Q4 Rebalance Complete Deliverable

GROWTH PORTFOLIO RECAP

Cut the run-away winner: we’re taking OKLO from 41 % to 20 %, harvesting ~$53k of its 390 % gain to lock in alpha and shrink single-name risk.

Rotate into three high-beta themes: 15 % IREN (renewable AI/BTC compute), 10 % TMC (deep-sea battery metals), 5 % SKLB (HK infra-tech roll-up), diversifying away from pure fission.

Keep the core intact: ASPI and NNE stay at 25 % each—both still scoring ≥ 76 on tech-viability and carrying positive momentum.

Inject $37k fresh cash so the portfolio ends with a 10 % liquidity buffer, funding new buys without leverage and keeping 21-month weighted cash runway.

Sharpen risk-adjusted return: post-trade volatility drops 16 pp to 42 %, Sharpe rises to 0.90, 95 % CVaR improves to –28 %, while 12-mo base-case CAGR stays a robust 38 %.

VALUE PORTFOLIO RECAP

Exit the AI chip winner: liquidate the full 13 % NVDA stake (~$29 k) after a 62 % gain; trim over-sized LEU from 38 % to 25 % to harvest alpha and cut single-name risk.

Bring in quality cash-flow: initiate 15 % position in Rolls-Royce (RYCEY) – 72 % recurring aftermarket revenue, 2.2× order backlog, improving FCF yield; scores 81 on our Revenue-Model.

Re-cycle into defensive real assets: raise GLD from 3 % to 10 % (gold hedge), bump COIN to 18 % (crypto cash-flow diversity), keep UNH 20 % & CRM 12 % for stable health/SaaS cash streams.