Jul. 2 at 7:40 PM
On 6/15/2026 we rebalanced the core portfolio ahead of a broader rotation outside tech.
Since then:
S&P 500: -0.71%
Core portfolio: +3.10%
Outperformance is coming from staying balanced, not concentrated.
The book is intentionally diversified: large caps like
$AMZN, healthcare exposure like
$ABBV, financials like
$V, cyclicals like
$DE and
$XOM, plus selective higher-beta names like HOOD and SOFI, alongside laggards like ISRG and software exposure likeMDB.
This is not a “kill the AI trade” view. It’s a positioning shift for a choppier macro regime where leadership rotates more frequently.
AI isn’t dead — it’s just not a straight-line trade anymore.
Stay balanced, size properly, and adapt to rotation instead of chasing momentum.
