This investment strategy is proprietary to the MBG Investment Club and is intended solely for the knowledge and use of its members. It contains sensitive and strategic financial information developed exclusively for the club's objectives and growth initiatives.
Members are strictly prohibited from sharing, distributing, or disclosing any part of this strategy, including its content and associated discussions, to individuals or entities outside the MBG Investment Club without prior written authorization. If it is discovered that a member has shared this confidential information without authorization:
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Thank you guys so much for being a part of the investment club. It truly means a lot to me. Thank you for being on this journey with me.
As you know, this is the first time we've done this. It was nerve-wracking at times, but I learned so much, and I loved so much of it.
Please take the time to read through our Q3 review and our Q4 outlook below. We are going to rock it. We're so excited for what's next.
If this is our last month together, I hope you had a great time, and I hope I continue to see you in MBG. And if you decide to extend and stay with us, I really hope you do.
Let's rock and roll, and let's make some more money.
Everything in the PDF is on this page below. Download it if you'd like a copy to keep.
Each row is one part of the club's money. Red means that part is worth less now than when it started.
| Strategy | Started With | Current Value | Change |
|---|---|---|---|
| Options TradingIncludes open SPY puts | $702,880 | $340,030 | -$362,850 |
| Posh Plan / LEAPS / ShortsMany positions still open · see why below | $527,120 | $150,029 | -$377,091 |
| Cash ReserveProtected cash | $350,000 | $400,736 | +$50,736 |
| Growth StocksLong holds | $508,733.28 | $451,038 | -$57,695.28 |
| TOTAL | $2,088,733.28 | $1,341,833 | -$746,900.28 |
Our portfolio has previously reached approximately $2.6 million. Because of market fluctuations, the value was closer to $2 million around our previous earnings meeting. These are past account values, not profits that were taken.
These are bets that certain stocks would go down. They're currently showing losses, but they're still open with time left on them.
| Position | Reported Loss | Contract / Position | Estimated Exit |
|---|---|---|---|
| MU | -$53,000 | 2 Year Put | End Q1 / Early Q2 |
| INTC | -$19,200 | 2 Year Put | End Q1 / Early Q2 |
| Sandisk | -$40,000 | Open Position | End Q1 / Early Q2 |
| MSGS | -$10,000 | 1 Year Put | Q4 2026 |
| SPCX | -$50,000 | 14 Month Put | End Q1 / Early Q2 |
| CRM | -$40,000 | 2 Year Position | End Q1 / Early Q2 |
| CoreWeave | -$10,000 | Open Position | Not specified |
Reported losses are on open positions as of this update. They are not final until the position is closed.
Q3 was a difficult quarter. We built big bets that SPY and some AI, software and chip stocks would fall. The drop we expected took much longer to show up, which put several large positions under pressure.
Many of the losing trades are still open, with time left on their contracts. Most have estimated exits around end of Q1 / early Q2 2027, which is after the original January close.
Closing now would lock in today's losses. Instead, we're watching for chances to recover value. That's why we're offering the option to extend, for the chance at more gains.
Our goal is to improve portfolio performance before December and keep managing eligible positions into 2027. We will not take on positions just to stay busy.
Total additional money put to work stays within an estimated $200,000, depending on opportunities.
Select consumer discretionary stocks using our SPY strategy, plus pharmaceutical companies and smaller growth opportunities.
Keep available cash safe while actively managing the open positions.
Robyn will be used only for SPY trades. We start small and watch performance and risk before adding more money.
Robyn has shown encouraging results with smaller capital in prior testing. Results may not scale, and market conditions may cause losses. The target is a goal, not an expected result.
Save these dates. This is what to expect depending on what you choose.
If you exit, payments begin in January 2027 and continue through Q1 2027. Your final amount depends on the confirmed portfolio value and available cash. Some investments may take extra time to close.
This starts at today's reported value. Slide it, or tap a button, to see what different portfolio values would mean for each member.
The tax reserve is a fixed estimate for these examples. Actual taxes may change as portfolio gains change.
Tap one option. You must choose one to continue.
Both options are based on market results and the portfolio value at closing.
This is simply how the club is set up. Check the box to confirm you understand it.
If the law requires a tax form for your payout, it will be sent to you.
Check your details, sign with your full name, and submit.
Do not enter banking or payment details here. Payment updates go through the club's approved secure payment process.