📊 Improved Allocation Plan
1. Core Holdings (Stable Compounders)
Consistent earnings and defensive traits:
T (AT&T) – steady cash flows, stable telecom exposure.
PM (Philip Morris) – defensive consumer staple, high dividend.
CNP (CenterPoint Energy) – utility stability, defensive ballast.
VRSN (Verisign) – cash-generating monopoly-like business.
➡️ Suggested Weight: 25–30% combined
2. Growth & Innovation Plays
To capture upside from secular themes:
PLTR (Palantir) – data/AI defense and enterprise growth.
APP (AppLovin) – app monetization and gaming ecosystem.
GOOGL (Alphabet) – core tech exposure with AI tailwinds.
NFLX (Netflix) – content moat, global growth.
➡️ Suggested Weight: 25–30% combined
3. Cyclical & Industrial Leaders
These give exposure to economic recovery and capex cycles:
HWM (Howmet Aerospace) – breakout base, aerospace uptrend.
RTX (Raytheon Technologies) – defense/aerospace diversification.
CME (CME Group) – volatility/hedging proxy, strong cash flows.
CBOE (CBOE Global Markets) – options/liquidity boom exposure.
➡️ Suggested Weight: 20–25% combined
4. High Beta / Tactical Rotation
Shorter-term, opportunistic holdings that juice returns:
TPR (Tapestry) – discretionary rebound.
STX (Seagate) – storage cycle, AI demand tie-in.
DG (Dollar General) – consumer resilience.
HOOD (Robinhood) – retail flow capture, optionality.
➡️ Suggested Weight: 15–20% combined
5. Satellite / Alpha Enhancers
Niche names with asymmetric potential:
RPRX (Royalty Pharma) – biopharma royalties, steady income.
LDOS (Leidos) – government contractor/tech defense.
VST (Vistra) – power utility + renewables angle.
KR (Kroger) – consumer defensive.
MO (Altria) – high yield, value.
AVGO (Broadcom) – semiconductor powerhouse, AI demand.
➡️ Suggested Weight: 10–15% combined
🚀 Adjustments vs Past Allocation
New Adds: HWM (confirmed breakout), RTX (defense exposure), AVGO (AI), or NVDIA.
Keep: PLTR, APP, GOOGL, TPR, STX, T, PM, etc.
Trim/Rotate: Smaller weights to KR, MO, add more CBOE, STX, VST to keep liquidity.
Balance: Defensive core vs. high beta growth.
1. Core Holdings (Stable Compounders)
Consistent earnings and defensive traits:
T (AT&T) – steady cash flows, stable telecom exposure.
PM (Philip Morris) – defensive consumer staple, high dividend.
CNP (CenterPoint Energy) – utility stability, defensive ballast.
VRSN (Verisign) – cash-generating monopoly-like business.
➡️ Suggested Weight: 25–30% combined
2. Growth & Innovation Plays
To capture upside from secular themes:
PLTR (Palantir) – data/AI defense and enterprise growth.
APP (AppLovin) – app monetization and gaming ecosystem.
GOOGL (Alphabet) – core tech exposure with AI tailwinds.
NFLX (Netflix) – content moat, global growth.
➡️ Suggested Weight: 25–30% combined
3. Cyclical & Industrial Leaders
These give exposure to economic recovery and capex cycles:
HWM (Howmet Aerospace) – breakout base, aerospace uptrend.
RTX (Raytheon Technologies) – defense/aerospace diversification.
CME (CME Group) – volatility/hedging proxy, strong cash flows.
CBOE (CBOE Global Markets) – options/liquidity boom exposure.
➡️ Suggested Weight: 20–25% combined
4. High Beta / Tactical Rotation
Shorter-term, opportunistic holdings that juice returns:
TPR (Tapestry) – discretionary rebound.
STX (Seagate) – storage cycle, AI demand tie-in.
DG (Dollar General) – consumer resilience.
HOOD (Robinhood) – retail flow capture, optionality.
➡️ Suggested Weight: 15–20% combined
5. Satellite / Alpha Enhancers
Niche names with asymmetric potential:
RPRX (Royalty Pharma) – biopharma royalties, steady income.
LDOS (Leidos) – government contractor/tech defense.
VST (Vistra) – power utility + renewables angle.
KR (Kroger) – consumer defensive.
MO (Altria) – high yield, value.
AVGO (Broadcom) – semiconductor powerhouse, AI demand.
➡️ Suggested Weight: 10–15% combined
🚀 Adjustments vs Past Allocation
New Adds: HWM (confirmed breakout), RTX (defense exposure), AVGO (AI), or NVDIA.
Keep: PLTR, APP, GOOGL, TPR, STX, T, PM, etc.
Trim/Rotate: Smaller weights to KR, MO, add more CBOE, STX, VST to keep liquidity.
Balance: Defensive core vs. high beta growth.
Gabriel Amadeus
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
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Gabriel Amadeus
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
関連の投稿
免責事項
この情報および投稿は、TradingViewが提供または推奨する金融、投資、トレード、その他のアドバイスや推奨を意図するものではなく、それらを構成するものでもありません。詳細は利用規約をご覧ください。