Roast my portfolio

Here’s a quick look at the 'why' behind my investments. I’m actively adding to **MELI** and **META**, and to a lesser extent, **RACE** and **MA**. If **MU** and **FIX** keep climbing, I’ll likely sell more, though I haven't fully decided yet. The super-apps in LatAm (**MELI**) and Asia (**GRAB**) have massive potential and have shown great execution in capitalizing on it—Meli, for instance, has a track record of 27% CAGR. My plays for the AI boom (**FIX**, **BN**, **MU**) have already seen a valuation spike (except for **BN**), so I’ve already pulled out my initial principal from **FIX** and **MU** to let the rest 'ride the wave.' (In my shoes, would you trim even more of those positions?). The bull cases for the **Mag7** are everywhere, though I’m still keeping an eye on the bear cases. As for the rest: **RACE** is my luxury play following a significant dip; **UNH** and **OSCR** are there to catch an eventual healthcare upswing; and I’m very bullish on **MA**’s growing business model of monetizing the massive amounts of data they generate daily. |**Ticker**|**Weight (%)**|**Return (%)**| |:-|:-|:-| |**BN**|11.34%|\+24.68%| |**MU**|9.28%|\+200.71%| |**GOOG**|8.57%|\+63.80%| |**AMZN**|8.50%|\+15.15%| |**MELI**|7.24%|\-9.12%| |**FIX**|6.49%|\+230.83%| |**MSFT**|6.30%|\+10.63%| |**META**|6.22%|\+3.06%| |**MA**|5.18%|\-3.43%| |**UNH**|4.73%|\+22.33%| |**NXT**|4.72%|\+52.94%| |**VST**|4.32%|\+17.94%| |**GRAB**|3.63%|\-12.78%| |**SPGI**|3.59%|\+12.05%| |**OSCR**|3.32%|\+17.51%| |**WM**|2.88%|\+12.78%| |**RACE**|2.80%|\-13.17%|