Week 3 – My Portfolio in Attack Mode During May Earnings Season

Didn’t make any changes to my portfolio this week. The top two holdings still make up 73.4%, keeping things very concentrated.

Main positions:

Comfort Systems (FIX) 47.92% (+56.88%)

Direxion Semicon Bull 3X (SOXL) 25.5% (+212.37%)

Western Digital (WDC) 4.72% (+112.19%)

Curtiss-Wright (CW) 2.87% (+16.26%)

Smaller positions in UGL, Stride, NVDA, PLTR etc.

The portfolio remained positive overall this week, mainly driven by strong performance from FIX and SOXL. Although PLTR is down 29.35% and UGL is down 19.77%, the big winners have more than offset the weaker names and kept the total portfolio in positive territory.

May is a critical period with semiconductor and industrial earnings coming out one after another. I will closely monitor their results and forward guidance. SOXL leverage amplifies gains when the sector rises, while FIX provides more stable industrial exposure. Together they currently create a good balance between offense and defense.

Next steps：

I plan to continue holding the core positions and let the winners run further. If earnings come in strong, I may add more to the semiconductor side to increase momentum. At the same time, I will look for opportunities to take some profits into cash to protect what has already been gained and to keep dry powder ready for better entry points during any market pullback.

I like this high conviction approach with clear sector logic. Long term I remain bullish on industrial infrastructure and AI semiconductor growth trends. I will gradually build more diversification to strengthen both the offensive and defensive sides of the portfolio.

Overall I am feeling positive. The portfolio is moving in line with my plan and I will keep executing.

#My Portfolio Health Check