My portfolio is now well divided into clear sectors. Will share my journey here 🫡 And I will try and do my best to stick to the plan, and not overdiversify

Total invested : $1,000,339

DEFENSE / $151,428 / 15.14%

• Lockheed Martin $LMT (+0,5 %)
• 
  Thales $HO (-1,19 %)
• 
  CACI International $CACI (-0,18 %)

ARTIFICIAL INTELLIGENCE / $180,044 / 18%

• Palantir $PLTR (-1,56 %)
• 
  AMD $AMD (-5,19 %)
• 
  C3.ai $AI (-0,68 %)

SEMICONDUCTORS / $218,812 / 21.87%

• ASML $ASML (-3,41 %)
• 
  Lam Research $LRCX (-4,94 %)
• 
  KLA $KLAC (-5,52 %)

SOFTWARE / $181,211 / 18.12%

• Cadence Design Systems $CDNS (-0,9 %)
• 
  Synopsys $SNPS (-0,89 %)
• 
  ServiceNow $NOW (-2,5 %)

HEALTHCARE / $168,270 / 16.82%

• Roche $ROP (-0,72 %)
• 
  Novo Nordisk $NOVO B (-0,61 %)
• 
  Argenx $ARGX (-0,6 %)

FINANCIALS / $100,574 / 10.05%

• BlackRock $BLK (+0,68 %)
• 
  DBS Group $D05 (+1,76 %)
• 
  State Street Corporation $STT (+2,39 %)