First of all yes I know this is a high risk volatile portfolio.
I used to hold the bigger names the likes of $tsla, $nvda, $google and $avgo. However, I wanted to make bigger returns.
I was relatively middle of the pack on micron $mu last year and have recently been adding into $nbis and $iren on strength and also wanted some space exposure so added $asts.
I currently have on my watchlist $onds, $ter, $serv and $ktos. I'd appreciate any others for my watchlist.
I'm trying to build a future growth portfolio, soon all our blue collar jobs may be replaced with AI.
I'm up 20% overall my portfolio split: 37% $mu, 27% nbis, 22% $iren and 15% $asts. Any opinions appreciated
Would you add to this growth portfolio $mu, $nbis, $iren and $asts
byu/Jam_UK ininvesting
Posted by Jam_UK
4 Comments
This post is peak trolling. Well done.
Don’t forget AMPX.
Solid picks honestly. NBIS and IREN are getting tons of attention lately, I track reddit sentiment for stocks and these two have been popping up constanty the past few weeks (https://adanos.org/reddit-stock-sentiment if your curious).
ASTS is a lotto ticket but I get the appeal. MU is the safest bet here with actual earnings behind it.
From your watchlist KTOS is intresting, defense AI is a real theme rn. SERV I’d be careful with, robot delivery is cool but the unit economics are still questionable.
if you want some biotech exposure, crsp and Sana both have some big developments on the horizon