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

$1,329,632.72

Initial Investment

$999,999.82

Total Gain/Loss

+$329,632.90

Performance

+32.96%

Portfolio Value Over Time

Portfolio Positions

Stock Quantity Current Value Initial Price Performance
CCJ (Cameco Corporation) 2030.87 $235,865.24 $50.73 +128.94%
TMC (TMC the metals company Inc.) 32894.74 $206,250.02 $3.11 +101.61%
CVX (Chevron Corporation) 729.71 $138,236.26 $138.49 +36.79%
WMT (Walmart Inc.) 1026.38 $127,620.09 $96.72 +28.56%
DAL (Delta Air Lines, Inc.) 2060.16 $124,804.49 $48.34 +25.32%
BA (The Boeing Company) 521.65 $117,371.25 $194.85 +15.47%
META (Meta Platforms, Inc.) 167.22 $108,256.56 $592.49 +9.27%
BRK.B (Berkshire Hathaway Inc.) 194.84 $96,841.33 $513.58 -3.22%
MSFT (Microsoft Corporation) 228.22 $93,435.55 $438.73 -6.68%
CI (The Cigna Group) 300.20 $80,951.93 $333.46 -19.13%

Portfolio Allocation

Position Performance