AID – Aiden’s “Metals & Megacaps” Portfolio

Aiden’s portfolio combines established market leaders with emerging sector plays. The allocation includes traditional blue-chip companies such as Berkshire Hathaway and Cigna, providing a foundation of financial and healthcare stability. This is complemented by a speculative position in TMC The Metals Company, reflecting an interest in future-facing industries like deep-sea mining and critical minerals. The mix suggests a strategy aimed at balancing long-term resilience with selective exposure to high-growth opportunities.

Current Value

$1,330,846.34

Initial Investment

$999,999.82

Total Gain/Loss

+$330,846.52

Performance

+33.08%

Portfolio Value Over Time

Portfolio Positions

Stock Quantity Current Value Initial Price Performance
CCJ (Cameco Corporation) 2030.87 $243,866.87 $50.73 +136.70%
TMC (TMC the metals company Inc.) 32894.74 $209,868.44 $3.11 +105.14%
CVX (Chevron Corporation) 729.71 $135,937.68 $138.49 +34.52%
WMT (Walmart Inc.) 1026.38 $128,420.67 $96.72 +29.36%
DAL (Delta Air Lines, Inc.) 2060.16 $122,105.68 $48.34 +22.61%
BA (The Boeing Company) 521.65 $113,594.50 $194.85 +11.76%
META (Meta Platforms, Inc.) 167.22 $109,373.59 $592.49 +10.39%
BRK.B (Berkshire Hathaway Inc.) 194.84 $96,291.88 $513.58 -3.77%
MSFT (Microsoft Corporation) 228.22 $92,602.55 $438.73 -7.51%
CI (The Cigna Group) 300.20 $78,784.49 $333.46 -21.30%

Portfolio Allocation

Position Performance