does it add up to 100%
8/1/2025 11:37am
The total allocation adds up to 100%, here’s a quick breakdown:
1. **Growth Core Optimization** (45%)
* Nvidia (NVDA): 3%
* Microsoft (MSFT): 10%
* Apple (AAPL): 7%
* Advanced Micro Devices (AMD): 2%
* Palantir (PLTR): 1%
* Total: 23%
2. **Emerging AI & Thematic Innovation** (25%)
* Emerging AI Mid-Caps (Ui Path, Zscaler, Ui Inc.): 5%
* Clean Energy Mid-Caps (NEP, ENPH): 7%
* Biotech Mid-Caps (CRSP, MRNA): 6%
* Fintech & Digital Payments (SQ, PYPL): 6%
* Cloud & SaaS Mid-Caps (SNOW, DDOG): 5%
* Total: 25%
3. **Defensive & Income Enhancements** (15%)
* Energy Select Sector SPDR (XLE): 3%
* Prologis (PLD) & Realty Income (O): 1.5% each
* McDonald’s (MCD): 3%
* Vanguard Dividend Appreciation ETF (VIG): 0.5%
* Short-duration Treasury ETF: 0.2%
* Volatility Hedge ETF/Fund: 1%
* Gold ETF (GLD): 4%
* Infrastructure ETF (PAVE): 3%
* Total: 15%
4. **Global & Alternative Growth + Crypto** (15%)
* Emerging Markets Growth ETF (VWO): 5%
* China Tech & Innovation ETF (KWEB): 3%
* Cryptocurrency Exposure (GBTC): 5%
* Private Equity / Venture Capital ETF (PSP): 3%
* Total: 15%
The allocation is designed to balance growth potential with risk management, incorporating a mix of large-cap tech leaders, emerging AI and thematic innovators, and alternative growth sectors like cryptocurrency. The expected outcomes include a 53-58% CAGR over the next 5 years with 10-15% drawdowns.