Markets are creating new all-time highs 🚀 heading into uncharted territory. We are using these highs to make tactical changes to our TPO portfolio and position our capital for the next few interesting months ahead for the AI trade.
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Since March, the TPO Portfolio delivered returns of 26.5%, significantly outperforming the broader indices.
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Let’s Set The Stage
Over the last two weeks, we initiated positions in three new companies for our The Pragmatic Optimist Portfolio 🤑.
The first is NextEra Energy , a utility provider quickly positioning itself at the center of the AI bottleneck trade. The second is Core Scientific , a massive supplier of data center capacity and infrastructure. The third is Axon Enterprise , a leader in public safety technology.
Through this month, 9.4% of TPO’s total portfolio capital was allocated to new/existing positions. Also this month, we trimmed/exited 7.7% of our TPO portfolio from winning trades and used the gains from those winning trades to rotate into new positions like NEE, CORZ, and AXON.
In this post, we will explain why we invested in NEE, CORZ, and AXON while outlining key technical levels where we plan to beef up these positions.
📌 The TPO Portfolio has staged an impressive rally since March 1, now up 26.5% 💪, significantly beating the S&P 500 and benchmark ETFs that include QQQ, AIQ , GRNY , and IVES during this period.
You can track our entire portfolio and all our live trades in the AI Stock Tracker 2.0 tool using the link below. 👇
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