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Safer Growth

$TEKNOJCKJJon K.

About Safer Growth

Proven profitability whose management has a clue about navigating the next 5 years

About the Creator

Old guy with a brand new baby girl who is going to need a bunch of money in about 18 years. Focused on buying the companies that have a 20-year plan—usually the ones with visionary CEO’s who themselves have skin in the game. I’ve lived all over the USA, plus a decade in the UK, and many months in Brasil. Trying to leverage my math chops, historical acumen, and ability to envision what the near-future looks like so that my family stays comfy and insulated from the cold and the wolves

Activity

Total Rebalances15
Last RebalanceJun 30, 2026

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Changes:LLY +15.9%NBIS +15.0%RKLB +10.1%TSM +7.3%UNH +5.2%

$TEKNOJCK rotating assets to go with the gainers and dump losers. maybe come back to TMDX

Changes:TMDX +4.1%SOFI +3.6%TSM +1.3%TEM +0.8%ZS +0.7%

going with less volatility, God knows there’s enough of it. The recent downturn I’m waiting for all of these to return to the mean.

Changes:NBIS +3.3%UNH +3.1%TMDX +2.9%ZS +2.9%RKLB +2.8%

Taking some money off the table And doubling down on some of the winners