Thematic portfolio: AI (January)

Shaping the future of the world

Jan 09, 2026

∙ Paid

Thematic portfolios are a collection of stocks that I like within a particular theme. I construct a portfolio starting with $100,000 on Savvy Trader and allocate it across the various companies depending on their valuation, robustness, quality and opportunity.

Updates are provided once a month with commentary, changes and a breakdown.

Returns since inception (May 26, 2025):
Type-F Thematic: AI: 33.88%
S&P 500: 17.24%
Performance against index: +15.12%
As of: 9 January, 2026

Thematic portfolio: AI (January)

Shaping the future of the world

Thematic portfolios are a collection of stocks that I like within a particular theme. I construct a portfolio starting with $100,000 on Savvy Trader and allocate it across the various companies depending on their valuation, robustness, quality and opportunity.

Updates are provided once a month with commentary, changes and a breakdown.

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