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Five Stocks

$FIVE2GROWKKevin N.

About Five Stocks

This portfolio will rebalance each quarter to contain the 5 stable stocks best poised for growth.

About the Creator

Activity

Total Rebalances5
Last RebalanceJan 8, 2026

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Changes:MRVL +22.0%VRTX +20.0%BA +17.0%DG +15.0%AMZN +11.0%

$FIVE2GROW Portfolio refresh (5 stocks, Q1 2026): Rotated into a barbell of AI growth + operational turnarounds for near-term upside with controlled risk. New mix and weights: AMZN 26% (AWS + ads reaccel), MRVL 22% (AI infrastructure leverage), VRTX 20% (profitable biotech + new launches), BA 17% (delivery ramp/FCF inflection), DG 15% (turnaround + tax-refund seasonality). I’ll rebalance quarterly (or on ±5% drift) and trim the highest-beta name first if AI demand or execution signals weaken. Objective: maximize 3-month upside while diversifying drivers beyond mega-cap tech.

Changes:META +10.0%NVDA +5.0%LMT -10.0%AMZN -5.0%

Removing LMT and adding META to capitalize on upcoming tech lift in Q4

Changes:LMT +10.0%NVDA +5.0%MSFT +5.0%PLTR -20.0%

Removed PLTR and replaced with defense stock to balance and prepare for Trump