Portfolio

Live & closed markets

All positions are real money on Kalshi. Live contracts update with current market pricing; closed trades reflect realized P&L at resolution.

Live markets

Open Hormuz normalization positions, priced live from Kalshi. The July 1 and July 15 legs settled at $1.00 and have moved to closed markets below. · loading…

Open positionLive

Strait of Hormuz: No normalization before August 1, 2026

NO

Contracts

6,960

Avg entry

54.1¢

Market price

Unrealized gain (loss)

Entered Jun 14 to Jul 3, 2026

Status: Solid unrealized gain. The August 1 contract still offers a wider window than the July dates, and the market is now pricing continued disruption well above the entry level. Added 430 more contracts on July 3 at 77¢ NO as the thesis confirmed.

View on Kalshi
Implied probability over time

How the No side repriced

Daily No-side implied probability for each Hormuz normalization contract, Apr 14 to Jun 30, 2026. All three drifted toward resolution as transit volumes stayed depressed.

Source: Kalshi daily settlement · No-side implied probability

Closed markets

Resolved trades and realized returns. Tap any column header to sort.

Win / Loss

39W / 57L

Realized P&L

+$17,134

Capital deployed

$44,192

Blended ROI

+38.8%

World Cup ads: Apple appearsKXWCADS-26JUL19-APPLNO49.6¢100¢+$895+102%
World Cup ads: Gatorade appearsKXWCADS-26JUL19-GATONO67.0¢100¢+$268+49%
Hormuz norm before Jul 1KXHORMUZNORM-26MAR17-B260701NO50.6¢100¢+$3,452+98%
Hormuz norm before Jul 15KXHORMUZNORM-26MAR17-B260715NO76.9¢100¢+$1,268+30%
Gov shutdown ≥55 daysKXGOVTSHUTLENGTH-26FEB07-G55YES22.3¢100¢+$3,569+313%
Hormuz closure before MayKXCLOSEHORMUZ-27JAN-26MAYYES19.4¢100¢+$2,419+388%
Gov shutdown ≥60 daysKXGOVTSHUTLENGTH-26FEB07-G60YES32.8¢~80¢+$2,352+142%
DHS Fund Apr 1KXDHSFUND-26APR01NO25.2¢100¢+$2,105+294%
Hormuz closure before 2027KXCLOSEHORMUZ-27JANYES43.2¢100¢+$2,002+122%
Gov shutdown ≥50 daysKXGOVTSHUTLENGTH-26FEB07-G50YES75.7¢100¢+$1,556+31%
Gov shutdown ≥90 daysKXGOVTSHUTLENGTH-26FEB07-G90NO80.1¢100¢+$1,384+24%
Hormuz norm before Jun 1KXHORMUZNORM-26MAR17-B260601NO71.0¢100¢+$406+41%
Hormuz closure before AugKXCLOSEHORMUZ-27JAN-26AUGYES42.0¢100¢+$386+134%
MLB World Series VEKXMLBWORLD-26-VEYES42.0¢100¢+$386+134%
Hormuz norm before May 1KXHORMUZNORM-26MAR17-B260501NO43.0¢100¢+$228+133%
NBA Finals MVP JBRUKXNBAFINMVP-26-JBRUYES53.4¢100¢+$172+84%
Gov shutdown Jan 31KXGOVSHUT-26JAN31YES67.0¢100¢+$137+48%
