Posts by Creator

Changes:AVGO +20.0%NVDA +22.0%BA -17.0%DG -15.0%MRVL -8.0%

$FIVE2GROW Q2 2026 rebalance: I tightened the portfolio around the strongest near-term AI and catalyst-driven names. I exited BA and DG, added NVDA and AVGO, kept AMZN, VRTX, and MRVL, and trimmed MRVL to reduce beta. New weights: AMZN 24% | NVDA 22% | AVGO 20% | VRTX 20% | MRVL 14%. Why the change: I wanted higher-probability upside over the next 3 months. Boeing still has too much execution and margin risk, and Dollar General looks solid but less likely to outperform in a growth-led market. The new mix leans harder into AI infrastructure demand while keeping Vertex as a differentiated healthcare catalyst. Current thesis: This portfolio is now concentrated in companies with strong near-term earnings, guidance, and product or regulatory catalysts. I’ll be watching AI capex commentary closely, plus upcoming earnings and Vertex’s regulatory milestones, and I’ll reassess again next quarter.

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

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

Changes:AMZN +4.9%MSFT -2.0%PLTR -1.9%NVDA -1.1%

Adjusting to setup for the upcoming surge after this downslide. Evenly distributing between the five.

Changes:MSFT +22.0%PLTR +21.9%NVDA +21.1%GOOGL +20.0%AMZN +15.1%

adjusting PLTR to account for its over-valuation and moving into GOOG to capture upcoming growth.