Newsletter

The GVR portfolio fell -2.62% this week while VOO gained +1.46% and QQQ surged +3.28%, as the broader market rode a wave of Iran peace deal optimism and post-Fed relief higher. GVR sat out most of the rally — a week of deliberate housekeeping on the equity side and continued patience on the options book. MU, AXON, and GOOG were taken off the board for gains, a number of smaller positions that no longer fit the book were closed out, and the portfolio now carries nearly $5,000 in cash ready to be deployed...

The GVR portfolio fell -4.63% this week while VOO gained +0.58% and QQQ rose +2.31%, as the NOW and ONDS options positions continued to lag — though both appear to be consolidating after the prior week's sharp pullback. Markets broadly grappled with easing rate-hike fears and a fading Iran-related oil premium. On the equity side, three positions were trimmed (closed trades: SM, MPC, SYM) and new exposure was added in URAA, CIEN, PLTR, SOFI, and BWXT...

A difficult week across the board — the GVR portfolio fell -9.48% versus -2.51% for VOO and -4.50% for QQQ, as a blowout May jobs report sent rate hike expectations surging and hammered growth equities. The NOW and ONDS options positions pulled back hard, though both remain in the green and the long-expiration thesis is intact. On the equity side, a clean 30% gain on ZETA in under two weeks, and a new options position was initiated...

A four-day trading week following Memorial Day, and the GVR portfolio gained +18.78% — versus +1.42% for VOO and +2.94% for QQQ. The ServiceNow October 2026 $100 call has been building for weeks and finally broke out in a major way, becoming the single largest position in the portfolio. Markets closed at all-time highs across all three major indexes, with the S&P 500 recording its ninth consecutive weekly advance...

This is the first issue of the GVR newsletter. Today I'm documenting the launch of this project — what it is, why I built it, and where it's going. Golden Valley Research started as a personal project to build a quantitative stock scoring system that I could actually trust. The GVR scoring system scores stocks across four dimensions: Valuation, Growth, Profitability, and Revisions — each weighted 25% for a composite score from 0 to 100...