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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names+ Market Watchers

Trade Alert: Top Names+ Market Watchers

Three bullish bets now that it looks like WWIII is off the table.

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Portfolio Armor
Jun 13, 2025
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Top Names+ Market Watchers
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Out Of Our Iran Hedge

In yesterday’s trade alert, I included a bonus volatility trade in the event of war breaking out between Israel and Iran.

Trade Alert: Top Names +

Portfolio Armor
·
Jun 12
Trade Alert: Top Names +

A Brief Note About Posting Frequency

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Today, I exited that trade in two tranches, for gains of 159% and 53%, respectively. The risk that was elevating volatility was that of a wider war, but at this point it looks like Iran got its clock cleaned and won’t be capable of doing anything significant before our hedge was set to expire.

So, it looks like we’re back to the bull market. With that in mind, we have three bullish options trades for today. Two are from my Market Watchers X list, and one was one of Portfolio Armor’s top ten names last night.

Top Names, 6/12/2025

Portfolio Armor
·
Jun 13
Top Names, 6/12/2025

Israel Bombs Iran

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Details below.

Today’s First Market Watchers Trade

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