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Updated Hypothetical Investment Portfolio (July 2025)
In July 2025, a hypothetical growth portfolio would focus on strategic diversification, seeking a balance between established assets and emerging opportunities. The current allocation could be as follows:
Technology Stocks (40%): Leading companies in artificial intelligence, quantum computing, and cybersecurity, such as Nvidia, Google, and Microsoft, which continue to show strong growth potential.
Cryptocurrencies (25%): Positions in Bitcoin (BTC) and Ethereum (ETH), recognizing their maturation as assets and their growing institutional adoption. I would also consider a small exposure to altcoins with solid projects.
Renewable Energies (20%): Investments in solar, wind, and battery storage companies, benefiting from the global transition towards sustainability.
Short-Term Bonds and Gold (15%): A portion for stability and hedging against market volatility, seeking to preserve capital and mitigate risks.
This portfolio seeks to capitalize on macroeconomic and technological trends, maintaining prudent risk management.