Key insights
- A college student's portfolio breakdown reveals concentrated positions in mega-cap tech and industrials. The 'junior' account focuses on higher-risk growth stocks like CrowdStrike and Robinhood. The main portfolio's focus on wide-moat companies suggests a long-term, quality-oriented investment strategy. The aggressive growth focus in the junior account may reflect a higher risk tolerance. Overall, the portfolio construction provides a limited signal on broader market direction.
MAIN ACCOUNT: ($33K - Stock Value & Cash Holdings ($4-6K))
-
AMZN - Amazon - 16%
-
AVGO - Broadcom - 12%
-
TSM - Taiwan Semiconductor - 10%
-
META - Meta Platforms - 8% ($590-600 avg very happy)
-
SPGI - S&P Global - 7%
-
CAT - Caterpillar - 7%
-
GE - GE Aerospace - 7%
-
NOC - Northrop Grumman - 7%
-
GOOGL - Google - 6%
-
GS - Goldman Sachs - 6%
-
NVDA - NVIDIA - 5%
-
BN - Brookfield Corps - 5%
-
MSFT - Microsoft - 2% (JUST ADDED - $383 avg - will avg until $2.1-.5K)
Some of my holdings I would not buy at current prices. I started around May 2025, I had a few success stories like ASML ($690), GOOGL ($160), AMD ($130 - sold out at $263), TSMC ($230), MRVL ($60 - sold $105). My main account will ONLY consist of wide moat and high quality business. My 2025 performance was 30-33%.
JUNIOR ACCOUNT: ($6K)
My goal with this account is to have a more volatile smaller portfolio that focus on aggressive growth and short term strength, but also maintain higher quality. For instance, this account would not hold high quality compounder like JPM, that would go to main account.
With this experimental account, let just say we want 5 positions with $1K each. Hopefully you guys can give me some investment ideas that create a "diversified" risky quality portfolio. I am okay with losing a bit of money just to learn. Minimize overlap with the main portfolio. So far, I have two proposals would be CrowdStrike and Robinhood.
CrowdStrike - upgraded moat, somewhat volatile, outstanding growth story with great upside.
Robinhood - interesting moat (Gen Z), quick to change and expand (love the boldness of new credit card offering, love the private fund for private companies exposure). Whether these ventures are successful or not, I like their positioning going from brokerage to banking is a lot easier than reverse opening room for new business ventures.
Some ideas in mind: Lumentum (LITE), Coherent (COH), Curtiss-Wright (CW), Albemarle (ALB), Texas Pacific Land Corporation (TPL), Eaton Corporation (ETN), PNC (PNC Financials), TJX Companies (TJX), Quanta (PWR).
Please share your ideas about my main portfolio and junior portfolio. I would love to hear criticism, but please don't tell me to buy index fund (it great but not for me). Every bit of money in here is from my tech internship and work study.
Thank you!