N

NewYearsResolution

$RESOLUTIONLLeonard A.

About NewYearsResolution

A high-conviction, diversified portfolio of ETFs and operating companies concentrated in space, satellite, AI infrastructure, defense, and autonomous systems, complemented by a 2026 risk-management sleeve focused on global security and reindustrialization to moderate portfolio volatility. Will continue to reduce positions within ETFs for reallocation to higher risk assets through the year. Will rebalance regularly and reset completely twice a year.

About the Creator

Operator, founder and healthcare executive in NYC. Former institutional investor, continuing a lifelong obsession with observational investing.

I created multiple portfolios on dub as a private investor. They have a range of risk profiles, time horizons, and deliberate position sizing of companies and ETFs.

At this time, my core thesis centers around the normalization of robotics, artificial intelligence, advanced embedded intelligence, and space/ocean exploration, balanced with companies focused on global security, reindustrialization, and defense sector companies whose technology is needed to get us there.

I do not manage outside capital. I am not a financial advisor. These are personal investment strategies, not investment advice.

Activity

Total Rebalances27
Last RebalanceJul 6, 2026

Posts by Creator

See all
Changes:NOW +6.3%GEV +6.3%BE +3.9%SOFI +3.8%CRWD +2.4%

$RESOLUTION Removed ECHO LRCX RTX to take earnings and reallocate across the portfolio

Changes:VICR +9.0%PWR +4.6%KTOS +4.5%ASTS +2.9%CRWD +2.6%

Rebalancing to remove low performers to make room for VICR and other assets.

Changes:RTX +1.7%KTOS +1.1%GEV +0.7%NU +0.7%SOFI +0.7%

Rebalancing with even allocation during sell off today and will monitor through the week.