Week 5 – Portfolio Rebalancing & Gains Consolidation
Closing out May, the portfolio continues to show strong momentum in the core AI and semiconductor themes
Performance Highlights
Intel (INTC): Remains a pillar of the portfolio, currently up +162.47%.
Astera Labs (ALAB): Has been an exceptional performer, now yielding a +108.11% return.
Micron Tech (MU): Continues to deliver, holding steady at a +65.66% gain.
Roundhill Memory ETF (DRAM): A key strategic addition that has moved into the green at +16.27%.
Trade Recaps: Trimming & Adding
Taking Profits: I have successfully locked in gains from POET Tech (exited at +101.32%), ASML (exited at +18.38%), and Tesla (exited at +20.93%).
Strategic Rotations: I have been actively rotating capital from these closed positions into broader infrastructure plays like the Roundhill Memory ETF (DRAM) and the Corgi Lithography & Semiconductor ETF (EUV) to diversify across the supply chain.
Insights & Strategy
The current focus is on maintaining exposure to the "picks and shovels" of the AI boom while trimming single-stock volatility. While names like Zscaler (-24.73%) and Hims & Hers (-20.04%) are currently weighing on the portfolio, the outsized performance of my core chip holdings more than offsets these laggards.
Risk Management
As we head into June, I will prioritize keeping the core of the portfolio allocated to high-conviction semiconductor and data center infrastructure stocks, which have proven to be the most resilient part of the current market cycle.
