Portfolio (conservative) Perfection
6/6/2026-non-speculative portfolio
[This is a living article - so please check the date above to make certain any actionable commentary is current]
Because people ask, and I want to be transparent I am providing an exact breakdown of the 2 accounts that I actively trade (This is the more conservative of the two). BUT do not read anything into this that you shouldn’t. Specifically do not automatically decide that if one position is (as example) 6% of my portfolio I like it more than one that might be only 4% ….Also, the one’s that are tiny size (and all my holdings) might change as soon as I send this article out. This is because I size up or down, depending on what stage a holding is in…Also some might be larger than when I first bought them due to stock appreciation.
Lastly, this is an educational substack meant top show you my process. DO NOT MAKE ANYTHING I DO YOUR PROCESS. Instead, learn how to create your own process, that works for your risk tolerance, correct sizing, and just overall what works for you.
When you see the bullseyes on my charts know that they are not any sort of predictions of where the stock will go, they are notes to myself where I might want to add and important to note that the lower targets are mostly unlikely, and are gifts when they do come into play.
1. AI & Core Infrastructure (35.55%)
Estimated 2031 Sector TAM: $1.8 Trillion (AI Services) / $1.1 Trillion (Semiconductors)
SNDK (SanDisk) - Bullseyes are areas where we will likely find buyers - dashed lines when (weekly) close above or below - open the door to next dashed
MU (Micron) |
AMZN (Amazon)
ALAB (Astera Labs)
NBIS (Nebius Group) | NOTE - Bullseyes are not predictions they are areas where buyers likely show up (use them level to level) - topping candle suggests lower prices
MRVL (Marvell) | Notable that that we are down 40% from highs - Large TAM leaders down this much are usually opportunities
GOOGL (Alphabet) | The recent move is a ‘From failed moves come fast moves’ flag breakdown…needs to reclaim dashed line above to negate lower target
INTC (Intel) | Take note of how much we have already drawn down on many of these names.
ARM (ARM Holdings) |
PLTR (Palantir) levels marked by bullseyes important -if we lose the lower one than the door is open to much lower prices….bearish engulfing candle this week - only a close over the DTL above gets you out of the doghouse
