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

$1,310,830.69

Initial Investment

$999,999.82

Total Gain/Loss

+$310,830.87

Performance

+31.08%

Portfolio Value Over Time

Portfolio Positions

Stock Quantity Current Value Initial Price Performance
TMC (TMC the metals company Inc.) 32894.74 $254,605.29 $3.11 +148.87%
CCJ (Cameco Corporation) 2030.87 $189,602.02 $50.73 +84.03%
DAL (Delta Air Lines, Inc.) 2060.16 $138,875.39 $48.34 +39.45%
WMT (Walmart Inc.) 1026.38 $118,095.28 $96.72 +18.96%
MSFT (Microsoft Corporation) 228.22 $112,288.80 $438.73 +12.15%
META (Meta Platforms, Inc.) 167.22 $109,856.85 $592.49 +10.88%
CVX (Chevron Corporation) 729.71 $108,354.64 $138.49 +7.22%
BA (The Boeing Company) 521.65 $104,523.01 $194.85 +2.83%
BRK.B (Berkshire Hathaway Inc.) 194.84 $95,763.86 $513.58 -4.30%
CI (The Cigna Group) 300.20 $78,865.54 $333.46 -21.22%

Portfolio Allocation

Position Performance