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 (+0,1%)
• 
  Thales $HO (-0,04%)
• 
  CACI International $CACI (+2,51%)

ARTIFICIAL INTELLIGENCE / $180,044 / 18%

• Palantir $PLTR (-0,65%)
• 
  AMD $AMD (-0,84%)
• 
  C3.ai $AI (-0,16%)

SEMICONDUCTORS / $218,812 / 21.87%

• ASML $ASML (-1,23%)
• 
  Lam Research $LRCX (-1,47%)
• 
  KLA $KLAC (-1,83%)

SOFTWARE / $181,211 / 18.12%

• Cadence Design Systems $CDNS (+0,01%)
• 
  Synopsys $SNPS (-0,06%)
• 
  ServiceNow $NOW (+0,22%)

HEALTHCARE / $168,270 / 16.82%

• Roche $ROP (-0,32%)
• 
  Novo Nordisk $NOVO B (+4,74%)
• 
  Argenx $ARGX (+0,42%)

FINANCIALS / $100,574 / 10.05%

• BlackRock $BLK (-1,17%)
• 
  DBS Group $D05 (-0,98%)
• 
  State Street Corporation $STT (+0,2%)