DAL
Delta Air Lines, Inc.
stock NYSE

Hi all,
Seeking some advice regarding my current portfolio. Lurker who does his own research.
I like to keep about 10k in the market, though I'm now thinking about monthly contributions to start beefing up my investments.
I guess I tend to lean somewhat more aggressive (I'm 38 years old), this 10k won't make or break me, however - like everyone - I'd like to be in sectors that have a potential for solid upside. The ideal would be to somewhat 'set it and forget it'... I know that probably screams VOO, etc, etc.
At first glance, **am I overlapping too much in my investments?** I feel like I have a ton of AI (not necessarily a bad thing) However, should I streamline my portfolio a bit better and diversify a bit?
Essentially, if you were in my position ... What would you combine? What would you sell (I've had DAL foreverrrrr)? What would you buy? How would you diversify a bit in other aggressive/upside sectors?
[portfolio](https://preview.redd.it/g5xw5mo003af1.png?width=2434&format=png&auto=webp&s=ceabd7b802c2c66eeee8e0cc5a04e69401799947)
***I know this will all be advice but appreciate it none-the-less.***
💰 Totals:
* **Portfolio Value:** $10,115.73
* **Invested:** $7,251.69
* **Total Gain:** **$2,718.42** (**+37.49%**)
|Symbol|ETF Name / Focus|Qty|Price Paid|Current Price|Total Gain|Gain %|Value|
|:-|:-|:-|:-|:-|:-|:-|:-|
|**ARKW**|ARK Next Gen Internet (AI, tech, innovation)|15.531|$80.82|$147.44|**$1,034.71**|**+82.44%**|$2,289.89|
|**DAL**|Delta Airlines (recovery + AI logistics angle)|27.611|$12.20|$48.88|**$1,007.37**|**+294.33%**|$1,349.63|
|**VTI**|Vanguard Total Market (broad exposure)|7.179|$220.82|$303.06|$590.43|\+37.25%|$2,175.67|
|**CHAT**|Conversational AI ETF (Thematic AI)|10|$45.92|$48.88|$29.57|\+6.44%|$488.80|
|**WTAI**|AI & Innovation (WisdomTree AI)|17|$23.16|$24.52|$23.28|\+5.91%|$416.92|
|**BOTZ**|Robotics & Automation|10|$30.51|$32.61|$21.08|\+6.91%|$326.13|
|**AIQ**|Global X AI & Technology|10|$41.57|$43.65|$20.86|\+5.02%|$436.51|
|**ARKK**|ARK Innovation (disruptive tech)|10|$70.26|$70.70|$4.36|\+0.62%|$707.00|
|**SPLG**|S&P 500 ETF|8|$72.11|$72.47|$2.88|\+0.50%|$579.76|
|**IDEF**|International Defense ETF|15|$27.96|$28.09|$1.92|\+0.46%|$421.32|
|**RILA**|Buffer ETF (low volatility)|10|$11.22|$11.20|**-$0.20**|**-0.18%**|$112.00|
|**SHLD**|AI + Defense (NightShares)|10|$60.69|$59.85|**-$8.39**|**-1.38%**|$598.50|
|**VERI**|Veritone (speculative AI stock)|54|$1.43|$1.26|**-$9.44**|**-12.19%**|$67.99|

## Cheap Calls
These call options offer the lowest ratio of Call Pricing (IV) relative to historical volatility (HV). These options are priced expecting the underlying to move up significantly less than it has moved up in the past. Buy these calls.
| Stock/C/P | % Change | Direction | Put $ | Call $ | Put Premium | Call Premium | E.R. | Beta | Efficiency |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| ANET/102/100 | 2.68% | 57.99 | $1.12 | $1.78 | 0.25 | 0.27 | 31 | 1.47 | 89.1 |
| PANW/207.5/202.5 | 0.84% | 42.39 | $1.9 | $0.66 | 0.28 | 0.27 | 49 | 1.21 | 63.6 |
| CMCSA/36/35 | 0.17% | -38.1 | $0.23 | $0.06 | 0.9 | 0.45 | 24 | 0.72 | 64.0 |
| SNOW/225/222.5 | 0.92% | 28.92 | $1.88 | $2.74 | 0.53 | 0.5 | 51 | 1.44 | 87.0 |
| WDC/64/63 | 0.43% | 106.18 | $0.8 | $0.6 | 0.51 | 0.51 | 31 | 1.46 | 69.6 |
| NTAP/107/105 | 0.26% | -1.54 | $1.02 | $0.57 | 0.62 | 0.53 | 58 | 1.2 | 69.9 |
| NET/195/192.5 | 0.75% | 69.82 | $2.38 | $2.48 | 0.62 | 0.54 | 38 | 1.62 | 63.4 |
## Cheap Puts
These put options offer the lowest ratio of Put Pricing (IV) relative to historical volatility (HV). These options are priced expecting the underlying to move down significantly less than it has moved down in the past. Buy these puts.
