Hey all,
This month had a decent uptick as some of my semiconductor names rallied. I’ve been getting more enthusiastic about the semiconductor testing space as names like Onto Innovation ONTO and Viavi Solutions VIAV have shown impressive accelerations in financials.
These names have correspondingly moved up in have moved up in allocation. Onto’s products for inspection are winning out against legacy competitors. Viavi has a great customer list for its optical testing products.
I will also be posting a full separate write up on Viavi Solutions, and I’m planning to post an open free write up of a new stock each month. The rest on my portfolio is reviewed on the Membership side of my channel. I’ll continue looking for the right balance of open and Membership content. There will be a lot of value for both sides!
My results at the end of September were,
- 2024: +146%
- 2025: +112%
- 2026: +31% YTD
- Cumulative: +583%
YTD point in time returns for 2026,
- JAN +4% YTD
- FEB -16% YTD
- MAR -20% YTD
- APR +11% YTD
- MAY +50% YTD
- JUN +62% YTD
- JUL +22% YTD
- AUG +26% YTD
- SEP +31% YTD
My highest allocations in order of position size are,
- Astera Labs ALAB
- Silicon Motion SIMO
- Figure Technology FIGR
- Ethos Technologies LIFE
- Onto Innovation ONTO
- Micron MU
- Viavi Solutions VIAV
I am optimistic about my portfolio holdings currently as I believe many names I own will outperform with their next report. It seems like there is a great set of names to select from in the market, as a lot companies are seeing tailwinds from AI.
Best of luck to everyone and their portfolios!