Paradigm Disruptors

High-Potential Innovators

Mid-to-long-term investments with the potential to disrupt entire sectors and excite investors.

Current Holdings

% of Total Portfolio

Robinhood Markets

7.5%
Ticker: MSTY 

What It Is
Actively Managed S&P 500 Index ETF 

Why We Like It
An all-time great investment that actively rebalances to include great companies.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Michael Saylor, The Dividend Investor

More Details

Tempus AI

12.5%
Ticker: GRNY

What It Is
High-performing Dividend-paying Gold Stock

Why We Like It
An excellent portfolio diversifier and inflation hedge for risk balancing and growth.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Tom Lee

More Details

Axon

10.0%
Ticker: MAIN 

What It Is
Actively Managed Nasdaq Dividend ETF

Why We Like It
Tech-focused with a very strong dividend payout structure, great for retirement accounts.

Investing Principles
A Fundamentally Strong Offer

Expert Backing
The Dividend Investor

More Details

Palantir

8.5%
Ticker: FXI

What It Is
Actively Managed China Large Cap ETF

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.

Investing Principles
New World Order

Expert Backing
Michael Burry

More Details

Applovin

2.5%
Ticker: BRK.B 

What It Is
Actively Managed Holding Company 

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure. 

Investing Principles
Ride The Hot Hand 

Expert Backing
Warren Buffett

More Details

ShiftFour Payments

N/A
Ticker: N/A

What It Is
Literally Cash

Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power. 

Investing Principles
If It Ain’t Broke 

Expert Backing
Needlestrat

More Details

SOFI

8.5%
Ticker: FXI 

What It Is
Actively Managed China Large Cap ETF

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.

Investing Principles
New World Order

Expert Backing
Michael Burry

More Details

Celsius

2.5%
Ticker: BRK.B

What It Is
Actively Managed Holding Company

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.

Investing Principles
Ride The Hot Hand

Expert Backing
Warren Buffett

More Details

Hims & Hers Health

N/A
Ticker: N/A 

What It Is
Literally Cash 

Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power. 

Investing Principles
If It Ain’t Broke 

Expert Backing
Needlestrat

More Details

Baidu

12.5%
Ticker: VOO

What It Is
Actively Managed S&P 500 Index ETF

Why We Like It
An all-time great investment that actively rebalances to include great companies.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Warren Buffett

More Details

Stantec

12.5%
Ticker: AGI

What It Is
High-performing Dividend-paying Gold Stock

Why We Like It
An excellent portfolio diversifier and inflation hedge for risk balancing and growth.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Needlestrat

More Details

Uber

10.0%
Ticker: JEPQ

What It Is
Actively Managed Nasdaq Dividend ETF

Why We Like It
Tech-focused with a very strong dividend payout structure, great for retirement accounts.

Investing Principles
A Fundamentally Strong Offer

Expert Backing
The Dividend Investor

More Details

HubSpot

8.5%
Ticker: FXI 

What It Is
Actively Managed China Large Cap ETF

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.

Investing Principles
New World Order

Expert Backing
Michael Burry

More Details

IREN Limited

2.5%
Ticker: BRK.B

What It Is
Actively Managed Holding Company

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.

Investing Principles
Ride The Hot Hand

Expert Backing
Warren Buffett

More Details

Eldorado Gold

N/A
Ticker: N/A

What It Is
Literally Cash

Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power.

Investing Principles
If It Ain’t Broke

Expert Backing
Needlestrat

More Details

Oscar Health

8.5%
Ticker: FXI

What It Is
Actively Managed China Large Cap ETF

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.

Investing Principles
New World Order

Expert Backing
Michael Burry

More Details

NU

2.5%
Ticker: BRK.B

What It Is
Actively Managed Holding Company

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.

