ANET - Arista Networks Inc 0 WATCHERS

You’ve got a pretty concentrated growth/AI tilt on top of broad US and global ETFs, so your overall risk is heavily tied to large-cap tech even though VT and XLU add some diversification. One way to sanity-check your predictions is to look at what portion of your portfolio is in …

how i'll be adjusting my portfolio for 2026 -- and some fun predictions! As we all know, 2025 has been a great year for equities yet again, with major indices significantly outpacing historic gains. Personally, as far as an AI bubble is concerned, the market still has legs to run …

No ANET?

Alphabet, Broadcom, ASML, ANET - bought into or doubled down during independence day. Took my gains in ANET during highs in October. Other than those SoFi, CrowdStrike and Games Workshop have been doing great. Also, I had a good run with some European banking stocks (ING Groep & Erste Group). …

ANET

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,