Zoomer Portfolio

Description

This portfolio was created to capture the long-term growth potential of innovation-driven sectors while maintaining strong risk-adjusted returns. The investment thesis focuses on key structural themes shaping the future economy: artificial intelligence, cloud computing, semiconductors, fintech, digital infrastructure, and energy security. The portfolio blends high-quality megacap tech with dividend-focused ETFs, defensive sector exposure, and macro hedges like gold and Treasuries. Its objective is to outperform traditional benchmarks like QQQ and SPY over time by balancing momentum and innovation with stability and liquidity. All holdings are selected for their high options activity to support premium-generating strategies such as put and call selling. The portfolio is actively risk-managed to optimize for a Sharpe ratio greater than 1 while minimizing headline and concentration risk.