Week 4 – My Portfolio Health Check: Mid-May Update

Another week into earnings season and I didn’t make any changes to the portfolio. FIX is still the largest holding at 47.99%, with SOXL in second place at 22.68%. The top two positions together make up over 70% of the portfolio, keeping things very concentrated in semiconductors and industrial infrastructure.

Current key holdings:

Comfort Systems (FIX)

Direxion Semicon Bull 3X (SOXL)

Western Digital (WDC)

Curtiss-Wright (CW)

Smaller positions in LRN, UGL, NVDA and PLTR.

This week the portfolio continued to perform well overall. The semiconductor side, led by SOXL, kept delivering strong results. WDC also added meaningful gains on AI storage strength. However, PLTR and UGL both pulled back further, reminding me that not every position moves in the same direction.

With more semiconductor and industrial earnings still rolling out, I am focused on how companies are guiding for the rest of the year, especially on AI related demand. The combination of a leveraged semiconductor play and a solid industrial core has created an interesting risk reward setup.

I am staying patient with the current allocation for now. My main focus is watching how the market digests the latest earnings reports and whether the AI momentum sustains. Will check back again next week as usual.

#My Portfolio Health Check