IM25
The IM25
25 high-conviction positions selected for moat durability, growth scaling, and valuation discipline. Higher-scoring positions receive proportionally larger allocations (max 10% per position).
Visual Allocation
AXON
DDOG
PLTR
NOW
CCJ
APP
BTC
SHOP
MSCI
UBER
MSFT
NVDA
ETH
MCO
AMZN
LLY
SPGI
FICO
TSM
VST
KLAC
KKR
SNPS
LMT
GEV
Strategy Summary
Positions
25
High-conviction holdings
Threshold
≥ 80
Score required / 100
Today's Portfolio Change
Position-weighted · 25 holdings
Est. 1-Year Return
Weighted avg · allocation-adjusted
Sector Concentration
Tech & SaaS38%
Financials & Payments16%
Holdings
Allocation Breakdown
#
Holding
1-Yr Return
Score
Wt.
Watchlist
Near the Top 25
10
The next 10 highest-ranked names that fell outside the 25-position portfolio. Worth tracking — a moat upgrade, growth re-acceleration, or valuation reset could promote them.
#
Holding
1-Yr Return
Score