Our Portfolio
↑ 29.91%
Uber (UBER): We chose Uber because of its improving profitability, global scale in ridesharing, and diversification through delivery and freight.
↑ 32.98%
Microsoft (MSFT): We invested in Microsoft for its strong positioning in cloud computing and artificial intelligence, which provides durable long-term growth.
↑ 7.88%
Johnson & Johnson (JNJ): We included JNJ for its defensive healthcare exposure, reliable dividend, and continued innovation in pharmaceuticals and medical technology.
↑ 47.53%
NVIDIA (NVDA): We added NVIDIA to capture its leadership in semiconductors, particularly in powering artificial intelligence and data center growth.
↑ 32.68%
J.P. Morgan (JPM): We invested in JPM for its stability as the leading U.S. bank with strong capital reserves and consistent earnings across multiple business lines.
