The Portfolio Armor Substack

The Portfolio Armor Substack

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Washington’s Newest Strategic Bet
And why we were already there.
5 hrs ago • Portfolio Armor
Exits, 1/23/2025
How we did on the trades we exited this week.
Jan 23 • Portfolio Armor
Trade Alert: Agritech and Optical Networking
Bullish options trades on two of our top ten names from last night.
Jan 23 • Portfolio Armor
Top Names, 1/22/2026
Belatedly updating our top names performance and presenting this week's top ten names.
Jan 23 • Portfolio Armor
Trade Alert: Tripling Down
A rare, third entry on a high-conviction biotech from our Multibaggers list. Plus, bullish options bets on one a Portfolio Armor Top Name, and one from…
Jan 21 • Portfolio Armor
Trade Alert: An Unexpected Industry
Portfolio Armor's top ten names included three representatives of an unexpected industry.
Jan 20 • Portfolio Armor
Exits, 1/16/2026
How we did on the trades we exited this week.
Jan 17 • Portfolio Armor
Trade Alert: AI Meets Healthcare
A bullish options bet on an AI-enabled, small cap healthcare name from our Multibaggers list.
Jan 16 • Portfolio Armor
Top Names, 1/15/2026
Updating our top names performance and presenting this week's top ten names.
Jan 16 • Portfolio Armor
Trade Alert: Photonics And Crypto
Optics, ETH, And Letting The Market Come To Us.
Jan 14 • Portfolio Armor
Trade Alert: A Hypersonic Message From Russia
Precision timing and the new missile gap.
Jan 13 • Portfolio Armor
Trade Alert: Quantum Uncertainty
Bullish options trades on our #1 and #10 names from Friday, a quantum computing stock and a biotech buyout candidate.
Jan 12 • Portfolio Armor
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