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Big Tech Portfolio

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In today’s world, Big Tech isn’t just changing the game, it is the game! Companies like Microsoft and Google power our daily lives, from the phones we use to the cloud services running the internet. Investing in these tech giants means owning a piece of the future, with massive growth potential and the kind of market dominance that keeps them ahead of the curve. As technology keeps evolving, a Big Tech portfolio helps your investments stay relevant, resilient, and ready for what’s next.

As markets evolve, this carefully curated portfolio of eight top assets is designed to seize growth opportunities while staying resilient in shifting conditions, offering investors the potential for strong returns.

 

Symbol

Asset Name

Asset Type

1

MSFT

Microsoft

Stock

2

META

Meta Platforms Inc

Stock

3

GOOGL

Alphabet

Stock

4

AMZN

Amazon.com

Stock

5

SMCI

Super Micro Computer

Stock

6

NOW

ServiceNow

Stock

7

AVGO

Broadcom Inc

Stock

8

CRM

Salesforce Inc

Stock

Portfolio Performance

Annualized Returns

Simulated Portfolio Returns

Benchmark Returns (VOO)

1 year

39.89%

25.31%

3 year

54.89%

12.57%

5 year

40.24%

14.34%

 

MSFT

Microsoft (MSFT) isn’t just a tech giant—it’s a cornerstone of the digital world. From powering businesses with cloud computing to shaping the future of AI, Microsoft’s reach spans across nearly every industry. Its stronghold in enterprise software, gaming, and cybersecurity makes it a stable, high-growth investment. With a track record of innovation and steady revenue, MSFT is a must-have for any portfolio looking for long-term strength and tech-driven upside.

META

Meta Platforms (META) is at the heart of how the world connects, communicates, and does business online. With billions engaging daily on Facebook, Instagram, and WhatsApp, it’s a digital powerhouse. But Meta isn’t stopping there. From AI-driven advertising to its bold push into virtual and augmented reality, the company is building the next era of the internet. With strong revenue streams and innovation at its core, META offers huge growth potential, making it a smart addition to any forward-thinking portfolio.

GOOGL

Alphabet (GOOGL) is the driving force behind the digital world. As the parent company of Google, YouTube, and Android, it dominates online search, digital advertising, and mobile technology. But Alphabet is more than just a tech giant—it’s an innovation powerhouse, investing in AI, cloud computing, and self-driving cars. With a strong track record of growth and a business model built for the future, GOOGL offers long-term stability and massive upside, making it a must-have for any modern investment portfolio.

AMZN

Amazon.com (AMZN) has revolutionized the way the world shops, works, and connects. More than just an e-commerce giant, it dominates cloud computing with AWS, fuels digital advertising, and leads in AI innovation. With its influence spanning multiple high-growth industries, Amazon continues to expand and evolve. For investors, AMZN provides long-term growth, diversification, and a stake in the future of tech-driven commerce.

SMCI

Super Micro Computer (SMCI) is powering the future of AI, cloud computing, and data centers with cutting-edge, energy-efficient hardware. As demand for high-performance computing skyrockets, SMCI is at the forefront, delivering the infrastructure that fuels innovation. With a strong presence in fast-growing tech sectors, it offers investors a unique opportunity to tap into the next wave of digital transformation. For those looking to ride the AI and cloud boom, SMCI is a smart addition to any portfolio.

NOW

ServiceNow (NOW) is revolutionizing enterprise workflows by helping companies streamline their operations with innovative cloud-based solutions. Known for its cutting-edge automation tools, ServiceNow enables businesses to increase efficiency and reduce costs, making it a key player in the digital transformation space. As more companies embrace automation to stay competitive, ServiceNow’s growth potential continues to soar. For investors seeking exposure to the future of work and productivity, NOW is a solid choice to add to a forward-thinking portfolio.

AVGO

Broadcom (AVGO) is at the heart of the tech revolution, driving innovation across industries with its cutting-edge semiconductor solutions. From powering the latest smartphones to fueling the growth of 5G, cloud computing, and IoT, Broadcom is a key player in the future of technology. With a proven track record of growth and profitability, AVGO stands out as a strong, reliable choice for investors looking to capitalize on the booming demand for high-performance chips. Adding Broadcom to your portfolio means tapping into one of the most exciting sectors of the digital age, making it a must-have for anyone looking for long-term growth potential.

CRM

Salesforce (CRM) is a powerhouse in the world of cloud computing, transforming how businesses manage customer relationships and data. By offering innovative solutions that streamline sales, marketing, and customer service, Salesforce has become a go-to platform for companies looking to stay competitive in the digital-first world. With its strong growth, reliable revenue model, and deep market presence, CRM is a solid pick for investors seeking exposure to the growing tech sector. Adding Salesforce to your portfolio means investing in a company that’s shaping the future of business operations and driving long-term value in an increasingly connected world.

Risks & Assumptions

  • The strategy may have a look-ahead bias, using future data that wasn’t available at the time, leading to inaccurate results.
  • Past price movements don’t guarantee future performance, causing potential variations.
  • Over-optimization can occur, making results too tailored to past data and less reliable in the future.
  • The model assumes no slippage, though real trades may execute at different prices.
  • Data dredging risk exists, where favorable results are cherry-picked from multiple tests.
  • Unforeseen events can impact performance.
  • The strategy may suffer from data mining, selection, and backfill biases.
  • Success in one market doesn’t guarantee the same in another.

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Table of Contents

Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Past performance is not an indication of the future performance. It is the responsibility of the Client to ascertain whether he/she is permitted to use the services of the Orix Wealth Ltd. brand based on the legal requirements in his/her country of residence.

Orix Wealth Ltd. does not offer financial services to the following country residents: FATF black listed countries.

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Disclaimer

This portfolio report is for informational purposes only and should not be considered investment advice, an offer, or a solicitation to buy or sell any financial instruments. The information presented is based on publicly available data and sources believed to be reliable, but its accuracy, completeness, and timeliness are not guaranteed.

Past performance does not guarantee future results, and all investments involve risk, including potential loss of principal. The report may contain forward-looking statements that are subject to uncertainties and market fluctuations. Any projections or analyses provided are purely illustrative and should not be relied upon as a basis for investment decisions.

The strategies discussed may not be suitable for all investors. Readers should conduct their own due diligence and seek professional financial advice tailored to their specific investment objectives and risk tolerance. Neither the publisher nor its affiliates assume any liability for financial losses incurred from the use of this report.

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