Financial Data (last update: 7/23/2026)
10/12/2026
For Portfolio IV
Acquire additional shares of Netflix Inc equal to 100% of current position.
Sell Call Option
Generate income and relocate investments
Portfolio IV utilizes the purchased shares to sold/wrote 1 option
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
10/07/2026
For Portfolio IV
Netflix Inc (NFLX), Cadense Design System (CDNS) and Synopsys Inc (SNPS).
Increase investment for Netflix Inc to 4.5% of Portfolio IV.
Close the positions of Cadense Design System (CDNS) and Synopsys Inc (SNPS).
Sell Call Option
Generate income and relocate investments
The common share price of Netflix Inc has bee declining for more than a year and is about 50% discounted compaing 12 months ago. Portfolio IV is replacing Cadense System and Synopsys with Netflix Inc for better opportunity of capital gains. Also, TTM PE of Netflix is trading below 30 and future PE is below 20 according polled opinions from analysts.
The funders of Netflix was able to think outside of box to solve long standing complaints from customers. From mailing rentals, streaming subscriptions, Netflix originals and Ads-companied streaming, innovations always are the strong suit and culture of Netflix Inc. The whole landscape of media entertainment industry has shift to Netflix's direction, such Disney+, Amazon TV, Apple+, Warrner Brothers etc.
Netflix is actually push Hollywood into brighter prosperity, especially studios who own films' right. Think about it when half-century old films will suddenly alive todays if without streaming subscriptions. Another thing, it should be considered a good news that Skydance merges with Warner Brothers (almost 100 billion debt). Along the way, Netflix Inc maybe has another chance to acquire assets from Warner Brothers.
Also, Portfolio IV utilizes the purchased shares to sold/wrote 1 option
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.