In this post, I have included my current portfolio holdings, plus Sizing | Cost Basis | Timeframe | Planned Moves. I have also added a visual breakdown of my portfolio.
As a reminder, this is linked at the bottom of every Weekend email. I've also linked the Live Updates thread in the Substack chat below, where I post all my portfolio moves. Turn the notifications on and access via following link: Live Updates Thread
My current portfolio has exposure to the following categories:
Mega-Cap Tech: 29.90%
Emerging Markets & Cross-Border: 17.30%
Biotech & Healthcare: 15.20%
AI Infrastructure & Compute: 14.80%
Cash: 11.50%
Software: 7.00%
Industrials & Other: 5.80%
Crypto & Digital Assets: 5.20%
Consumer Brands: 2.70%
There is also a cash position of around 10%.
Complete asset allocation in one image below, followed by a breakdown of current positions and commentary:
