Week 6–My Portfolio Health Check: Lessons from a Concentrated Run

This is the final week of the Earnings Season Portfolio Check-up Challenge. Over the past six weeks, my portfolio has shifted from a more balanced structure to one heavily focused on semiconductors and industrial infrastructure.

Current holdings as of May 30:

Direxion Semicon Bull 3X (SOXL)

Comfort Systems (FIX)

Western Digital (WDC)

Curtiss-Wright (CW)

Smaller positions: LRN, UGL, NVDA and PLTR

This concentration was intentional. It came from letting strong performers continue to run as AI and data center demand remained supportive. SOXL has become the main growth engine through leveraged semiconductor exposure. FIX remains the core anchor, backed by strong execution and demand from industrial and data center construction. WDC gives direct exposure to AI storage demand, while CW adds quality aerospace and defense exposure.

The smaller positions also have their roles. NVDA adds pure AI upside, LRN provides education sector stability, and UGL and PLTR serve as minor diversifiers.

Fundamentally, the major holdings have continued to show strong execution. The portfolio has benefited from clear market leadership, strong business momentum, and the decision to stay with names that continued to perform.

The portfolio has delivered strong returns, but with higher volatility and greater concentration risk. This setup has worked well in the current market, yet it still requires close monitoring.

After completing this full cycle, I remain constructive on AI infrastructure, semiconductor demand and industrial execution. I will continue to stay data driven, review the portfolio regularly, and balance conviction with prudent risk control.

#My Portfolio Health Check