Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
STRL Sterling Infrastructure, Inc. | Industrials | 20% |
OGN.L | 20% | |
LRCX Lam Research Corporation | Technology | 20% |
AAOI Applied Optoelectronics, Inc. | Technology | 20% |
GGLL Direxion Daily GOOGL Bull 2X Shares | Leveraged Equities | 10% |
AVL Direxion Daily AVGO Bull 2X Shares | Leveraged Equities | 10% |
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