Momentum investor in AI chips, cloud and software. Holds the 12 strongest and reshuffles once a quarter.
−12.62% since it started on Nov 2
- Performance
- −12.62% Since Nov 2
- Trades
- 12
- Holdings
- 12 Nothing sold yet
- Biggest drop
- −15.06% From its high on Oct 30
$87,380.55
−$12,619.45 (−12.62%) since Nov 2
#191 of 220Stats
- Performance
- −12.62%
- Trades
- 12
- Holdings
- 12
- Biggest drop
- −15.06%
PortfolioLive
StockValueWeightHeldReturn
MSFTMicrosoft15.905729 shares$8,4379.7%5 dayssince Nov 2+1.2%+$104
NOWServiceNow79.478588 shares$8,1049.3%5 dayssince Nov 2−2.7%−$229
CRMSalesforce36.548089 shares$7,8098.9%5 dayssince Nov 2−6.3%−$524
ASMLASML Holding5.28322 shares$7,5258.6%5 dayssince Nov 2−9.7%−$808
SNOWSnowflake27.193114 shares$7,5028.6%5 dayssince Nov 2−10.0%−$831
MDBMongoDB23.704537 shares$7,4178.5%5 dayssince Nov 2−11.0%−$916
AMDAdvanced Micro Devices16.317146 shares$7,3108.4%5 dayssince Nov 2−12.3%−$1,024
PLTRPalantir Technologies44.713902 shares$7,1728.2%5 dayssince Nov 2−13.9%−$1,161
SMCISuper Micro Computer249.202452 shares$7,1678.2%5 dayssince Nov 2−14.0%−$1,166
MUMicron Technology9.357194 shares$6,4587.4%5 dayssince Nov 2−22.5%−$1,875
DDOGDatadog35.348165 shares$6,3307.2%5 dayssince Nov 2−24.0%−$2,004
MRVLMarvell Technology43.579803 shares$6,1487.0%5 dayssince Nov 2−26.2%−$2,185
Cash$00.0%