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GrowSmart

$GROWSMARTJJP

About GrowSmart

A systematically screened portfolio holding only names I believe can outperform — high growth paired with a reasonable valuation, filtered through strict performance screening. The result is a cyclical growth book: heavily weighted to the semiconductor supply chain, with hard asset metals and energy refiners alongside. Strong growth grades, real profitability, a disciplined valuation profile. In plain terms, a concentrated bet on the industrial and AI-hardware cycle.

Asset Breakdown

MU11.31%
CRDO8.77%
SEZL7.16%
PACS6.89%
DK6.87%
PARR6.64%
AMDL5.9%
LITE5.15%
SNDK5.12%
ASX5.09%
JAZZ4.52%
CLS4.04%
NBIS3.86%
MYRG3.69%
RELY3.37%
CENX3.2%
ICHR2.98%
FLEX2.39%
UCTT1.55%
POET1.49%

About the Creator

I have spent over a decade investing my own money - and built it into a seven-figure portfolio along the way. Self-taught, process-driven, and focused on one thing: real growth at a reasonable valuation. I don't chase hype or headlines. I do the work, and I invest my own capital in exactly what I screen.

Activity

Total Rebalances2
Last RebalanceJun 22, 2026

Posts by Creator

Changes:UCTT +3.1%CRDO +3.3%MU +2.2%SNDK +1.9%SEZL +1.3%

$GROWSMART bought $UCTT and removed $DAR and rebalanced positions. Buying UCTT as AI potential play