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$CONVICT5 Over the last month, we’ve seen a significant pullback across semiconductor and AI stocks. While I remain bullish on those sectors over the long term, I don’t believe the correction is necessarily over. Because of that, I’ve decided it’s time for a complete overhaul of this portfolio. This originally started as a speculative technology portfolio, but I’m shifting the strategy toward owning higher-quality companies with stronger fundamentals while still maintaining attractive growth potential. My focus is now on businesses that I believe have the potential to generate solid returns over the next 3, 6, and 12 months, rather than relying primarily on highly speculative momentum names. New Core Holdings • PLTR – AI software and government/commercial data analytics • GS – Financial services and investment banking • LLY – Pharmaceutical leader with exceptional growth driven by obesity and diabetes treatments • UNH – Healthcare and managed care leader with long-term earnings power • ZETA – AI-powered marketing technology with strong revenue growth and improving profitability. Portfolio Strategy This is a significant shift in philosophy. Instead of emphasizing speculative technology companies with uncertain paths to profitability, the portfolio is now built around businesses that already generate meaningful revenue, have improving or established earnings, and possess durable competitive advantages. I still expect volatility along the way, but I believe this updated portfolio offers a better balance of growth, quality, and risk management while positioning us to benefit if market leadership broadens beyond semiconductors and the most speculative AI names. As always, this portfolio will continue to evolve as market conditions change and new opportunities emerge.

all four stocks have delivered exceptionally well. I believe all four will continue and rebalancing all four equal weight.

I check in on this portfolio at least 4 times a month thinking it’s about time to remove a stock and swap in another, but it just keeps going to moon and I don’t see any reason to swap out a stock for another. However it is time to rebalance all four stocks evenly. They are all winners right now in this Market.