Uploaded October 2025 | Updated September 2026, 2 weeks ago
Over the last 12 months, our “all-in Tesla” client cohort returned ~94.6% net of fees vs ~70% for TSLA—about +24 pts of net outperformance. Year-to-date through Sept 30, 2025: ~21.6% vs ~10.1%. Since March 2022 inception: ~17.7% annualized vs ~12.3%, a ~5.3 pt annualized net edge. We walk through the methodology, the risk controls (covered calls, trims/adds), and the tax-aware mechanics that helped along the way.
Highlights
- Who’s in the cohort (≥90% TSLA; apples-to-apples vs buy-and-hold)
- 12-month results, YTD 2025, and since-inception annualized numbers (all net of fees)
- How we pursue outperformance without trying to call tops/bottoms
- Risk management: selective trims/adds, data-driven covered calls, and when we buy back calls
- Taxes: why fear of taxes can cause inaction—and how resets of cost basis can help
Chapters:
00:00 Intro & the “losing shares on calls” myth
00:35 How we define the cohort & methodology
01:35 Last 12 months: ~94.6% net vs ~70% TSLA
02:20 2025 YTD through 9/30: ~21.6% net vs ~10.1%
03:05 Since Mar 2022 (annualized): ~17.7% net vs ~12.3%
03:35 Trim/adds, covered calls, and tax considerations
05:00 The process: data-driven + qualitative judgment
05:45 Closing & where to learn more
Check out rebellionaire.com for more information
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of October 3rd, 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.
Over the last 12 months, our “all-in Tesla” client cohort returned ~94.6% net of fees vs ~70% for TSLA—about +24 pts of net outperformance. Year-to-date through Sept 30, 2025: ~21.6% vs ~10.1%. Since March 2022 inception: ~17.7% annualized vs ~12.3%, a ~5.3 pt annualized net edge. We walk through the methodology, the risk controls (covered calls, trims/adds), and the tax-aware mechanics that helped along the way.
Highlights
- Who’s in the cohort (≥90% TSLA; apples-to-apples vs buy-and-hold)
- 12-month results, YTD 2025, and since-inception annualized numbers (all net of fees)
- How we pursue outperformance without trying to call tops/bottoms
- Risk management: selective trims/adds, data-driven covered calls, and when we buy back calls
- Taxes: why fear of taxes can cause inaction—and how resets of cost basis can help
Chapters:
00:00 Intro & the “losing shares on calls” myth
00:35 How we define the cohort & methodology
01:35 Last 12 months: ~94.6% net vs ~70% TSLA
02:20 2025 YTD through 9/30: ~21.6% net vs ~10.1%
03:05 Since Mar 2022 (annualized): ~17.7% net vs ~12.3%
03:35 Trim/adds, covered calls, and tax considerations
05:00 The process: data-driven + qualitative judgment
05:45 Closing & where to learn more
Check out rebellionaire.com for more information
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of October 3rd, 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.
