Thank you for sending in your emails!

I have to say, I really appreciate the kind words, questions, and feedback I’ve received.

Please keep the emails coming.

While I can’t respond directly to most emails (due to personalized financial advice regulations), I can respond via this Saturday Q&A email.

Look for your question below!

I own YBTC (Roundhill Bitcoin Covered Call Strategy ETF) in my portfolio. YBTC tracks Bitcoin. I view YBTC as a long term holding (at least 5 years). I would like your thoughts and opinion on YBTC and Bitcoin. Thanks in advance, I'll be watching your Portfolio. – Ralph

Sure thing, Ralph – and thanks for following along. When it comes to Bitcoin, I’m very bullish over the long run. However, I’m not the biggest fan of YBTC, and here’s why.

YBTC uses a covered call strategy on Bitcoin ETFs. That means it’s selling call options against its Bitcoin exposure in exchange for monthly income. While this can generate income in flat or choppy markets, it can severely limit upside when Bitcoin makes a strong move higher.

For some people, the monthly income generated from this strategy is much-needed to supplement life expenses. Personally, if I want exposure to Bitcoin, I’d rather own Bitcoin directly. That way I get the full benefit of any long-term price appreciation without capping my gains in exchange for modest option income. As always, do what’s best for you.

I wanted to ask you if you are feeling any buzz about Tesla and their self-driving robotaxi ambitions in the next few months, specifically June. Can this be a potential asymmetrical angle that I know you thrive on in your Million Mission? If so, do you think this will have an effect on Alphabet's Waymo? – Ron

Great question, Ron. You won’t see me owning Tesla’s stock anytime soon. Tesla’s robotaxi ambitions have been delayed for years. Elon originally promised a self-driving fleet by 2020, then 2022. Now, the latest plan is to put just 10 robotaxis on Austin roads in June – and even that may get delayed.

Meanwhile, I took a Waymo (owned by Alphabet) in Austin yesterday. And Waymo is already operating in multiple other cities too. So why does Tesla get the valuation premium and not Alphabet?

The answer comes down to narrative. Tesla sells an exciting future and Elon knows how to generate hype. Alphabet delivers quietly, without the drama. But hype only lasts so long.

Will you be starting a paid investment service after this experiment of trying to make $1 million? – Stephanie

No plans for a paid service yet! Let’s see how the Mission pans out first. The recent volatility has not been kind to my portfolio. I will say, we’ve hit some unexpected snags due to this being a free service vs paid – things like portfolio tracking and timely trade alerts. Getting better every day, though.

Could you send me your top five stocks? I want my portfolio to be in line with yours with the exception of TSLA. I feel certain that there are big things ahead for TSLA and SpaceX. – Michael

You still really like Tesla, huh, Michael? I just can’t get on board with a valuation that places nearly all value on robotaxis and optimus robots – two highly competitive industries still likely years from scaling. Meanwhile, the auto business (its actual business where most value should be derived from!) has shown declining sales recently. Agree to disagree.

Anywho, here’s my perfect portfolio (5 stocks I think every investor should hold for the foreseeable future) and the Million Mission portfolio overview is below.

Portfolio Overview

Here’s what I’m currently holding in the Million Mission portfolio:

Fannie Mae (FNMA) – $20,000 @ $7.25/share.

This week’s spike is just the beginning.