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2024 Tidal Wave

A portfolio created during the early AI buzz years. Designed with the aim of outperforming the average US market. Tech heavy. 5-6 year passive investing strategy, but some positions have been exited (or reduced) over the years because of ethical conflicts/doubts.

Total value
$26,933.83
Total return
+169.34%
Total value, all-time
Daily snapshots · starting value $10,000

Sector breakdown

Allocation by sector across all current holdings.

26 sectors
  • Semiconductors25.5%
  • Specialty Chemicals7.8%
  • Biotechnology6.3%
  • Technology6.3%
  • Other5.2%
  • Crypto ETF5.0%
  • Software4.5%
  • Health Care4.3%
  • Robotics4.0%
  • Aerospace & Defense4.0%
  • Quantum Computing4.0%
  • Solar2.5%
  • Beverages2.3%
  • Electrical Equipment2.1%
  • Precious Metals2.0%
  • Specialty Materials2.0%
  • Pharmaceuticals2.0%
  • Automobiles1.5%
  • Bitcoin Miner1.3%
  • ETF1.3%
  • Heavy Machinery1.3%
  • Energy1.3%
  • Utilities - Renewable1.3%
  • Metals & Mining1.0%
  • Cybersecurity1.0%
  • Consumer products0.8%

Holdings

Weighted at add-time. Returns shown since each holding was added.

TSM
Taiwan Semiconductor Manufacturing Co Ltd
+193.26%$138.26$405.464.50%
NVDA
NVIDIA Corp
+370.46%$48.17$226.614.00%
AMD
Advanced Micro Devices Inc
+192.79%$146.18$428.003.00%
GMG.V
Graphene Manufacturing Group Ltd
+7.63%$2.36$2.542.75%
TMDX
Transmedics Group Inc
-6.75%$67.84$63.262.75%
TYRA
Tyra Biosciences Inc
+131.38%$16.00$37.022.75%
GMG.V
Graphene Manufacturing Group Ltd
+290.77%$0.65$2.542.75%
CPRX
Catalyst Pharmaceuticals Inc
+82.14%$17.11$31.172.50%
AVGO
Broadcom Inc
+196.30%$143.82$426.142.50%
SHOP.TO
Shopify Inc
+84.91%$74.56$137.872.50%
TOYO
TOYO Co. Ltd
+152.67%$5.05$12.762.50%
JOBY
Joby Aviation Inc
+99.14%$5.24$10.442.50%
POET
POET Technologies Inc
+356.01%$3.66$16.692.50%
NEO.TO
Neo Performance Materials Inc
+470.51%$5.73$32.692.25%
CELH
Celsius Holdings Inc
-47.77%$57.84$30.212.25%
NNE
Nano Nuclear Energy Inc
+41.33%$17.59$24.862.10%
BTCQ.TO
+53.06%$11.12$17.022.00%
MSTR
Strategy Inc
+17.79%$151.30$178.222.00%
CGG.TO
Chinal Gold International Resources Corp
-7.20%$30.13$27.962.00%
SERV
Serve Robotics Inc
-6.04%$8.77$8.242.00%
NANO.TO
Nano One Materials Corp
+14.12%$0.85$0.972.00%
RZLV
Rezolve AI PLC
-47.55%$4.90$2.572.00%
SYM
Symbotic Inc
+29.91%$36.31$47.172.00%
ETHQ.TO
-24.56%$15.76$11.891.75%
APLD
Applied Digital Corp
+973.80%$3.97$42.631.75%
AMLX
Amylyx Pharmaceuticals Inc
+231.00%$4.00$13.241.75%
TSLA
Tesla Inc
+134.57%$180.74$423.971.50%
HIMS
Hims & Hers Health Inc
+83.66%$13.65$25.071.50%
ACHR
Archer Aviation Inc
-6.17%$6.48$6.081.50%
AEHR
Aehr Test Systems
+716.65%$12.31$100.531.50%
RGTI
Rigetti Computing Inc
+495.70%$3.02$17.991.50%
QBTS
D-Wave Quantum Inc
+640.94%$2.76$20.451.50%
MSFT
Microsoft Corp
+3.39%$409.49$423.381.25%
KLAC
KLA Corp
+155.62%$710.88$1,817.131.25%
RIOT
Riot Platforms Inc
+135.92%$10.05$23.711.25%
SPUS
+57.28%$36.16$56.871.25%
HIMX
Himax Technologies Inc
+199.07%$6.47$19.351.25%
MU
Micron Technology Inc
+525.58%$117.45$734.751.25%
RAIL
FreightCar America Inc
+1.53%$7.85$7.971.25%
ASML
ASML Holding NV
+121.20%$683.52$1,511.951.25%
MPWR
Monolithic Power Systems Inc
+74.55%$900.03$1,571.041.25%
LTBR
Lightbridge Corp
+59.94%$7.24$11.581.25%
SOUN
SoundHound AI Inc
+9.27%$7.77$8.491.25%
ACLS
Axcelis Technologies Inc
+96.19%$79.72$156.401.25%
FLNC
Fluence Energy Inc
+25.85%$16.67$20.981.25%
SOLQ.TO
-30.59%$14.32$9.941.25%
ERO.TO
$27.391.15%
AIML.CN
-14.29%$0.07$0.061.00%
BB.TO
+132.19%$3.65$8.481.00%
CS.TO
Capstone Copper Corp
+55.01%$8.29$12.851.00%
AUTL
Autolus Therapeutics PLC
+2.23%$1.57$1.611.00%
HUT.TO
$15.001.00%
LAC.TO
+15.63%$5.95$6.881.00%
IONQ
IONQ Inc
+77.06%$29.51$52.251.00%
CRWD
CrowdStrike Holdings Inc
+32.24%$450.14$595.251.00%
ELF
elf Beauty Inc
-46.56%$105.97$56.630.75%
NVO
Novo Nordisk A/S
-3.04%$46.07$44.670.25%

The stocks and weightings shown in this portfolio reflect one specific strategy and may not be suitable for everyone. Investors should always seek personalized portfolio designs that reflect their own circumstances, goals, time horizon, and risk tolerance. Read full disclaimer.