AI Main Core Portfolio · Invest & Retire Community

AI Main Core Portfolio

Sharing my main AI portfolio. Long-term investment based on the theme. Note: I trade around these core symbols as well. For example, knowing when to hedge by selling calls or buying puts - whichever gives me a better deal. But if you are a long-term investor, you can buy and hold and add other assets to the portfolio to reduce your risk exposure and volatility. I will also try to update these on a weekly/monthly basis on the company to know when to get out or add more.

Statistic of portfolio:

Diversification score = 30% - the higher the better but at the moment AI is quite correlated to tech in a way.

Exposure risk = $10k - this means worst case scenario that I might lose on the portfolio on a 100k portfolio

Growth = 12.28% from one year ago

Attached is the covariance matrix

Attached are the assets I have

Note: I do all my number crunching myself.

But the concept is based on a book I read a long time ago and I apply it every day with it.

6 comments