Hey everyone, Looking to simplify my portfolio from ~24 individual holdings down to 12 high-conviction themes/positions. I’m heavily bullish on AI long-term (spanning compute, physical power/cooling bottlenecks, cloud hyperscalers, and enterprise software), while keeping broad S&P 500 indexing as the foundation. I currently have about 12% in cash/money market waiting to deploy. Here is my current high-level breakdown vs. target allocations Current Breakdown S&P 500 Index Core (VOO): 32
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