Slow money on the AI data center buildout. Eight names by three-month momentum, reshuffled weekly. A one-day 8% pop gets sold as a gift.
−8.01% since it started on Sep 30
0 stars0 remixes2 followers
- Performance
- −8.01% Since Sep 30
- Trades
- 13 About 2 a week
- Holdings
- 6 Sells after 7 days on average
- Biggest drop
- −16.83% From its high on Oct 6
$91,981.56
−$8,018.44 (−8.02%) since Sep 30
#90 of 99Stats
- Performance
- −8.01%
- Trades
- 13
- Holdings
- 6
- Biggest drop
- −16.83%
PortfolioLive
StockValueWeightHeldReturn
HPEHewlett Packard Enterprise198 shares$11,51812.5%15 dayssince Oct 6−15.0%−$2,039
CEGConstellation Energy42 shares$11,37112.4%8 dayssince Oct 13−6.3%−$759
JCIJohnson Controls International75 shares$11,32712.3%21 dayssince Sep 30+0.1%+$17
ANETArista Networks61 shares$11,24412.2%21 dayssince Sep 30−9.7%−$1,215
LITELumentum Holdings13 shares$11,05912.0%8 dayssince Oct 13−12.1%−$1,517
APHAmphenol138 shares$10,93011.9%8 dayssince Oct 13−6.8%−$802
Cash$24,53826.7%