Strategy for Week of July 14th

🎯 ENPH Covered Call Roll Reminder

• Current CC: $46 strike, exp 7/18/2025, premium received: $31.32
• Current value: $26 → ~20% unrealized profit
• ✅ Consider buy-to-close if rolling to lock gains
• 🔁 Sell new CC (more aggressive):
  • Strike: $44 or $45
  • Expiry: 7/18/2025 (next Friday)
  • Target Delta: ~0.40–0.50 for higher premium
• ✅ OK with assignment — aligns with FIRE wheel plan

📈 Portfolio Moves & Targets

✅ DXCM: Buy 76 shares if price drops below $83

• Brings position ~1/3 of the way toward full Wheel stock target allocation

🛑 AAPL: Avoid LEAPs for now
✅ Instead, buy 100 shares if VIX rises above 17–18, or sell CSPs in the meantime

⚠️ GLD: Set a limit sell order at $315 (e.g., 7 shares)

• Goal: Free up some capital to fund higher-priority positions

⚠️ GOOG: Sell 1–2 covered calls

• Begin rotating excess exposure into core ETFs (SPYG/VOO)
• Still need to increase this sleeve to reach ~25% allocation target

💡 Weekly Cash Management Tip

Consider setting aside a portion of weekly gains in a high-interest account for future tax liabilities. Keep excess sweep cash ready for quick rotations or CSP margin.

Stay disciplined, keep rolling, and build the machine. 🔁🔥