Milestone: 1,000 followers and $500k AUC - thank you 🙌
What a ride. We started this in Feb 2025 and today we passed 1,000 followers and $500,000 in assets under copy. That’s entirely thanks to you following along, asking sharp questions, and staying disciplined.
What’s next
I know many of you are eager for the new portfolios. I’m working hard to ship them, but doing it right takes time. The goal is full automation so updates run smoothly without manual fixes. I’ll keep you posted.
A few key holdings and why
• $GOOGL (Alphabet Inc Class A) growing into the AI “operating system” from Cloud to consumer apps.
• $NVDA (NVIDIA Corporation) the picks-and-shovels leader for AI compute.
• $AVGO (Broadcom Inc) custom AI accelerators and high-speed networking that tie data centres together.
• $TEM.US (Tempus AI Inc) precision medicine + AI data moat in healthcare.
Rules stay the same: mirror public filings, buy and hold, and only rebalance on official updates. Day-to-day drift is normal.
Huge thanks again for the support. Which new portfolio should go live first; Best of Congress or MTG!... Show More
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Sat Nov 15 2025 23:39:04 GMT+0000 (Coordinated Universal Time)
