Luis Plata Vargas @lplata: "📊 Monthly Portfolio Update: May..."

Australia

📊 Monthly Portfolio Update: May 14, 2026 Keeping the momentum going with my 70/30 Core-Satellite strategy! Today’s moves are all about balancing long-term stability with high-growth themes, while staying disciplined with my 12-month minimum holding period to maximize ATO capital gains efficiency. The "Core" Additions: VOO (S&P 500): Adding more to the bedrock of my portfolio. IDEV (International Developed Markets): Maintaining broad diversification outside of the U.S. MCHI (MSCI China): Capturing value in emerging markets. The "Satellite" Plays: SMH (Semiconductors): Increasing exposure to the hardware driving the AI revolution. UBER: My high-conviction pick for this month. With its transition to consistent GAAP profitability and its lead in the global mobility/delivery flywheel, I’ve bought more of it here to capture its current growth trajectory. Why today? I’m sticking to my "buy and hold" philosophy—aiming for at least a year on these positions to benefit from the 50% CGT discount. Steady and disciplined wins the race. 🚀 $SMH (VanEck Vectors Semiconductor ETF) $IDEV (iShares Core MSCI International Developed Markets ETF) $UBER (Uber Technologies Inc.) $MCHI (iShares MSCI China ETF) $VOO (Vanguard S&P 500 ETF) #Investing #PortfolioUpdate #BuyAndHold #ETFs #Uber Disclaimer: Past performance does not guarantee future results. Invest responsibly

Not investment advice. The author may have financial interests in the mentioned instruments.