Before I get into my Market Analysis and Active Portfolio Updates, I want to give a quick overview on the 4 different portfolios I cover here at Marlin Capital. Each portfolio has its own separate strategy.
Here are the 4 Portfolios I will cover at Marlin Capital:
Active Portfolio: swing trading account. Real-time entry and exit alerts are given in the Marlin Capital Live Trading Room via Substack chat (in the Substack app). Typical risk on these trades is between -3-10%, usually targeting +10%+ gains (2x1 on risk minimum). Our holding period varies, but as seen with APH, HOOD, and SPOT (now holding for >1 month), we let our winners run.
SMID Cap 6: portfolio of my Top 6 Small and Mid Cap AI picks, released yesterday. These 6 stocks are designed as long term holds (12+ months), and I am expecting to hold each of these names into 2026. With that said, I will be evaluating all 6 holdings on a quarterly basis from here and any new updates will be given when applicable.
Trump Trades Portfolio: long term buy and hold investments for the Trump presidency in my IRA. Given the public fallout between Trump and Elon Musk last week, I must consider replacing TSLA in this portfolio. I remain bullish TSLA long term (primarily due to the roles they will play in autonomous driving and robotics), but it has certainly lost its luster as a “Trump Trade”/beneficiary of the Trump presidency. A final decision on this will be given in the next week.
Top 2025 AI Picks: Think of this like a Marlin Capital ETF for Artificial Intelligence. These are my Top 33 AI stock picks for 2025. All my favorite AI stocks to hold are included here.
Daily Market Commentary: