[Week 3–My Portfolio Health Check: Adding More Memory Exposure]

1. Current Holdings:

My portfolio is still mainly concentrated in Comfort Systems USA and Curtiss-Wright, which together make up around 75% of the portfolio.

FIX remains the core holding at 55.19%. The company already reported strong Q1 results with revenue up 56% YoY and EPS more than doubling, so I’m still comfortable keeping it as the anchor position.

This week, I also added more exposure to the memory side through DRAM, alongside my existing WDC position.

2. Market & Earnings Watch:

Memory and storage names have continued to stay strong recently as AI infrastructure spending remains elevated. WDC already delivered solid quarterly results with improving margins and strong guidance, which partly supports my decision to increase memory-related exposure.

NVIDIA has not reported yet. Earnings are scheduled for 20 May, so I’m mainly watching guidance, margins and hyperscaler spending trends rather than just whether it beats estimates.

At current valuations, market reaction probably matters more than the headline numbers themselves.

3. Portfolio Reaction:

The portfolio is still being carried mainly by FIX, WDC and CIEN. DRAM has also contributed positively after the recent move in memory-related names.

On the weaker side, HOOD and UGL remain slightly negative, but their position sizes are relatively small, so they are not affecting the overall portfolio much.

4. Positioning:

The portfolio is definitely concentrated at this stage, but most of that came from letting stronger positions compound over time instead of constantly rebalancing.

For now, I’m still comfortable staying patient as long as the underlying fundamentals remain intact.

#My Portfolio Health Check