| Stock/C/P | % Change | Direction | Put $ | Call $ | Put Premium | Call Premium | E.R. | Beta | Efficiency |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| ANET/102/100 | 2.68% | 57.99 | $1.12 | $1.78 | 0.25 | 0.27 | 31 | 1.47 | 89.1 |
| PANW/207.5/202.5 | 0.84% | 42.39 | $1.9 | $0.66 | 0.28 | 0.27 | 49 | 1.21 | 63.6 |
| CAT/387.5/385 | 0.2% | 111.78 | $2.36 | $2.69 | 0.48 | 0.6 | 37 | 0.97 | 72.2 |
| WDC/64/63 | 0.43% | 106.18 | $0.8 | $0.6 | 0.51 | 0.51 | 31 | 1.46 | 69.6 |
| SNOW/225/222.5 | 0.92% | 28.92 | $1.88 | $2.74 | 0.53 | 0.5 | 51 | 1.44 | 87.0 |
| TTD/73/71 | 1.88% | 78.62 | $0.8 | $0.96 | 0.54 | 0.59 | 39 | 1.71 | 91.9 |
| CVS/69/68 | -0.01% | 90.33 | $0.33 | $0.66 | 0.54 | 0.6 | 31 | 0.52 | 89.4 |
## Upcoming Earnings
These stocks have earnings comning up and their premiums are usuallly elevated as a result. These are high risk high reward option plays where you can buy (long options) or sell (short options) the expected move.
| Stock/C/P | % Change | Direction | Put $ | Call $ | Put Premium | Call Premium | E.R. | Beta | Efficiency |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| STZ/165/160 | 0.31% | 9.32 | $3.6 | $3.75 | 1.97 | 2.3 | 1 | 0.53 | 93.2 |
| XOM/110/108 | -0.66% | -6.53 | $0.66 | $0.36 | 0.75 | 0.75 | 7 | 0.53 | 92.1 |
| DAL/50/49 | 0.2% | 76.1 | $0.55 | $0.7 | 0.8 | 0.83 | 9 | 1.56 | 91.9 |
| AXP/320/315 | 0.63% | 60.94 | $1.68 | $2.12 | 0.64 | 0.59 | 14 | 1.23 | 87.0 |
| WFC/81/79 | 1.29% | 35.53 | $0.29 | $0.74 | 0.78 | 0.78 | 15 | 0.88 | 95.2 |
| UAL/80/78 | 0.58% | 71.79 | $0.88 | $1.36 | 0.82 | 0.79 | 15 | 1.94 | 82.4 |
| TSM/227.5/222.5 | -0.47% | 64.11 | $1.53 | $2.22 | 0.62 | 0.66 | 16 | 1.46 | 96.9 |
- **Historical Move v Implied Move:** We determine the historical volatility (standard deviation of daily log returns) of the underlying asset and compare that to the current implied volatility (IV) of the option price. We use the same DTE as a look back period. This is used to determine the Call or Put Premium associated with the pricing of options (implied volatility).

- **Directional Bias:** Ranges from negative (bearish) to positive (bullish) and accounts for RSI, price trend, moving averages, and put/call skew over the past 6 weeks.
- **Priced Move:** given the current option prices, how much in dollar amounts will the underlying have to move to make the call/put break even. This is how much vol the option is pricing in. The expected move.
- **Expiration:** 2025-07-03.
- **Call/Put Premium:** How much extra you are paying for the implied move relative to the historic move. Low numbers mean options are "cheaper." High numbers mean options are "expensive."
- **Efficiency:** This factor represents the bid/ask spreads and the depth of the order book relative to the price of the option. It represents how much traders will pay in slippage with a round trip trade. Lower numbers are less efficient than higher numbers.
- **E.R.:** Days unitl the next Earnings Release. This feature is still in beta as we work on a more complete list of earnings dates.
- **Why isn't my stock on this list?** It doesn't have "weeklies", the underlying is "too cheap", or the options markets are too illiquid (open interest) to qualify for this strategy. 480 underlyings are used in this report and only the top results end up passing the criteria for each filter.

