Growth

AI Revolution

by IverPoint Research

Capture long-term growth from AI infrastructure, semiconductors, cloud/software and enabling technologies.

Risk level: High risk
Investment horizon: 5+ years

Current published version · 1 · Published Sep 15, 2026

Strategy performance

Performance unavailable — no authoritative track record is available.

Understand the strategy

How it is designed

Capture long-term growth from AI infrastructure, semiconductors, cloud/software and enabling technologies.

Methodology and governance

MVP Paper Seed V1 — human-approved initial composition; not yet Research-Engine validated.

Target allocation

Direct instrument targets in the current published version. These are targets, not your portfolio holdings.

Target weight: 15%
Asset type: Equity
NVIDIA Corporation
Last persisted quote: $202.06 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:07 EST (America/New_York)
Target weight: 12%
Asset type: Equity
Microsoft Corporation
Last persisted quote: $507.12 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:11:57 EST (America/New_York)
Target weight: 10%
Asset type: Equity
Alphabet Inc.
Last persisted quote: $278.99 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:02 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:11:58 EST (America/New_York)
Target weight: 8%
Asset type: Equity
Amazon.com, Inc.
Last persisted quote: $245.63 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:02 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:08 EST (America/New_York)
Target weight: 8%
Asset type: Equity
Broadcom Inc.
Last persisted quote: $322.23 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:17 EST (America/New_York)
Target weight: 8%
Asset type: ADR
Taiwan Semiconductor Manufacturing Company Limited
Last persisted quote: $398.517 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:00 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:18 EST (America/New_York)
Target weight: 15%
Asset type: ETF
Invesco QQQ Trust
Last persisted quote: $681.09 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:00 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:20 EST (America/New_York)
Target weight: 14%
Asset type: ETF
VanEck Semiconductor ETF
Last persisted quote: $508.31 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:21 EST (America/New_York)
Target weight: 10%
Asset type: ETF
iShares Expanded Tech-Software Sector ETF
Last persisted quote: $101.94 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 15:59:59 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:22 EST (America/New_York)

Invested target: 100%

What is available today

Performance is analytical Strategy history for the selected Version and state. It does not represent your Portfolio return.

Benchmark: unavailable.

Rebalance policy: unavailable; no active rule.