PORTFOLIO UPDATE
What a spectacular start to the first two weeks of the month! I am beyond thrilled to share that I have officially hit my $20,000 liquid net worth milestone, a huge personal achievement that reflects the incredible momentum we are seeing in the market right now. My tech-heavy strategy is really paying off, especially with my core semiconductor and AI positions leading the charge. $Marvell Technology(MRVL)$ and $NVIDIA(NVDA)$ currently make up the largest slices of my portfolio and are driving massive value, while foundational tech powerhouses like TSMC and ServiceNow continue to anchor my overall growth. It feels absolutely amazing to watch these strategic plays compound and push my total liquid assets past that $20k finish line.
To keep this momentum going, I've made a few tactical rebalancing moves in my emerging tech allocations. I recently decided to slightly downgrade my position in $Ondas Holdings Inc.(ONDS)$ after their rather disappointing Q2 widening losses, shifting some of those funds over to upgrade my stake in $Rocket Lab USA, Inc.(RKLB)$ , though make no mistake, I am still heavily bullish on Ondas's long-term potential. Meanwhile, my recent decision to take profits on Broadcom and pivot those funds into $IONQ Inc.(IONQ)$ has turned out to be an absolutely brilliant move. Establishing a strong foothold in quantum computing with IONQ is already yielding fantastic results, perfectly rounding out a portfolio that is locked and loaded for the future of tech.
LOOKING FORWARD TO CONTINUE THIS STRONG MOMENTUM TOWARDS THE EOTY! STAY SAFE AND STRONG GUYS! [Love you]
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