First of all yes I know this is a high risk volatile portfolio.
I used to hold the bigger names the likes of $tsla, $nvda, $google and $avgo. However, I wanted to make bigger returns.
I was relatively middle of the pack on micron $mu last year and have recently been adding into $nbis and $iren on strength and also wanted some space exposure so added $asts.
I currently have on my watchlist $onds, $ter, $serv and $ktos.
Any opinions appreciated, I'm trying to build a future growth portfolio, soon all our blue collar jobs may be replaced with AI.
Up 20% overall - 37% $mu, 27% nbis, 22% $iren and 15% $asts