My September bStocks Portfolio: Betting on the Infrastructure of Tomorrow
What if we stop chasing yesterdayโs winners and invest around the infrastructure shaping the next decade? ๐
Hereโs how Iโd allocate my 100%:
๐ฐ๏ธ 40% $SPCXB โ SpaceX
๐ Space infrastructure
๐ Connectivity
๐ฅ My contrarian, high-conviction pick for the portfolio.
๐ค 35% $NVDAB โ NVIDIA
โก AI needs compute.
๐ง NVIDIA sits at the center of the AI infrastructure story, making it my core AI allocation.
๐ 25% $QQQB โ QQQ
๐ Broader tech exposure
๐ก๏ธ More diversification
โ๏ธ A balance against concentrating everything in two names.
๐ง My September thesis
๐ Space + ๐ค AI + ๐ Tech
Iโm not trying to predict which company will be the next winner.
Iโm positioning around the infrastructure that could power the next decade.
And as a crypto-native investor, I like the idea of bringing traditional-market exposure into an on-chain environment.
bStocks give eligible users access to tokenized securities linked to supported stocks and ETFs, with features including 24/7 trading โฐ, fractional access ๐งฉ, self-custody ๐ and on-chain utility โ๏ธ.
So my September 100% is:
๐ฐ๏ธ 40% SPCXB
๐ค 35% NVDAB
๐ 25% QQQB
๐ซ No guaranteed returns.
๐ง Just my thesis.
๐ฅ Now rebuild my portfolio.
Would you:
๐ฐ๏ธ Increase SPCXB?
๐ค Go heavier on NVIDIA?
๐ Replace QQQB?
Drop your 3 bStocks + allocation below ๐
@CZ #Binance #bStocks