The Portfolio Armor Substack

The Portfolio Armor Substack

Trade Alert: Adjustment, 8/20/2026

Adjusting one of our Multibaggers trades from this morning.

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Portfolio Armor
Aug 20, 2026
∙ Paid
Ghibli bull options trading

One Makes Sense To Adjust Here

I just repriced all three of our trades from this morning.

Trade Alert: Biotech's Bid Is Back

Portfolio Armor
·
9:38 AM
Trade Alert: Biotech's Bid Is Back

Two Proof Points In One Session

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Current fair values of the Humana (HUM 0.00%↑) and Arrowhead (ARWR 0.00%↑) trades are far from their current fair values and unlikely to fill, but GRAIL’s (GRAL 6.21%↑) fair value is right at the midpoint, so I’m raising my maximum net debit on it to $0.90.

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