...and I like the results! Last week I finished setting my portfolio in a way that works for me. I decided to trim my winners $NVDA and $PLTR just a tiny bit, from 24% and 23% respectively to roughly 20% each (because I like round numbers). :) That freed around $1.3K to distribute. I chose to spend $400 on a fantastic little ETF called $AIPO which I already had some money invested. For those who don't know what kind of ETF this is, AIPO focuses on companies that are building the backbone of AI data centers such as energy production, cooling systems, utilities, nuclear fuel, and the actual hardware where AI is going to live. It holds just 78 companies such as such as $PWR (8.2%), $ETN (8.5%), $GEV (8%), and $VRT (6.4%) that support the infrastructure layer behind the compute. The energy side of this ETF belongs to $BE (5.2%), $D (1.5%), $CCJ (3.5%), and $CEG (3.1%) with on-site fuel cells and nuclear exposure. Next we have a bit of hardware connectivity with $GOOGL (4.2%), $AVGO (3.9%), $NVDA (4%), $AMD (2.8%), and $MRVL (.9%). It does include smaller holdings like $STRL (1.2%), $MTZ (1%), $HUBB (1.9%), $VST (1.6%), and $GNRC (1.1%), diversifying this ETF a bit more, which is never a bad thing. The demand for Artificial Intelligence is creating pressure across the entire physical stack. More models require more data centers, and more data centers require electricity, cooling, transmission, and backup power, and this ETF offers a concentrated way to track this infrastructure theme. I also dumped $500 into $SCHD to finally reach my goal of 10% of my portfolio. Another $250 to try and emulate the great Warren Buffett by buying more $KO and finally $169 went to $AMZN. While it doesn't look like I de-risked a whole lot from the tech sector (which would be dumb to do), I did add more into my defensive positions with SCHD and KO, and added more the AI future with AIPO. Feeling accomplished. :)
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10 Comments
Twenty-five And Invested
@25andinvested · 9d
I think 40% in 2 companies is pretty wild though
Junior Sosa
@juniorsosa · 10dEdited
Yes, me too. I took my profit from that software run ($SAP , $INTU , $META$CRM , $MSFT ) and moved it to $QNDX and $SCHD Those will be my two main ones. I'm still on the lookout for some good deals, like always.But right now, I'm chilling with the limited stocks that I have and waiting for another opportunity.
Jesse Franklin@pinnaclewealth · 10d
Nice rebalance
Wil Fra@willy · 9dEdited
CLML.TO did u check this holdings better than AIPO
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