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 (+0,06%)
• 
  Thales $HO (+1,65%)
• 
  CACI International $CACI (+1,88%)

ARTIFICIAL INTELLIGENCE / $180,044 / 18%

• Palantir $PLTR (+0,57%)
• 
  AMD $AMD (-0,11%)
• 
  C3.ai $AI (+2,61%)

SEMICONDUCTORS / $218,812 / 21.87%

• ASML $ASML (-0,58%)
• 
  Lam Research $LRCX (-1,07%)
• 
  KLA $KLAC (-2,06%)

SOFTWARE / $181,211 / 18.12%

• Cadence Design Systems $CDNS (+2,12%)
• 
  Synopsys $SNPS (+2,64%)
• 
  ServiceNow $NOW (+1,55%)

HEALTHCARE / $168,270 / 16.82%

• Roche $ROP (+0,09%)
• 
  Novo Nordisk $NOVO B (-0,25%)
• 
  Argenx $ARGX (+0,25%)

FINANCIALS / $100,574 / 10.05%

• BlackRock $BLK (-0,04%)
• 
  DBS Group $D05 (+1,14%)
• 
  State Street Corporation $STT (+0,18%)