LONG TERM PORTFOLIO
Our long-term core equity holdings, watchlists, and banned "no touch" assets. Hand-picked based on valuation, growth profile, and structural advantages.
Last Updated
March 2025
Target Weight Distribution
20+
Holdings
Asset Allocation Categories
Core Holdings (> 2%)
High-conviction core structural compounds (AAPL, GOOGL, BAC, ULTA, V, MA).
Minor Holdings (< 2%)
Speculative compounds and new entry starter blocks (PINS, PTON, ALLY, GLD, BOX).
| Ticker | Asset Name | Classification | Target Weight |
|---|---|---|---|
| AAPL | Apple Inc. | Core Holding | > 2% Large Cap |
| GOOGL | Alphabet Inc. | Core Holding | > 2% Large Cap |
| BAC | Bank of America Corp. | Core Holding | > 2% Financial |
| ULTA | Ulta Beauty Inc. | Core Holding | > 2% Retail |
| NFLX | Netflix Inc. | Core Holding | > 2% Media |
| AMZN | Amazon.com Inc. | Core Holding | > 2% E-Commerce |
| NVDA | NVIDIA Corp. | Core Holding | > 2% Semiconductors |
| PINS | Pinterest Inc. | Minor Weight | < 2% Growth Block |
| GLD | SPDR Gold Shares Trust | Minor Weight | < 2% Commodity Hedge |
| HOOD | Robinhood Markets Inc. | Minor Weight | < 2% Brokerage |
| NBIS | Nebula Acquisition Corp. | Wishlist | Pending Buy Level |
| MRVL | Marvell Technology Inc. | Wishlist | Pending Buy Level |
| BOTZ | Global X Robotics & AI ETF | Wishlist | Pending Buy Level |
| TSLA | Tesla Inc. | No Touch | High Beta - Exclude |
| AMD | Advanced Micro Devices Inc. | No Touch | Volatility Avoid |
| SPCX | Collaborative Investment Trust | No Touch | Exclude Long Term |