secured put for the same day expiration.

This was a judgement play based on pre-market activity and just an opportunistic move with regards to th…

Why I Sold a Oct16’26 $600 Strike Put on $CASY

Bearded Investor — Thu, 10 Sep 2026 16:26:17 GMT

Hello investors! Today I sold a put on after a large price drop following their earnings:

is a new name that I have not talked about on this channel, but they have been on my watchlist for a while. is in the general store category that operates convenience stores and gas stations in the midwest and other rural places. The P/E was in the 40’s before th…

I Bought More $GPIQ to Balance my Income ETF Section of my Portfolio

Bearded Investor — Fri, 04 Sep 2026 14:02:48 GMT

I bought more today in order to balance my 3 ETF bucket in my portfolio. Avid viewers and readers should recognize this move as I have publicized this in my YouTube videos as well as my writing here on Substack.

This brings my total investment to ~$10k in this portfolio which translates to around $1000/year in distributions. In terms of sector concentr…

A Quick Strategy to Make Income on Existing Shares

Bearded Investor — Thu, 03 Sep 2026 21:12:12 GMT

I sold a covered call on at a $250 strike price expiring on October 16th 2026. I closed that position today and captured about $550 dollars when that contract was bought back.

In the screenshot above, you can see the initial option sold and I received approximately $1400 for the contract. I did this because there was clear resistance after a huge rally …

Major Portfolio Update With This Stock

Bearded Investor — Mon, 31 Aug 2026 14:54:45 GMT

Over the weekend, I performed a lot of research on .

Since NEOs has been absorbed into the Goldman Sachs Asset Management division, I thought I would look at Goldman’s ETF lineup. I found a similar name to in and I found it was better.

I Bought More of This ETF to Increase Income for Stock Buys

Bearded Investor — Fri, 21 Aug 2026 18:00:38 GMT

This will come as no surprise to my Substack and YouTube subscribers, but I have bought more to increase my monthly cashflows. The money was from this month’s distribution of and .

My shares have less total weight in the ETF side of the portfolio with a similar dividend yield and favorable tax properties as , so I choose to keep investing in that unti…

Bought More of This Investment on this Big Up Day in the Markets

Bearded Investor — Wed, 19 Aug 2026 15:49:33 GMT

I bought more on this huge up day in the markets in the SP 500 because of the long-dated debt buybacks by the treasury. The reason I bought more is to bring it up to par in my ETF portfolio with the other two ETFs and to increase my yearly dividend yield.

Those who follow me know that my initial goal is to reach around $12k a year in dividends to fund …

I'm Buying More of These Stocks in my Portfolios

Bearded Investor — Fri, 14 Aug 2026 14:57:07 GMT