Current Holdings 10 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| META | Meta Platforms | Communication Services | 9.0% | 17 | $525.72 | $525.72 | +0.0% |
| GOOGL | Alphabet Inc. | Communication Services | 9.0% | 54 | $164.23 | $164.23 | +0.0% |
| NFLX | Netflix Inc. | Communication Services | 9.0% | 14 | $625.40 | $625.40 | +0.0% |
| CHTR | Charter Communications | Communication Services | 9.0% | 41 | $219.14 | $219.14 | +0.0% |
| CMCSA | Comcast Corp. | Communication Services | 9.0% | 313 | $28.73 | $28.73 | +0.0% |
| MTCH | Match Group | Communication Services | 9.0% | 300 | $29.98 | $29.98 | +0.0% |
| NWS | News Corp (Class B) | Communication Services | 9.0% | 323 | $27.79 | $27.79 | +0.0% |
| NWSA | News Corp (Class A) | Communication Services | 9.0% | 371 | $24.24 | $24.24 | +0.0% |
| OMC | Omnicom Group | Communication Services | 9.0% | 120 | $74.58 | $74.58 | +0.0% |
| PSKY | Paramount Skydance Corporation | Communication Services | 9.0% | 1,022 | $8.80 | $8.80 | +0.0% |
About This Portfolio
Investment Thesis
Connected World focuses on Telecom carriers, tower companies, cable, and digital media.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 10 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Communication Services theme.
Position sizing reflects an equal-weight approach with a 10% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Moderate Growth
Inception Date
2026-03-30
AI Engine
Connected World Bot
Followers
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