Sell Alert🚨How Shifted Capital Will Lead To More Growth
I sold off ~$24,000 worth of positions to add to these holdings.
Every so often, I pause and ask myself a simple question: Is my portfolio positioned for where the world is going, or where it has already been?
Over the past week, I made several meaningful adjustments to my holdings. These were strategic shifts that could reshape how my portfolio compounds over the next decade. Some of my long-time income positions have done exactly what they were meant to do: generate steady dividends and provide stability through volatile markets. But the world is changing quickly, and I believe the next decade will be driven by a very different set of forces.
👉 My goal is to generate annualized returns between 15% to 20%.
According to my results, I’ve been able to achieve this. On a YTD basis, my portfolio continues to outpace the growth of US stocks.
Sell Alerts🚨
I did not sell out of these positions because they are bad companies. So if you hold any of these, I still think that these are solid long-term holds.
👉 Full Transparency: I am not selling any of my option income positions (including YieldMax & Roundhill Funds)
I wanted to start positioning for the next market cycle, one that rewards innovation, scalability, and efficiency rather than just yield. That meant freeing up cash from a few slower-moving holdings and putting it to work somewhere with more long-term momentum. This is what works best for me.
Trim or exit a few value and income positions that had already done their job.
Reallocate that capital into assets with stronger growth tailwinds.
👉 Here’s how that played out in my portfolio this week. All screenshots are from the Yieldly Dashboard. Lock in a discount rate on Yieldly access forever!
Sold Position #1: Federal Agricultural Mortgage Corp
AGM - 35.959 shares at $165.23 per share, proceeds $5,918.85
Sold Position #2: VICI Properties
VICI — 397.215 shares at $30.62 per share, proceeds $12,196.49
Sold Position #3: Target
TGT — 44.957 shares at $91.94 per share, proceeds $4,133.35
Sold Position #4: Home Depot
HD — 3.481 shares at $373.45 per share, proceeds $1,307.81
Total Proceeds: $23,556
This represents roughly 5.5% of my total equity portfolio, so these are small adjustments in the grand scheme of things.
Here’s Why I Sold
When I looked at where growth is actually happening, it became clear that the next major wealth creation cycle is forming in technology, especially in areas tied to AI, cloud computing, and digital infrastructure.
According to Grand View Research, the global artificial intelligence market is expected to grow from $279 billion in 2024 to $3.5 trillion by 2033, representing a compound annual growth rate of 31.5%. To put that into perspective, this kind of expansion can reshape entire industries just like the internet did in the early 2000s.
Once again, an estimated ANNUAL GROWTH OF 31.5%.
That realization made me rethink how my capital was allocated. It no longer made sense to keep so much tied up in sectors that depend on stable rates or slow organic growth when a completely new economic engine is being built in front of us.
AI is no longer just a buzzword. It is becoming the new foundation for how businesses operate, make decisions, and scale productivity. While income stocks provide predictability, technology provides acceleration.
What I Bought 🛒
My goal was simple: find companies and funds that can participate in the next wave of innovation while still offering the quality and balance sheet strength I look for in any investment.
That led me to build three different positions:
1) Amazon $AMZN
~$7,000 added to my existing position
New value sits around ~$30,500
I know this isn’t an exciting addition, but I truly believe that AMZN can still make you rich if you initiate a position today.
👉 Here’s My Thesis
Amazon is the best robotics play right now. As they build out the efficiency of their warehouse robotics, they will implement the same exact strategy they have with their other business segments.
They perfected their data center space and rent the services out to others: AWS.
Amazon originally sold its own products, before allowing third party sellers.
Perfected Logistics → which transformed into Fulfillment by Amazon (FBA)
Ads for Amazon’s own products transformed to → Retail Media Network
I believe they will implement this EXACT strategy after they perfect its robotics. The profitability growth will be huge. I want to build this position to $50,000.
For now though, the real driver is AWS which dominates the global cloud infrastructure market and plays a key role in the AI ecosystem. Amazon’s focus on automation and cloud optimization makes it one of the most powerful long-term growth stories in the market today.
Through its strong segment growth, AMZN has been able to increase their NET INCOME by 53% year over year.
2) Meta Platforms $META
~$10,000 added to my existing position
New value sits around $20,000
Meta is quietly transforming into an AI powerhouse. Beyond social media, the company is building infrastructure for AI-driven advertising, virtual environments, and the next generation of digital engagement. Its free cash flow strength and continued share buybacks provide an extra layer of shareholder value that many high-growth names lack.
The recent pullback is related to its heavy capex spending to get the first movers advantage within the AI sector.
3) Invesco NASDAQ 100 ETF $QQQM
~$5,000 added to my existing position
New value sits around $88,400
This ETF gives me broad exposure to the Nasdaq 100, which is heavily weighted toward companies leading the digital and AI revolution. It is a lower-cost version of QQQ and allows me to capture the collective growth of major innovators without trying to time individual winners.
I basically use QQQM as a dump fund.
4) AST SpaceMobile $ASTS
Brand new experimental position.
+ $4,000 added.
I will leave you with this video to understand why I am taking a risk on ASTS. I plan to release a more dedicated analysis in the future.
Beautiful new adds! There’s also weekly paying META and AMZN funds you could always consider. We must stay dynamic!! What a time to be alive and be an investor.