Uploaded July 2025 | Updated September 2026, 3 weeks ago
There’s been some noise online suggesting our bearish Tesla commentary was just cover for poor performance. So let’s clear the air.
In this video, Matt Smith breaks down actual past performance data—compliance-approved—for Rebellionaire clients heavily concentrated in Tesla. You’ll see how our strategy of covered calls, trimming, and reallocating compares to Tesla’s own returns year-to-date, over the past 12 months, and since inception.
This isn’t hypothetical. These are net-of-fee results for real clients who’ve followed our advice. And no—we don’t manage a fund. We manage actual accounts, for actual people, navigating real risks.
📊 Here’s what we cover:
Timestamps
00:00 – Why we’re talking about performance (thanks, Twitter drama)
00:37 – Compliance-approved data: how we share returns legally
01:11 – Why Tesla-concentrated client results are most meaningful
01:41 – 12-month performance: Rebellionaire vs. Tesla
02:23 – Context: why that 53% return isn’t necessarily repeatable
02:55 – 2025 year-to-date: Tesla down, Rebellionaire still ahead
03:15 – Inception-to-date returns: 8.42% vs. 3.4%
03:44 – Why we’re not a fund (and why that matters)
04:11 – The truth about our Tesla strategy: realistic, not reactionary
04:41 – Our core tactics: covered calls, trimming, and adding
05:03 – Why this performance matters—and what it says about our approach
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 24th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
There’s been some noise online suggesting our bearish Tesla commentary was just cover for poor performance. So let’s clear the air.
In this video, Matt Smith breaks down actual past performance data—compliance-approved—for Rebellionaire clients heavily concentrated in Tesla. You’ll see how our strategy of covered calls, trimming, and reallocating compares to Tesla’s own returns year-to-date, over the past 12 months, and since inception.
This isn’t hypothetical. These are net-of-fee results for real clients who’ve followed our advice. And no—we don’t manage a fund. We manage actual accounts, for actual people, navigating real risks.
📊 Here’s what we cover:
Timestamps
00:00 – Why we’re talking about performance (thanks, Twitter drama)
00:37 – Compliance-approved data: how we share returns legally
01:11 – Why Tesla-concentrated client results are most meaningful
01:41 – 12-month performance: Rebellionaire vs. Tesla
02:23 – Context: why that 53% return isn’t necessarily repeatable
02:55 – 2025 year-to-date: Tesla down, Rebellionaire still ahead
03:15 – Inception-to-date returns: 8.42% vs. 3.4%
03:44 – Why we’re not a fund (and why that matters)
04:11 – The truth about our Tesla strategy: realistic, not reactionary
04:41 – Our core tactics: covered calls, trimming, and adding
05:03 – Why this performance matters—and what it says about our approach
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 24th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
