Core Holdings
Our long-term strategy is grounded in fundamental research and long-horizon conviction. Stocks in this watchlist represent companies with durable competitive advantages, scalable business models, and the potential to compound value over multiple market cycles. We evaluate valuation metrics, growth trajectories, and qualitative factors such as leadership quality and industry dominance. Entry points are optimized using technical support levels, but positions are held with a focus on strategic allocation and patience. Here is our current long-term watchlist, from which we construct portfolios designed for lasting wealth creation and capital appreciation.
+23%
YTD Avg Trade Return
12 - 36 Months
Avg Holding Period
NVDA +40%
CRWD: +43%
HOOD: +276%
Top Holdings (YTD)
Stock | Thesis | Sector |
|---|---|---|
TECH SECTOR | ||
AAPL | Industry Leader - Unmatched brand loyalty and recurring services revenue. | Tech / Consumer |
ARM | Industry Disruptor - Essential chip IP powering AI, IoT, and mobile | Technology |
AMD | Gaining market share in CPUs and GPUs with best-in-class innovation pipeline. | Technology |
CRWD | Industry Leader - Top-tier cybersecurity platform with expanding product suite. | Tech |
GOOGL | Industry Leader - Dominates digital ads, search, YouTube, and cloud. | Communication |
MSFT | Industry Leader - Structural compounder with leadership in enterprise software, cloud, and generative AI. | Technology |
META | Industry Leader & Disruptor - Strong ad business with long-term AI and VR ambitions. | Consumer cyclical |
NVDA | Market leader in AI chips with exponential demand tailwinds. | Communication |
SNOW | Industry disruptor - Core data infrastructure play. | Technology |
SOFI | Industry Disruptor - Fintech platform transitioning from student loans to full-suite digital banking. | Financial |
FINANCIALS | ||
BX | Industry Leader - Dominant alternative asset manager. | Financial |
GS | Industry Leader - Global leader in investment banking and wealth management. | Financial |
HOOD | Industry Disruptor - Early-mover in democratizing investing. Long-term upside via product diversification. | Financial |
JPM | Best-in-class retail and investment bank with consistent leadership and scale advantage. | Financial |
CONSUMER CYCLICALS | ||
AMZN | Industry leader in e-commerce and cloud infrastructure (AWS) and AI. | Tech / Consumer |
INTERNATIONAL | ||
FEZ | European equity exposure via ETF. Potential rebound from lagging valuations. | ETF |
KWEB | Strategic exposure to Chinese internet/tech firms at historical valuation discounts. | ETF |
CONSUMER DISCRETIONARY | ||
CELH | Industry Disruptor - Disruptive player in functional beverages. Rapid revenue growth, strong brand loyalty. | Consumer Defensive |
WYNN | Industry leader - High-end consumer and travel rebound play. | Consumer Cyclical |
ONON | Industry Disruptor - Emerging global leader in performance footwear. Premium positioning | Consumer cyclical |
UBER | Industry Leader -Scalable platform with global market dominance in mobility and delivery. | Tech / Mobility |
OTHER INVESTMENTS | ||
GBTC | Institutional gateway to Bitcoin with long-term appreciation potential as adoption grows. | Crypto |
This watchlist reflects current trade ideas and is updated regularly based on price action and technical signals. Not investment advice.