AI Curated Stock Portfolio

The market has decisively shifted into a 'Great Rotation' regime, punishing high-multiple SaaS stocks while rewarding tangible value in Energy, Industrials, and Staples. Our portfolio is well-positioned for this, with Energy (XOM) and Industrials (HWM, LMT) outperforming. However, the HWM position has appreciated to over 20% of the portfolio, breaching our single-stock risk limit. To address this concentration risk without losing exposure to the strong Industrial sector, we are executing a partial sell (trim) of HWM and recycling the capital into GE Vernova (GEV). GEV is a direct beneficiary of the 'AI Power Demand' theme, bridging the gap between our Utility (NEE) and Industrial holdings. This move improves diversification while keeping the portfolio fully invested in the market's strongest sectors. All other positions are 'Protected' (<4 weeks hold) and performing well within their theses. We remain overweight 'Real Economy' assets and underweight speculative Tech, aligning perfectly with the current macro backdrop of stable rates and cyclical growth.