Hi all,
Seeking some advice regarding my current portfolio. Lurker who does his own research.
I like to keep about 10k in the market, though I'm now thinking about monthly contributions to start beefing up my investments.
I guess I tend to lean somewhat more aggressive (I'm 38 years old), this 10k won't make or break me, however - like everyone - I'd like to be in sectors that have a potential for solid upside. The ideal would be to somewhat 'set it and forget it'... I know that probably screams VOO, etc, etc.
At first glance, **am I overlapping too much in my investments?** I feel like I have a ton of AI (not necessarily a bad thing) However, should I streamline my portfolio a bit better and diversify a bit?
Essentially, if you were in my position ... What would you combine? What would you sell (I've had DAL foreverrrrr)? What would you buy? How would you diversify a bit in other aggressive/upside sectors?
[portfolio](https://preview.redd.it/g5xw5mo003af1.png?width=2434&format=png&auto=webp&s=ceabd7b802c2c66eeee8e0cc5a04e69401799947)
***I know this will all be advice but appreciate it none-the-less.***
💰 Totals:
* **Portfolio Value:** $10,115.73
* **Invested:** $7,251.69
* **Total Gain:** **$2,718.42** (**+37.49%**)
|Symbol|ETF Name / Focus|Qty|Price Paid|Current Price|Total Gain|Gain %|Value|
|:-|:-|:-|:-|:-|:-|:-|:-|
|**ARKW**|ARK Next Gen Internet (AI, tech, innovation)|15.531|$80.82|$147.44|**$1,034.71**|**+82.44%**|$2,289.89|
|**DAL**|Delta Airlines (recovery + AI logistics angle)|27.611|$12.20|$48.88|**$1,007.37**|**+294.33%**|$1,349.63|
|**VTI**|Vanguard Total Market (broad exposure)|7.179|$220.82|$303.06|$590.43|\+37.25%|$2,175.67|
|**CHAT**|Conversational AI ETF (Thematic AI)|10|$45.92|$48.88|$29.57|\+6.44%|$488.80|
|**WTAI**|AI & Innovation (WisdomTree AI)|17|$23.16|$24.52|$23.28|\+5.91%|$416.92|
|**BOTZ**|Robotics & Automation|10|$30.51|$32.61|$21.08|\+6.91%|$326.13|
|**AIQ**|Global X AI & Technology|10|$41.57|$43.65|$20.86|\+5.02%|$436.51|
|**ARKK**|ARK Innovation (disruptive tech)|10|$70.26|$70.70|$4.36|\+0.62%|$707.00|
|**SPLG**|S&P 500 ETF|8|$72.11|$72.47|$2.88|\+0.50%|$579.76|
|**IDEF**|International Defense ETF|15|$27.96|$28.09|$1.92|\+0.46%|$421.32|
|**RILA**|Buffer ETF (low volatility)|10|$11.22|$11.20|**-$0.20**|**-0.18%**|$112.00|
|**SHLD**|AI + Defense (NightShares)|10|$60.69|$59.85|**-$8.39**|**-1.38%**|$598.50|
|**VERI**|Veritone (speculative AI stock)|54|$1.43|$1.26|**-$9.44**|**-12.19%**|$67.99|

## Cheap Calls
These call options offer the lowest ratio of Call Pricing (IV) relative to historical volatility (HV). These options are priced expecting the underlying to move up significantly less than it has moved up in the past. Buy these calls.
| Stock/C/P | % Change | Direction | Put $ | Call $ | Put Premium | Call Premium | E.R. | Beta | Efficiency |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| ANET/102/100 | 2.68% | 57.99 | $1.12 | $1.78 | 0.25 | 0.27 | 31 | 1.47 | 89.1 |
| PANW/207.5/202.5 | 0.84% | 42.39 | $1.9 | $0.66 | 0.28 | 0.27 | 49 | 1.21 | 63.6 |
| CMCSA/36/35 | 0.17% | -38.1 | $0.23 | $0.06 | 0.9 | 0.45 | 24 | 0.72 | 64.0 |
| SNOW/225/222.5 | 0.92% | 28.92 | $1.88 | $2.74 | 0.53 | 0.5 | 51 | 1.44 | 87.0 |
| WDC/64/63 | 0.43% | 106.18 | $0.8 | $0.6 | 0.51 | 0.51 | 31 | 1.46 | 69.6 |
| NTAP/107/105 | 0.26% | -1.54 | $1.02 | $0.57 | 0.62 | 0.53 | 58 | 1.2 | 69.9 |
| NET/195/192.5 | 0.75% | 69.82 | $2.38 | $2.48 | 0.62 | 0.54 | 38 | 1.62 | 63.4 |
## Cheap Puts
These put options offer the lowest ratio of Put Pricing (IV) relative to historical volatility (HV). These options are priced expecting the underlying to move down significantly less than it has moved down in the past. Buy these puts.
