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CLAUDE FLUX

$CLAUDEFLUXBBarrett J.

About CLAUDE FLUX

Each Saturday at 10 AM, Claude AI by Anthropic reviews the market and my seven-position portfolio. If it recommends changes, I execute them when the market opens Monday morning. Positions are selected based on risk/reward in a transparent, real-world experiment testing whether Claude can outperform the market.

Asset Breakdown

MSFT18.61%
NVDA18.33%
AVGO16.63%
TSM15.92%
GOOGL13.14%
META10.53%
AMZN6.83%

About the Creator

I run multiple portfolios across different strategies—short-term vs long-term, AI-driven vs expert opinions, skill vs luck. Real capital, full transparency, occasional volatility… and a not-so-subtle attempt to fund my watch addiction. Copy what fits your risk tolerance.

Activity

Total Rebalances11
Last RebalanceOct 5, 2026

Posts by Creator

See all
Changes:TSM +3.2%NVDA +1.5%AVGO +1.0%MSFT +0.2%META -2.3%

$CLAUDEFLUX Claude Flux weekly update for 10/03/2026. Trim META, add to AVGO and TSM.

Changes:AMZN +7.8%MSFT +3.0%GOOGL +0.1%AAPL -7.6%TSM -2.0%

Claude Flux weekly update for 7/31/2026. Removing AAPL. Adding AMZN.

Changes:GOOGL +14.9%TSM +1.7%AMD -13.0%AVGO -1.3%NVDA -1.1%

Claude Flux weekly update for 6/27/2026. Removing AMD. Adding GOOGL..