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 (+0,17%)
• 
  Thales $HO (-0,06%)
• 
  CACI International $CACI (+2,14%)

ARTIFICIAL INTELLIGENCE / $180,044 / 18%

• Palantir $PLTR (-0,86%)
• 
  AMD $AMD (-1,23%)
• 
  C3.ai $AI (-0,37%)

SEMICONDUCTORS / $218,812 / 21.87%

• ASML $ASML (-1,52%)
• 
  Lam Research $LRCX (-2,63%)
• 
  KLA $KLAC (-3,01%)

SOFTWARE / $181,211 / 18.12%

• Cadence Design Systems $CDNS (-0,27%)
• 
  Synopsys $SNPS (-0,32%)
• 
  ServiceNow $NOW (-0,28%)

HEALTHCARE / $168,270 / 16.82%

• Roche $ROP (-0,38%)
• 
  Novo Nordisk $NOVO B (+4,1%)
• 
  Argenx $ARGX (+0,01%)

FINANCIALS / $100,574 / 10.05%

• BlackRock $BLK (-1,39%)
• 
  DBS Group $D05 (-1,13%)
• 
  State Street Corporation $STT (+0%)