Hello copiers and followers,
A quick update on our performance and strategy. I'm very pleased with our +28.04% return Year-to-Date for 2025, which builds on our strong +158.54% return over the last 2 years—all while maintaining a low Risk Score of 4.
While these results are great, it's crucial to look ahead. My strategy from this point forward will be to significantly increase our exposure to what I believe are the two most disruptive technologies for the next decade: Artificial Intelligence (AI) and Quantum Computing.
Here is the game plan:
1. CORE HOLDINGS (Safe Bets): Our foundation will remain anchored in "safe-bet" tech giants that are fundamentally AI companies. Think Google ($GOOG) and Amazon ($AMZN). Their deep integration of AI in cloud services, R&D, and core products makes them essential long-term holds.
2. HIGH-GROWTH (High Risk, High Reward): To capture exponential upside, I will be allocating small, strategic percentages of the portfolio to pure-play Quantum Computing stocks. This includes names like D-Wave ($QBTS), Rigetti ($RGTI), and IonQ ($IONQ). These are high-risk, speculative positions, so "position sizing" is the key to managing risk while targeting massive growth.
This balanced strategy aims to compound our gains steadily while giving us a stake in the next major technological revolution.
Patience remains key to this strategy. I am always waiting for the right opportunities and good entry prices before adding any new positions to the portfolio.
Thank you for your continued trust. As always, feel free to ask any questions in the comments.
#PortfolioUpdate #Strategy #AI #QuantumComputing #Investing #TechStocks #LongTermInvesting #Google #Amazon #QBTS #RGTI #IONQ #PopularInvestor... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sun Aug 09 2026 16:02:12 GMT+0000 (Coordinated Universal Time)
