Antonio Menditto @TonyMusante: "📈 Built for Long-Term Growth..."

Italy

📈 Built for Long-Term Growth – and It's Working 🚀 In a month of rate uncertainty and earnings volatility, my portfolio stayed the course — focused on solid long-term winners across tech, healthcare, defense and consumer quality. 🧠 What makes this portfolio stand out? ✅ AI & Tech Infrastructure: Positions like $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) (+195%), $ORCL (Oracle Corporation) (+154%), $MSFT (Microsoft) and $NVDA (NVIDIA Corporation) capture the secular boom in cloud and AI compute. ✅ Defensive Growth: From $CAH (Cardinal Health Inc) to $JNJ (Johnson & Johnson) and $DGX (Quest Diagnostics Inc), exposure to healthcare adds stability with predictable earnings. ✅ Industrial & Defense: $LMT (Lockheed Martin Corporation), $GD (General Dynamics Corp), $NOC (Northrop Grumman Corp) and $FLR reflect a strong theme in global rearmament and infrastructure renewal. ✅ Consumer & Luxury: $RL (Ralph Lauren Corp), $MCD (McDonald's), $KO (Coca-Cola) and $RACE (Ferrari NV) show resilience even in stagflation talk. ✅ Logistics & Travel: $BKNG (Booking Holdings Inc) and $RYAAY (Ryanair Holdings plc-ADR) balance the cyclical upside from global mobility. 📊 Outperforming the S&P 500: While the S&P 500 surged this year, the portfolio as a whole continues to outpace it in cumulative gains, thanks to disciplined sector allocation and a clear tilt toward future-proof industries. 🔒 Risk management? Always on Diversified across 25+ equities. Balanced exposure. Long-term conviction. If you're looking to copy a strategy that's beating the benchmark and built for what’s next, this is your moment. 💡 🟢 Copy now. Let compounding do the rest.