Objective: I’m targeting a 40% CAGR with this allocation. It’s an aggressive goal, but I believe it’s achievable by concentrating capital into "monopoly-moat" tech while using a structural hedge to buy the dips.
The Asset Mix:
Growth Engine (75%):
The AI Backbone: NVDA (20%) / AVGO (15%) / TSM (10%). Pure infrastructure play.
Software Scale: PLTR (10%) / MSFT (5%) / AMZN (5%). High-margin recurring revenue.
Disruptor: TSLA (10%). High-beta kicker for autonomy/robotics.
Capital Preservation (25%):
BRK.B (10%) / GLD (10%) / GS (5%). These are my "shock absorbers." They provide the liquidity and stability needed to survive volatility.
Execution Logic: By pairing high-beta assets with non-correlated hedges, I’m optimizing the Sharpe Ratio to ensure I can stay fully invested even during market corrections.
Management:
Quarterly Rebalancing: I will rebalance weights back to these targets every 90 days. This systematically forces me to sell overvalued winners and rotate into undervalued laggards.
Public Record: Logged on IBKR/OKX. Posting here for real-time transparency and accountability.
The Asset Mix:
Growth Engine (75%):
The AI Backbone: NVDA (20%) / AVGO (15%) / TSM (10%). Pure infrastructure play.
Software Scale: PLTR (10%) / MSFT (5%) / AMZN (5%). High-margin recurring revenue.
Disruptor: TSLA (10%). High-beta kicker for autonomy/robotics.
Capital Preservation (25%):
BRK.B (10%) / GLD (10%) / GS (5%). These are my "shock absorbers." They provide the liquidity and stability needed to survive volatility.
Execution Logic: By pairing high-beta assets with non-correlated hedges, I’m optimizing the Sharpe Ratio to ensure I can stay fully invested even during market corrections.
Management:
Quarterly Rebalancing: I will rebalance weights back to these targets every 90 days. This systematically forces me to sell overvalued winners and rotate into undervalued laggards.
Public Record: Logged on IBKR/OKX. Posting here for real-time transparency and accountability.
Trade active
Personally, I’m running this portfolio with 2x leverage to maximize the alpha from this structure.High conviction, but high risk. Not financial advice. DYOR.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.