🚨New position alert🚨 2 new adds & 1 closed out...all AI

Every year, around this time, we adjust and pivot our portfolio towards the next 12-18 months…yes, well in advance. This proactive strategy has enabled us to deliver market-leading returns which are posted here….an average annual return of +141% at a CAGR of +43%.

Today, we discuss three such changes that we recently made. We added 2 new positions and closed out another…all these three stocks were part of our 50%+ allocation to AI.

If you want to follow our portfolio pivot journey…why and how we do it…read our latest post here, including links to our previous writings in this series. There is more work to do on this front…so stay tuned.

Welcome to Beachman AI’s Investing Whispers, where we invest in market-leading stocks and ETFs with Beachman’s proven long-term record and a lower risk approach. Over the past 6 years, our structured investing has delivered an average annual return of +141% at a CAGR of +43%.

Our chat line is open to all readers. It is now FREE to join in daily discussions about markets, investing and trading. Use this link to chime in on the conversation: Beachman’s Chat Line

For Beachman’s other portfolio, check out Beachman’s Salty Trades, with 5 multi-bagger picks cooking, using bottoms up research and technical signal based trade ideation and execution…where we recently logged our 22nd multi-bagger stock and trade gains of up to +69%.

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• Beachman’s latest market whispers

• New position 1: An AI networking market-share grabber

• New position 2: An AI power provider delivering behind-the-meter energy

• Closed an existing AI energy position

• Coming up next

Here is what is top of mind for me these days…

• Personally, I am deep into my summer mood and mode…so life has slowed down a bit. Enjoyed the World Cup soccer tourney and happy that Spain won it with class and superior football. I am looking forward to a few more weeks of baseball, Puerto Rico beach time, gardening and family/friends bbqs.

• Markets are slowing down, typical for this time of the year, as we head into the peak Q2 earnings season. Estimates are trending higher and all in all reports are expected to be good. But our attention will be focused on guidance and estimates for the next 9-12 months.

• Macro readings are also relatively stable - inflation, labor, rates, energy prices…note that I said relatively stable. The US admin is using everything in their tool box to keep macro in check…after all this is an election year.

• Markets are now not swaying to news on ME wars, Ukraine wars, tariff decisions, political or fiscal narratives…btw, there are no important laws being passed…so markets dont care anymore.

• Important: We have to keep an eye on election predictions starting in say Sept/Oct. If the GOP is going to lose less or even win, then markets will rally. And vice versa.