Investing Principles
Ride The Hot Hand

Expert Backing
Warren Buffett

More Details
blank profile

7.5%

Robinhood Markets

Ticker: MSTY

What It Is
Actively Managed S&P 500 Index ETF 

Why We Like It
An all-time great investment that actively rebalances to include great companies.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Michael Saylor, The Dividend Investor

blank profile

12.5%

Tempus AI

Ticker: GRNY

What It Is
High-performing Dividend-paying Gold Stock

Why We Like It
An excellent portfolio diversifier and inflation hedge for risk balancing and growth.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Tom Lee

blank profile

10.0%

Axon

Ticker: MAIN

What It Is
Actively Managed Nasdaq Dividend ETF

Why We Like It
Tech-focused with a very strong dividend payout structure, great for retirement accounts.

Investing Principles
A Fundamentally Strong Offer

Expert Backing
The Dividend Investor

blank profile

8.5%

Palantir

Ticker: FXI

What It Is
Actively Managed China Large Cap ETF

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.

Investing Principles
New World Order

Expert Backing
Michael Burry

blank profile

2.5%

Applovin

Ticker: BRK.B

What It Is
Actively Managed Holding Company 

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure. 

Investing Principles
Ride The Hot Hand 

Expert Backing
Warren Buffett

blank profile

N/A

ShiftFour Payments

Ticker: N/A

What It Is
Literally Cash

Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power. 

Investing Principles
If It Ain’t Broke 

Expert Backing
Needlestrat

blank profile

8.5%

SOFI

Ticker: FXI

What It Is
Actively Managed China Large Cap ETF

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.

Investing Principles
New World Order

Expert Backing
Michael Burry

blank profile

2.5%

Celsius

Ticker: BRK.B

What It Is
Actively Managed Holding Company

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.

Investing Principles
Ride The Hot Hand

Expert Backing
Warren Buffett

blank profile

N/A

Hims & Hers Health

Ticker: N/A

What It Is
Literally Cash 

Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power. 

Investing Principles
If It Ain’t Broke 

Expert Backing
Needlestrat

blank profile

12.5%

Baidu

Ticker: VOO

What It Is
Actively Managed S&P 500 Index ETF

Why We Like It
An all-time great investment that actively rebalances to include great companies.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Warren Buffett

blank profile

12.5%

Stantec

Ticker: AGI

What It Is
High-performing Dividend-paying Gold Stock

Why We Like It
An excellent portfolio diversifier and inflation hedge for risk balancing and growth.

Investing Principles
Fundamentally Strong Offer

Expert Backing
Needlestrat

blank profile

10.0%

Uber

Ticker: JEPQ

What It Is
Actively Managed Nasdaq Dividend ETF

Why We Like It
Tech-focused with a very strong dividend payout structure, great for retirement accounts.

Investing Principles
A Fundamentally Strong Offer

Expert Backing
The Dividend Investor

blank profile

8.5%

HubSpot

Ticker: FXI

What It Is
Actively Managed China Large Cap ETF 

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy. 

Investing Principles
New World Order

Expert Backing
Michael Burry

blank profile

2.5%

IREN Limited

Ticker: BRK.B

What It Is
Actively Managed Holding Company

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.

Investing Principles
Ride The Hot Hand 

Expert Backing
Warren Buffett

blank profile

N/A

Eldorado Gold

Ticker: N/A

What It Is
Literally Cash

Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power.

Investing Principles
If It Ain’t Broke

Expert Backing
Needlestrat

blank profile

8.5%

Oscar Health

Ticker: FXI

What It Is
Actively Managed China Large Cap ETF 

Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy. 

Investing Principles
New World Order

Expert Backing
Michael Burry

blank profile

2.5%

NU

Ticker: BRK.B

What It Is
Actively Managed Holding Company

Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.

Investing Principles
Ride The Hot Hand

Expert Backing
Warren Buffett

Total Portfolio Performance

NeedleStrat

% Performance

S&P 500

% Performance

ARKK

% Performance

Segment Performance

NeedleStrat

% Performance

S&P 500

% Performance

ARKK

% Performance