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Trade Alert: Top Names + Nuclear
A bullish bet on a new nuclear name in our top ten last night.
5 hrs ago • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names + Nuclear
Trade Alert: Top Names
Two New Trades From Friday’s Top Ten Fit
Aug 18 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names
1
Swinging For The Fences—Without Blowing Up
How a $30,000, 6-month hedged portfolio beat the market while capping risk at ~13%
Aug 16 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Swinging For The Fences—Without Blowing Up
Exits, 8/15/2025
How we did on the trades we exited this week.
Aug 15 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Exits, 8/15/2025
Trade Alert: Earnings + Top Names
A bullish bet on a beaten-down Scandinavian tech company company.
Aug 15 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Earnings + Top Names
1
Top Names, 8/14/2025
Revisiting our core strategy and updating our top names performance.
Aug 15 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 8/14/2025
Trade Alert: GLP-1 Aftershocks
Taking advantage of today's drop to bet on a beneficiary of the explosion in weight loss drug use.
Aug 14 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: GLP-1 Aftershocks
2
Trade Alert: Top Names + Rare Earths
Same M.O. as our LEU trade yesterday. Plus, a bullish bet on another top name.
Aug 14 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names + Rare Earths
Trade Alert: Nuclear Roulette
This one's strictly for gamblers.
Aug 13 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Nuclear Roulette
Trade Alert: Top Names + Core Themes
Taking another crack at LEU after its drop today, after exiting a trade on it for 225% last week. Plus, a bullish bet on a new PA top name that fits our…
Aug 13 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names + Core Themes
Trade Alert: Advanced Money Destroyer
A bullish bet on our #1 name from last night, AMD, and our #3 name, a nuclear stock.
Aug 12 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Advanced Money Destroyer
Trade Alert: Top Names
Another crack at the one that got away last Monday. Plus, a bullish bet on a copper miner in our top ten.
Aug 11 • 
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names
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