I started building up an AI portfolio on 01.01.2024.
I used ChatGPT, Gemini, and Grok for this.
At that time with 100K Euro play money, which has now become 250K Euro after two years with a return of 124%
The portfolio has hardly changed over time, the AIs remained constant with their picks and only wanted to buy ASML once and sell a small Nvidia position. Palantir and Tesla were also added at a favorable time. Only ASML has been a mistake so far.
Now I have asked the AIs again, as I do every six months, and the consensus was that I should liquidate $TSLA (+0,36%) liquidate and go ALL-IN with the position in $NOVO B (+2,31%) position. Then we'll do that and I'm curious to see how it develops. I would also have said that Tesla has now gone too far/ done too well.
So this is the new portfolio:
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