Buy RKLB by Sep 22, 2026.

Hi all, I’m looking for a portfolio review from a value-investing perspective. And to pretext on why the portfolio is quite tech heavy, im an elder millennial software engineer :) I’m trying to build a concentrated individual-stock portfolio with the goal of outperforming the S&P 500 over the long term. I understand that this may be foolish, especially because concentrated portfolios can easily become a mix of story stocks, themes, and overconfidence. Current portfolio, approximate weights: RKLB / Rocket Lab …