Dick Capital’s seven-figure trading portfolio is now +116.76% YTD. By comparison, SPY is +10.51% and QQQ is +18.33%.
What’s most remarkable is that we’ve held no fewer than 30 positions in our trading portfolio at any given point this year. Currently, we hold 40 positions. We’ve proven that diversification, paired with consistent execution and positioning in the right sectors at the right time, delivers. You don’t need to gamble or YOLO on a couple of names to generate outsized returns in the market. A disciplined, diversified approach executed well gets you there.
As a reminder, we recently published a full portfolio review revisiting the thesis behind every current holding, which you can read here.
We’ve also recently removed the paywall from several individual stock DDs, with performance since endorsement shown in brackets.
SK Telecom (-6%)
Versamet Royalties (-6%)
Hyperliquid (+134%)
AmpliTech Group (+100%)
ACM Research (+163%)
Preformed Line Products (+51%)
IMAX Corporation (+16%)
Remitly Global (+46%)
Arteris (+136%)
LightPath Technologies (+37%)
No one on Substack provides alpha like Dick Capital. Make sure you don’t miss our two most recent deep dives: a recent healthcare IPO and an under-the-radar way to play the physical AI and robotics theme.
The remainder of this post will highlight the changes we’ve made across our trading and long-term portfolios since the last update, along with a comprehensive look at our current holdings and their respective weightings.
What We’ve Sold
KEEL +197% (sold 2/5)
KLIC +123% (sold 1/2)
AMPG +142% (sold 1/3)
ASMVY +63%
PENG +58%
RBRK +40%
SYNA +37%
VMET +33% (sold half)
TEM +19%
IRDM +14%
KEYS +14%
IMOS +7%
GFS +6%
RELL +4%
HLIT +3%
MTUAY +3%