Thank you @OphirGottlieb for everything that you share with your subscribers. Company insight, trading strategies, but also life lessons. They have meant so much to me in good and turbulent times, especially with the challenges we had/are having in 2020. 1/n

In doing the requisite end-of-quarter performance and portfolio analysis early this morning, I recalled a recent lesson you shared. And I smiled. I hope you will indulge me in sharing this with you. 2/n

Mid-late March, I made a difficult decision to upend my sector-balanced portfolio of 35 stocks, and re-trench with ONLY my highest conviction stocks that would have the best chance at recovery once the COVID crisis stopped shocking the market, 3/n

I kept 15 stocks, 12 of them CML Pro Spotlight and Top Picks. The strategy was simple. Increase positions in these stocks once the market turned around, get back into serious options trading during trading hours, and dedicate 4+ evenings/wk for opportunity/market analysis. 4/n

In short, it worked. Through stock and option decisions that went (mostly) well and some good fortune, I was able to turn around my investment portfolio Q1 performance of -10% to end Q2 WAY over +100% YTD. 5/n

I glanced down at some of the stocks I jettisoned in March, and they included $TWLO and $OKTA, both of which doubled since I sold them off. Surprisingly I didn't feel any emotions of 'missing out' or sadness… 6/n

I had taken those and other funds from the selloff to build a huge cash reserve and buy into stock and option plays that did very well for me since, including $FSLY, up 300% in stock and 2000% in option plays. 7/n

One word popped in my mind. #perspective

And I smiled.

Thank you Ophir. For encouraging all of us to have perspective. 8/8 https://twitter.com/OphirGottlieb/status/1273322906970320898