Week 5 – My Portfolio Health Check: SOXL Takes the Lead

This week the portfolio saw a clear shift in leadership. SOXL has now become my largest holding at 44.8%, slightly ahead of FIX at 42.45%. The two big positions still dominate, making up nearly 87% of the entire portfolio and showing a very strong bet on the semiconductor and industrial infrastructure themes.

Key holdings update:

Direxion Semicon Bull 3X (SOXL)

Comfort Systems (FIX)

Western Digital (WDC)

Curtiss-Wright (CW)

Smaller positions in LRN, UGL, NVDA and PLTR.

Performance remained positive overall despite some volatility. SOXL continued to deliver strong gains as the semiconductor sector stayed hot, while FIX provided steady support. WDC kept performing very well on AI storage demand. On the flip side, UGL and PLTR continued to decline, highlighting the uneven moves across different parts of the portfolio.

We are deep into earnings season with many semiconductor and industrial companies having reported. I have been closely reviewing their results and guidance, especially regarding AI capex plans and industrial backlog trends. The 3x leverage in SOXL has boosted upside significantly but also brings higher volatility, which I am keeping a close eye on.

I remain constructive on the long-term AI and infrastructure growth story. The portfolio is currently running with high conviction in these areas. I will continue monitoring market reactions to earnings and plan to do the next check-in next week as scheduled.

#My Portfolio Health Check