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2025 Core Zero

Bold vision 5 year balanced portfolio

Total value
$15,936.89
Total return
+59.37%
Total value, all-time
Daily snapshots · starting value $10,000

Sector breakdown

Allocation by sector across all current holdings.

15 sectors
  • Semiconductors35.0%
  • Software10.0%
  • Health Care7.0%
  • Aerospace & Defense7.0%
  • Retail7.0%
  • Solar5.0%
  • Robotics5.0%
  • Scientific Instruments5.0%
  • Specialty Chemicals5.0%
  • Technology4.0%
  • Metals & Mining3.0%
  • Precious Metals2.0%
  • Telecommunication2.0%
  • Electrical Equipment2.0%
  • Quantum Computing1.0%

Holdings

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

SHOP.TO
Shopify Inc
-21.40%$195.60$153.748.00%
NVDA
NVIDIA Corp
+16.76%$180.45$210.697.00%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+93.45%$238.88$462.127.00%
TMDX
Transmedics Group Inc
-38.23%$127.55$78.797.00%
AVGO
Broadcom Inc
+34.28%$306.34$411.357.00%
ATZ.TO
Aritzia inc
+113.33%$77.10$164.487.00%
ASML.TO
ASML Holding N.V.
+98.30%$27.64$54.817.00%
TOYO
TOYO Co. Ltd
+147.55%$4.90$12.135.00%
SYM
Symbotic Inc
-20.72%$52.57$41.685.00%
PNG.V
Kraken Robotics Inc
+106.63%$3.77$7.795.00%
NEO.TO
Neo Performance Materials Inc
+93.81%$17.78$34.465.00%
VNP.TO
5N Plus Inc
+170.73%$15.17$41.075.00%
APLD
Applied Digital Corp
+230.66%$14.09$46.593.00%
TMC
TMC the metals company Inc
+4.27%$4.92$5.133.00%
HOVR
New Horizon Aircraft Ltd
+32.93%$1.67$2.223.00%
JOBY
Joby Aviation Inc
-39.87%$16.63$10.002.00%
CGG.TO
Chinal Gold International Resources Corp
+86.14%$14.00$26.062.00%
ASTS
AST SpaceMobile Inc
+67.76%$48.08$80.662.00%
WRD
WeRide Inc
-35.99%$9.92$6.352.00%
POET
POET Technologies Inc
+141.07%$5.04$12.152.00%
NNE
Nano Nuclear Energy Inc
-21.40%$35.89$28.212.00%
ACHR
Archer Aviation Inc
-43.28%$9.82$5.572.00%
ARQQ
Arqit Quantum Inc
-26.01%$32.95$24.381.00%
QNC.V
Quantum eMotion Corp
+306.31%$1.11$4.511.00%

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.