20M - College Student - $40K invested

main portfolio: $3.6K cash AMZN - Amazon - 22 shares - $4,614 AVGO - Broadcom -13 shares - $4,089 TSM - Taiwan Semiconductor - 10 shares - $3,390 META - Meta Platforms - 5 shares - $2,872 GE - GE Aerospace - 8 shares - $2,249 SPGI - S&P Global - 5 shares - $2,155 CAT - Caterpillar - 3 shares - $2,151 NVDA - NVIDIA - 12 shares - $2,128 NOC - Northrop Grumman - 3 shares - $2,107 GOOGL - Google - 6 shares - $1,774 GS - Goldman Sachs - 2 shares - $1,726 BN - Brookfield Corporation - 40 shares - $1,635 junior portfolio: $6K cash (no equity yet\*) $2K each: MSFT - Microsoft APD - Air Product & Chemicals or Lin - Linde plc STRL - Sterling Infrastructure or FIX - Comfort Systems Comment: I am surprised about the military budget for 2027, it could be a huge tailwind for NOC. I think the Iran War is far from over, I have bought roughly $3K worth of stocks in my portfolio worth of dips like Meta at $520, NVDA at $166, etc. Many of my holdings are not good enough to sell , but way too deep in the green to buy more comfortably holding for a while now. I am planning to buy more during volatile period especially positions that are sub-$2000. Once, all my positions are at least $2,000, based on time many will be $3000-4000 positions as I work my way through college. I have a junior account that are meant for small-mid caps. I know MSFT is literally a mega cap, but it is so cheap with signal of Copilot success hard to say no. Anyways, I am trying to add different form of investment into my junior account that hopefully doesn't move way too similarly to my main account. My question is does my picks make sense, and does it differentiate enough to have unique movement from my main portfolio. APD, I suspect will benefit from the gas shortages from the Iran War, for instance, helium gas is used for manufacturing of semiconductors this could be a tailwind for APD as the war drags on. STRL, I have the theme of the year being in industrial sector particularly construction industry, being diversified while benefiting from growth sector like data center built out with conservative balance sheet, I like the business over more direct exposure like NBIS or Oracle renting out GPUs. Let me know if I am wrong, let me hear your suggestions. LIN and FIX can replace those picks as they are somewhat direct competitors. I found success particularly in semiconductors and communication services as I more than doubled my money on ASML, AMD, GOOGL. However, I am new to investing in industrial sectors, but I am trying to learn more. Particularly, I added GE Aerospace, Northrop Grumman, Caterpillar as my picks for my main.