Technology
Speculation · High-Moderate risk
Broad selection of companies operating in the information technology sector. Extremely exposed to sector concentration risk, and designed for investors wishing to speculate on the IT sector's direction.
Technology
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
Software is eating the world, and the businesses building it generate margins and reinvestment opportunities unmatched in any other sector. We own breadth of exposure across the stack.
Diversified across software, semiconductors, internet platforms, and IT services. Quality screens applied to growth, margin, and cash conversion.
How it's built
The repeatable process behind Technology.
- 01Universe screen
We start from a defined universe relevant to this strategy and filter for fundamental quality, balance sheet health, and liquidity.
- 02Fundamental scoring
Each candidate is scored on financial strength, competitive position, and exposure to software / saas, semiconductors, internet platforms dynamics that drive this portfolio.
- 03Position sizing
Weights reflect conviction, valuation, and risk contribution — not market cap. Concentration is intentional where it earns its keep.
- 04Ongoing review
We re-underwrite each holding continuously and rebalance when the thesis, valuation, or risk profile materially changes.
Holdings
The exchange-listed stocks held in Technology, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/1/2026
- Meta Platforms, Inc.15.0%
- Alphabet Inc.9.0%
- Advanced Micro Devices, Inc.9.0%
- Arm Holdings plc9.0%
- NVIDIA Corporation9.0%
- Microsoft Corporation9.0%
- Oracle Corporation9.0%
- Palo Alto Networks, Inc.9.0%
- International Business Machines Corporation9.0%
- CrowdStrike Holdings, Inc.9.0%
- Reddit, Inc.4.0%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
Sector tailwinds and individual catalysts compound over a multi-year window. Concentrated weights drive meaningful relative outperformance.
Quality screens and disciplined sizing deliver returns roughly in line with — to modestly above — the relevant benchmark over a full cycle.
Expect drawdowns consistent with this strategy's high-medium risk profile. The portfolio is built to survive and recover, not to avoid declines.
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Believes in long-term tech-led productivity
- Comfortable with sector concentration risk
- Has long horizon (5+ years)
- Can tolerate 30%+ drawdowns
- You need access to this capital within the next 12–24 months
- You'd panic-sell during a 20%+ drawdown
- You're looking for guaranteed returns or principal protection
Historical context
The technology sector has been the dominant return driver of the past two decades. Sector-concentrated tech exposure has produced extraordinary long-run returns paired with multiple 40%+ drawdowns along the way.
* Past performance does not guarantee future results. All investments carry risk of loss.
Common questions
- How is this portfolio different from an ETF?
- Unlike a passive ETF, Technology is actively managed against a specific objective (speculation). Position sizing reflects conviction, not market cap weighting.
- How often will my positions change?
- We rebalance opportunistically rather than on a fixed calendar. In a typical year you can expect modest turnover; in periods of dislocation, more.
- Can I customize the holdings?
- Core holdings follow the strategy, but we can accommodate restrictions (e.g. tax-lot preferences, ESG exclusions, single-name caps) on request.
- What happens in a market downturn?
- This portfolio carries high-medium risk and will participate in market declines. Our discipline is to re-underwrite, not to react — which historically produces better long-term outcomes.
License or access Technology
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.
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