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Tag: SOFI

Adding to 3 Small-Cap Positions as Russell 2000 Turns Dumpster Fire

Avatar photo Stephen Guilfoyle on October 20, 2026

It’s time to play some defense.

Buying More Rocket Lab After Wall Street Endorsement

Avatar photo Stephen Guilfoyle on October 19, 2026

We’re looking to increase four positions of the small-cap portfolio.

Rocket Lab Price Targets Are Falling, but We’re Making Another Trade Today

Avatar photo Stephen Guilfoyle on October 16, 2026

Rocket Lab (RKLB)

Our repair work continues on the $10,000 Portfolio.

Time to Make Some Moves as Things Get Ugly for the $10,000 Portfolio

Avatar photo Stephen Guilfoyle on October 15, 2026

Making Moves

Four buys, one sale and one exit as we fight back and right the ship.

Cathie Wood’s Firm Makes $16 Million Rocket Lab Decision

Avatar photo Stephen Guilfoyle on October 2, 2026

We sold some of our position in the aerospace firm alongside ARK Invest.

Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?

Avatar photo Stephen Guilfoyle on October 2, 2026

Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.

Selling Smith & Wesson After Gains

Avatar photo Stephen Guilfoyle on October 1, 2026

We’re looking to raise some cash for our small-cap portfolio.

Selling 1 Small-Cap Name, Buying 4 as Market Selloff Calls for Finesse

Avatar photo Stephen Guilfoyle on September 30, 2026

Our small-cap portfolio is reeling a bit.

Some Good News After a Harsh Selloff for Our Small-Cap Pharma Name

Avatar photo Stephen Guilfoyle on September 29, 2026

Ionis Pharmaceuticals (IONS)

We’re buying more shares after a harsh day for the position.

Our Small-Cap Name Is Tanking and Nobody Knows Why

Avatar photo Stephen Guilfoyle on September 28, 2026

Market Selloff

Ocular Therapeutix is selling off sharply, taking our small-cap portfolio down with it.

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