Skip to main content

The Jeff Macke Portfolio Plus Articles

Macke Nike
A short-term trade on a beaten down name.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Options
Macke Portfolio+
$NKE
Members Only
lululemon
A short-term trade on a beaten down name.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Options
Macke Portfolio+
$LULU
Members Only
SFIX logo
I like the stock!
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Options
$SFIX
Macke Portfolio+
Members Only
d
Huge Week. Earnings review, the week ahead

Below is my weekly video for members of Macke's Retail Roundup.

Huge start to September for Portfolio+ members! Check out this week's video for updates on the Big Payoff from my Denim Trend bet, Lululemon's collapse and a...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$GAP
$LULU
$ESLOY
$GAP
$M
$AEO
Members Only
d
Crushing the Market, lookiing for more

Portfolio Update of the RoundUp10 and the Denim Index through September 5th, 2025.

 

Looking for more insight? Get the full video review, including a breakdown of the HUGE AEO trade, Lululemon's flop, and more in my  ...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ESLOY
$AEO
Members Only
d

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 29th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, two HUGE new buys ahead of next week and more in my...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
$ESLOY
$AEO
Members Only
d

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 22nd, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
Members Only
d

Weekly Portfolio+ Update for August 15th 2025.

 

As always, for more details on my thoughts on the portfolio, PPV sports, inflation expectations (watch out for the back half) members can check out the Weekly Portfolio+...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$PTON
$dis
$TKO
Members Only
d

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 8th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio, and more in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$PTON
$dis
$TKO
Members Only
a

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 1st, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes and the Peloton Earnings Blowout in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
Members Only
d

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 18th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
Members Only
j

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 18th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ATZ.T)
Members Only
l

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 11th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes and the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$LEVI
$ATZ.T)
Members Only
d
New Trades, Earnings Review, Week Ahead

Below is my weekly video for members of Macke's Retail Roundup.

August started with Home Depot's Halloween Display and ended with Starbuck's Pumpkin Spice as America gears up for the Longest Christmas Season Ever.  

...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$TGT
$GAP
$LULU
$ESLOY
$GAP
$M
$BBW
$AEO
Members Only
d
Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$TGT
$WMT
$GAP
Members Only
d
Making sense of the data and getting ready for a Huge Week!

Below is my weekly video for members of Macke's Retail Roundup.

It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...

The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
Members Only
d
Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Peloton beats by a mile and goes up ~0%. Crocs misses because of Tariffs and crashes over 20%. Dutch Bros goes anti-Starbucks and rips higher. Has the market gone...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
f
Stocks to Buy as the Week ends in a Crash

Below is my weekly video for members of Macke's Retail Roundup.

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
Members Only