Sungarden Investment Publishing

Sungarden Investment Publishing

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Sungarden Investment Publishing
Sungarden Investment Publishing
TRADE ALERT: CORE ETF PORTFOLIO
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Core ETF

TRADE ALERT: CORE ETF PORTFOLIO

Changes to ETF holdings and an option position

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Sungarden Investment
Oct 17, 2024
∙ Paid

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Sungarden Investment Publishing
Sungarden Investment Publishing
TRADE ALERT: CORE ETF PORTFOLIO
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apples and slice of apple
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TODAY’S TRADES

Sold all 5% MOO (5% to 0%)

Buy 3% more FNGS (7% to 10%)

Buy 5% more DIA (10% to 15%)

Sold all SPY 10/31/24 $600 call options to close

Bought $XSP 12/20/24 $620…

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