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 (+0,13%)
• 
  Thales $HO (+1,43%)
• 
  CACI International $CACI (+2,52%)

ARTIFICIAL INTELLIGENCE / $180,044 / 18%

• Palantir $PLTR (+0,06%)
• 
  AMD $AMD (-0,3%)
• 
  C3.ai $AI (+2,19%)

SEMICONDUCTORS / $218,812 / 21.87%

• ASML $ASML (-0,39%)
• 
  Lam Research $LRCX (-0,83%)
• 
  KLA $KLAC (-1,08%)

SOFTWARE / $181,211 / 18.12%

• Cadence Design Systems $CDNS (+2,4%)
• 
  Synopsys $SNPS (+1,32%)
• 
  ServiceNow $NOW (+1,23%)

HEALTHCARE / $168,270 / 16.82%

• Roche $ROP (+0,05%)
• 
  Novo Nordisk $NOVO B (-0,5%)
• 
  Argenx $ARGX (-0,82%)

FINANCIALS / $100,574 / 10.05%

• BlackRock $BLK (+0,15%)
• 
  DBS Group $D05 (+1,05%)
• 
  State Street Corporation $STT (-0,5%)