This portfolio is a long-term experiment: An artificial intelligence was given a virtual starting capital of 100,000 euros to allocate. To ensure a consistent strategy, I regularly, every six months, to the leading models (ChatGPT, Gemini, and Claude) for portfolio updates and potential rebalancing.
The AI has done an excellent job so far and has significantly outperformed the broad market indices.
Portfolio Key Figures (getquin Performance)
- Total portfolio value: 273,048.83 EUR
- Invested capital: 134,913.40 EUR
- Unrealized gains: +102.41% (+138,163.84 EUR)
- Realized gains: +97.09% (+34,148.65 EUR)
- Total return: +173,860.76 EUR
Top Positions and Drivers
Palantir Technologies ($PLTR (-0.79%)
): +418.18%
Nvidia ($NVDA (-1.12%)
): +335.65%
Alphabet Inc. Class A ($GOOGL (-0.46%)
): +137.72%
ASML Holding ($ASML (-1.34%)
): +98.18%
Shopify ($SHOP (-0.22%)
): +83.57%
Amazon ($AMZN (-0.43%)
): +66.31%
Consolidation in individual stocks such as Novo Nordisk (-13.84%) is factored into the allocation and is offset by the fundamental strength of the core positions. In addition, profits were selectively taken on stocks such as Tesla and Nvidia in earlier cycles, and these funds were invested more heavily in Palantir and ASML. The AI models remain consistent in their view of Novo Nordisk, see strong potential, and wish to maintain this position.
Strategic Conclusion & Outlook
In the current six-month update, the AI recommends no changes: The portfolio remains unchanged in its current composition. The fundamental thesis regarding digital transformation and the scaling of AI systems still holds, while the cash flows of the held companies remain intact.
How do you assess the AI’s decisions in the current market environment?
More on this in my new video: https://youtu.be/R0ka3r9BlIo