NCAA HPKXNCAAMBGAME-26MAR19HPWIS-HPYES21.6¢100¢+$135+357%
Hockey CANKXWOMHOCKEY-26FEB20CANFIN-CANYES56.8¢100¢+$107+74%
Hormuz norm before May 15KXHORMUZNORM-26MAR17-B260515YES30.0¢~61¢+$94+99%
Gov shutdown ≥45 daysKXGOVTSHUTLENGTH-26FEB07-G45YES69.0¢100¢+$93+45%
NCAA USUKXNCAAMBGAME-26MAR20USUVILL-USUNO46.1¢~45¢+$78+18%
Samsung strike Jun 1KXSAMSUNGSTRIKE-26-JUN01NO55.5¢~37¢+$78+14%
Gov shutdown ≥70 daysKXGOVTSHUTLENGTH-26FEB07-G70YES26.5¢~53¢+$72+100%
NBA NYKKXNBAGAME-26MAY08NYKPHI-NYKYES43.0¢100¢+$68+130%
Hormuz weekly <20 transitsKXHORMUZWEEKLY-26MAY17-T20NO30.7¢100¢+$55+68%
Hormuz weekly <25 transitsKXHORMUZWEEKLY-26MAY17-T25NO42.8¢100¢+$50+35%
Hormuz weekly <15 transitsKXHORMUZWEEKLY-26MAY17-T15NO14.9¢100¢+$48+586%
Samsung strike May 22KXSAMSUNGSTRIKE-26-MAY22NO56.3¢~26¢+$38+31%
Hormuz weekly <30 transitsKXHORMUZWEEKLY-26MAY17-T30NO58.3¢100¢+$34+39%
Tariff refundKXTARIFFREFUND-25-DEC31NO75.0¢100¢+$31+32%
NYC min wageKXNYCMINWAGE-27JAN01NO80.0¢100¢+$22+11%
NCAA SCUKXNCAAMBGAME-26MAR20SCUUK-SCUYES36.3¢~44¢+$21+6%
Netflix movie views >30KXNETFLIXTOPVIEWSMOVIE-26MAY18-30NO30.3¢~61¢+$9+23%
Gas price 2.988KXAAAGASW-26MAR02-2.988YES50.0¢100¢+$7+93%
Knesset May 30KXKNESSET-27-MAY30NO68.0¢~28¢+$2+7%
TrueV T1236KXTRUEV-26MAY19-T1236.13YES96.0¢100¢+$2+1%
Hormuz weekly <40 transitsKXHORMUZWEEKLY-26MAY17-T40NO51.0¢~49¢+$1+4%
World Cup ads: Pepsi appearsKXWCADS-26JUL19-PEPSYES60.5¢-$671-26%
World Cup ads: Modelo appearsKXWCADS-26JUL19-MODENO68.0¢-$212-100%
Hockey SWEKXWOMHOCKEY-26FEB18USASWE-SWEYES38.0¢$0+0%
New Glenn launchKXNEWGLENN-262-JUNYES15.0¢-$1-100%
NBA MILKXNBAGAME-26MAR02BOSMIL-MILYES44.0¢-$1-100%
Hegseth mention HormuzKXHEGSETHMENTION-26MAR06-HORMYES42.0¢-$1-100%
Gas price 4.510KXAAAGASD-26MAY25-4.510YES64.0¢-$1-100%
Hormuz weekly <50KXHORMUZWEEKLY-26MAY17-T50YES26.0¢~34¢-$3-38%
Netflix movie views >25KXNETFLIXTOPVIEWSMOVIE-26MAY18-25NO34.7¢~68¢-$4-20%
Grammy SOTYKXGRAMSOTY-68-GOLYES73.0¢-$4-91%
NBA Finals MVP OANUKXNBAFINMVP-26-OANUYES22.0¢-$5-100%
Knesset Jun 30KXKNESSET-27-JUN30YES84.0¢~60¢-$5-30%
TrueV T1226KXTRUEV-26MAY19-T1226.13NO3.0¢-$6-100%
Netflix TV views >25KXNETFLIXTOPVIEWSTV-26MAY18-25YES16.0¢-$6-94%
Netflix TV views >30KXNETFLIXTOPVIEWSTV-26MAY18-30YES28.5¢-$6-100%
TrueV T1266KXTRUEV-26MAY19-T1266.13NO59.2¢100¢-$6-4%
Netflix movie views >35KXNETFLIXTOPVIEWSMOVIE-26MAY18-35YES44.1¢~48¢-$7-13%
POTUS approval JanKXAPRPOTUSEOY-26JAN01-40YES53.4¢-$7-100%
