Portfolio Update – Monthly Rebalance May
The algorithm triggered two changes in the portfolio during the latest review.
🔹 Positions Closed
$KLAC (KLA Corp)$AMAT (Applied Materials Inc)
Both positions delivered positive performance, but momentum has started to weaken relative to other opportunities... Show More
April Portfolio Update
We are closing April with a strong rebound, posting a +12.69% return for the month, bringing the 2026 YTD performance to +9.73%. After a challenging March, this month confirms how quickly momentum can reassert itself when the market environment aligns.
The portfolio remains fully... Show More
April Update – Strong Momentum Month
So far, April is shaping up to be a very strong month, with the portfolio up approximately +14%.
This performance is being driven by what the strategy is designed to capture: a small number of high-conviction positions delivering outsized returns.
Key Drivers
• $MU... Show More
Portfolio Update
Quick update on the current positioning as we move through April.
The portfolio remains fully aligned with the Monthly Momentum strategy, with no changes in stock positions since the last rebalance.
Current Leaders
• $MU (Micron Technology, Inc.) +91.15% → continues to be the main... Show More
April Update – Strategy Adjustment
During April, the algorithm did not suggest any changes in the stock positions.
The only adjustment made was the closure of $TQQQ (ProShares UltraPro QQQ)
From this point forward, the TQQQ strategy will no longer be used.
New Portfolio Structure
We are now transitioning... Show More
March Update
We closed March with a -7.18% return.
During the month, I made an important portfolio adjustment:
Closed Position
$TQQQ (ProShares UltraPro QQQ) with a gain of ~+15%
As a result, the TQQQ MAST strategy will be paused for now, allowing more capital to be allocated to the Monthly Momentum... Show More
Portfolio Update
Quick update on current positioning and performance.
The portfolio continues to be driven by strong momentum in semiconductors and high-beta tech, with several positions showing solid unrealized gains.
Top performers:
• $MU +92.58% → still the main driver of performance
• $LRCX... Show More
February Portfolio Update
We closed February with a return of -1.10%, after the strong start in January (+6.08%).
Markets have become more volatile recently, and momentum strategies naturally go through periods where trends pause or rotate between sectors. During these phases, the most important thing... Show More
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Wed May 20 2026 09:32:58 GMT+0000 (Coordinated Universal Time)