Jul. 6 at 10:37 PM
A balanced portfolio may not capture every explosive move, but it helps stay positioned across different market cycles.
My exposure covers several key themes:
$LMND (AI applications) has been the biggest contributor recently, with strong momentum.
$OUST has carried performance over the past month.
$CRDO and
$AAOI continue benefiting from the AI interconnect trend.
Healthcare/biotech remains smaller, with
$ABCL, LLY, TEM, and HROW staying steady.
Metals like SLV, LV, TMQ, and COPX have been weaker, but I’m watching for possible capital rotation.
Rare earths remain out of favor, but I still like the long-term case for USAR.
The trade-off is simple: less concentration can limit upside, but it also helps manage downside.
Over 50% of the portfolio remains in the top positions, keeping strong conviction while maintaining balance.
The goal isn’t to own everything. It’s to own quality themes before the market notices.