Netflix movie views >15KXNETFLIXTOPVIEWSMOVIE-26MAY18-15NO25.4¢~62¢-$9-71%
NBA Finals MVP TIEKXNBAFINMVP-26-TIEYES1.0¢-$10-100%
NCAA MCNSKXNCAAMBGAME-26MAR19MCNSVAN-MCNSYES19.0¢-$10-100%
Gov shutdown length 5dKXGOVSHUTLENGTH-26FEB28-5DYES25.0¢-$10-100%
Knesset May 20KXKNESSET-27-MAY20YES9.7¢-$11-96%
Netflix TV views >21KXNETFLIXTOPVIEWSTV-26MAY18-21YES25.6¢~21¢-$11-86%
NCAA UVAKXNCAAMBGAME-26MAR20WRSTUVA-UVANO20.2¢~75¢-$12-2%
Senate TX runoffKXSENATETXR-26-KPYES82.0¢-$12-91%
LIRR strike May 21KXLIRRSTRIKE-26-MAY21YES38.5¢~51¢-$13-7%
Netflix TV views >18KXNETFLIXTOPVIEWSTV-26MAY18-18YES14.7¢-$14-72%
Netflix movie views >18KXNETFLIXTOPVIEWSMOVIE-26MAY18-18NO24.3¢-$15-100%
Hockey CANKXWOHOCKEY-MEN26CGOLD-CANYES43.7¢-$15-100%
NCAA VILLKXNCAAMBGAME-26MAR20USUVILL-VILLNO40.3¢-$17-3%
Netflix TV views >15KXNETFLIXTOPVIEWSTV-26MAY18-15YES28.1¢~28¢-$21-45%
NHL PHIKXNHLGAME-26MAR19PHILA-PHIYES43.8¢~47¢-$22-2%
Knesset Jun 15KXKNESSET-27-JUN15YES55.3¢~38¢-$25-77%
Netflix movie views >21KXNETFLIXTOPVIEWSMOVIE-26MAY18-21NO26.6¢~72¢-$26-90%
World Cup ENGKXWCGAME-26JUN17ENGCRO-ENGNO44.0¢-$33-100%
NCAA IOWAKXNCAAMBGAME-26MAR20IOWACLEM-IOWANO22.6¢~72¢-$41-15%
Trump approval voteKXVOTEHUBTRUMPUPDOWN-26MAY21YES24.5¢~17¢-$50-46%
NCAA ALAKXNCAAMBGAME-26MAR20HOFALA-ALANO36.6¢~58¢-$56-16%
NCAA HOFKXNCAAMBGAME-26MAR20HOFALA-HOFYES44.1¢~52¢-$65-19%
LIRR strike May 24KXLIRRSTRIKE-26-MAY24NO26.9¢~59¢-$68-53%
Gov shutdown ≥65 daysKXGOVTSHUTLENGTH-26FEB07-G65NO20.1¢-$73-100%
PPI vs CPIKXPPIVSCPI-27FEB01-TCPIYOYNO45.0¢-$90-100%
Trump China May 15KXTRUMPCHINA-26-MAY15NO10.0¢-$109-99%
Musk OAIKXMUSKOAI-26YES39.5¢-$158-100%
US-Iran agreementKXUSAIRANAGREEMENT-27-26JULYES29.0¢~18¢-$160-37%
Samsung strike May 25KXSAMSUNGSTRIKE-26-MAY25NO27.7¢~49¢-$198-41%
Hockey SVKKXWOMHOCKEY-26FEB20USASVK-SVKYES8.5¢-$200-100%
LIRR strike May 19KXLIRRSTRIKE-26-MAY19NO58.3¢~37¢-$207-34%
NCAA SIEKXNCAAMBGAME-26MAR19SIEDUKE-SIEYES20.4¢-$210-100%
WBC DOMKXWBCGAME-26MAR152000USADOM-DOMYES44.3¢-$300-100%
TrueV T1256KXTRUEV-26MAY19-T1256.13YES37.2¢~34¢-$330-80%
Hockey CANKXWOHOCKEY-WOMEN26CGOLD-CANYES19.7¢-$350-100%
Super Bowl NEKXSB-26-NEYES33.0¢-$400-100%
Gov shutdown ≥75 daysKXGOVTSHUTLENGTH-26FEB07-G75NO35.0¢-$461-100%
NBA series BOSKXNBASERIES-26PHIBOSR1-BOSYES33.2¢-$487-100%
Trump mention shutdownKXTRUMPMENTION-26APR01-SHUTYES19.3¢-$650-100%
Hockey USAKXWOHOCKEY-MEN26CGOLD-USANO53.0¢-$1,000-100%

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