| Stock/C/P | % Change | Direction | Put $ | Call $ | Put Premium | Call Premium | E.R. | Beta | Efficiency |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| ANET/102/100 | 2.68% | 57.99 | $1.12 | $1.78 | 0.25 | 0.27 | 31 | 1.47 | 89.1 |
| PANW/207.5/202.5 | 0.84% | 42.39 | $1.9 | $0.66 | 0.28 | 0.27 | 49 | 1.21 | 63.6 |
| CAT/387.5/385 | 0.2% | 111.78 | $2.36 | $2.69 | 0.48 | 0.6 | 37 | 0.97 | 72.2 |
| WDC/64/63 | 0.43% | 106.18 | $0.8 | $0.6 | 0.51 | 0.51 | 31 | 1.46 | 69.6 |
| SNOW/225/222.5 | 0.92% | 28.92 | $1.88 | $2.74 | 0.53 | 0.5 | 51 | 1.44 | 87.0 |
| TTD/73/71 | 1.88% | 78.62 | $0.8 | $0.96 | 0.54 | 0.59 | 39 | 1.71 | 91.9 |
| CVS/69/68 | -0.01% | 90.33 | $0.33 | $0.66 | 0.54 | 0.6 | 31 | 0.52 | 89.4 |
## Upcoming Earnings
These stocks have earnings comning up and their premiums are usuallly elevated as a result. These are high risk high reward option plays where you can buy (long options) or sell (short options) the expected move.
| Stock/C/P | % Change | Direction | Put $ | Call $ | Put Premium | Call Premium | E.R. | Beta | Efficiency |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| STZ/165/160 | 0.31% | 9.32 | $3.6 | $3.75 | 1.97 | 2.3 | 1 | 0.53 | 93.2 |
| XOM/110/108 | -0.66% | -6.53 | $0.66 | $0.36 | 0.75 | 0.75 | 7 | 0.53 | 92.1 |
| DAL/50/49 | 0.2% | 76.1 | $0.55 | $0.7 | 0.8 | 0.83 | 9 | 1.56 | 91.9 |
| AXP/320/315 | 0.63% | 60.94 | $1.68 | $2.12 | 0.64 | 0.59 | 14 | 1.23 | 87.0 |
| WFC/81/79 | 1.29% | 35.53 | $0.29 | $0.74 | 0.78 | 0.78 | 15 | 0.88 | 95.2 |
| UAL/80/78 | 0.58% | 71.79 | $0.88 | $1.36 | 0.82 | 0.79 | 15 | 1.94 | 82.4 |
| TSM/227.5/222.5 | -0.47% | 64.11 | $1.53 | $2.22 | 0.62 | 0.66 | 16 | 1.46 | 96.9 |
- **Historical Move v Implied Move:** We determine the historical volatility (standard deviation of daily log returns) of the underlying asset and compare that to the current implied volatility (IV) of the option price. We use the same DTE as a look back period. This is used to determine the Call or Put Premium associated with the pricing of options (implied volatility).

- **Directional Bias:** Ranges from negative (bearish) to positive (bullish) and accounts for RSI, price trend, moving averages, and put/call skew over the past 6 weeks.
- **Priced Move:** given the current option prices, how much in dollar amounts will the underlying have to move to make the call/put break even. This is how much vol the option is pricing in. The expected move.
- **Expiration:** 2025-07-03.
- **Call/Put Premium:** How much extra you are paying for the implied move relative to the historic move. Low numbers mean options are "cheaper." High numbers mean options are "expensive."
- **Efficiency:** This factor represents the bid/ask spreads and the depth of the order book relative to the price of the option. It represents how much traders will pay in slippage with a round trip trade. Lower numbers are less efficient than higher numbers.
- **E.R.:** Days unitl the next Earnings Release. This feature is still in beta as we work on a more complete list of earnings dates.
- **Why isn't my stock on this list?** It doesn't have "weeklies", the underlying is "too cheap", or the options markets are too illiquid (open interest) to qualify for this strategy. 480 underlyings are used in this report and only the top results end up passing the criteria for each filter.