[Week 4–Portfolio Health Check: Staying With The Leaders]

1️⃣ Current Holdings:

The portfolio is still heavily concentrated in industrial and infrastructure-related names, with FIX remaining the clear core position at 56.08%.

This week I added Powell Industries and TTM Technologies to increase exposure to power infrastructure and AI-related hardware supply chains. Both are smaller positions for now, but they fit the same broader theme around electrification, data center demand and AI infrastructure spending.

2️⃣ Market & Earnings Watch: Industrial and infrastructure names continued to stay relatively strong this week, especially companies tied to data centers, power systems and AI capex.

Memory-related names also remained resilient. DRAM and WDC are still contributing positively as the market continues pricing in stronger AI-driven demand for storage and memory.

NVIDIA earnings are getting closer, and I think the reaction will matter more than the actual beat itself. Expectations across semis are already elevated, so guidance and spending outlook from hyperscalers will probably set the tone for the next move.

3️⃣ Portfolio Reaction:

Most of the portfolio performance is still coming from FIX, WDC and CIEN.

CW pulled back slightly after earnings even though guidance was raised, which feels more like short term rotation than a change in fundamentals.

POWL is currently red after my entry, but since the position size is still small, I’m treating it more as an early starter position rather than something I need to react to immediately.

4️⃣ Positioning:

The portfolio has become even more theme-driven over the past few weeks, especially around infrastructure, industrial automation and AI-related capex.

I’m fine with that for now because the positioning still matches the areas where earnings momentum and capital spending trends remain strongest.

#My Portfolio Health Check