I want you to think of this Playbook as an investing guide🧑🏾‍🦯‍➡️or strategy 📕 for picking assets and constructing a balanced portfolio. Right now, you want to be playing Offense, you want to own growth!

GET STRAIGHT TO THE POINT:

🟢TSLA, 🟢LINK, 🟢BMNR, 🟢CRSP, 🟢 LMND

Overview

1️⃣ ETF Picks

• 🚀Growth Driven ETFs
• 💵Income-Driven ETFs

2️⃣ Individual Picks

• 🤖 AI | Big Data | Cloud Computing Tech
• 🌐 Blockchain Technology
• ⚡️Power Generation | 🔋Energy Storage Technology
• 🏦 Financial innovation Technology
• 🏭 Industrial innovations Tech
• 🧬 Biotechnologies | Genomics Tech
• 📡 Communications/Media Innovations Tech

3️⃣ Growth Driven Model Portfolio

4️⃣ Income Driven Model Portfolio

Icon Legend

• 🟢 = BUY ZONE ( the asset is at a reasonable price according to my research)
• 🤑= 10 Bagger Potential ( the Asset has potential to increase 10-fold within the next 5-7 years)
• 🐟 = Small Fish (smaller asset with Big Fish Potential, generally riskier)
• 🐳 = Big Fish (bigger asset with consistent growth, generally stable)
• 🎢 = High Volatility ( Extreme Price Fluctuation, both up and down)

1️⃣ ETFs ( Exchange Traded Funds)

Below are my top ETF picks, split into growth-focused (offensive) and income-focused (defensive) categories. ETFs can provide easy diversification for beginners

🚀 Growth-Driven Assets | Offensive 🏈

💵Income-Driven Assets | Defense🛡️

2️⃣ Individual Picks

Now that we’ve covered broad ETFs, let’s look at individual stocks in key trending sectors. Individual picks carry higher risk but can offer higher rewards

🤖 AI, Big Data & Cloud Computing

These technologies are powering the next generation of innovation, so companies in this list could see significant long-term growth.

TICKER	Anything Below	Industry/Theme	Asset Analysis
TSLA 🐳🎢	🟢$400	Tesla - Automotive, Energy Storage, AI/Robotics
PLTR 🐳	$100	Palantir - Big Data Analytics, Enterprise AI software
NVDA 🐳	$140	Nvidia-Semiconductors, AI, High-Performance Computing
AMZN🐳	🟢$230	Amazon-commerce, Cloud Computing, Digital Advertising, Consumer Electronics
MSFT🐳	$475	Microsoft-Software, Cloud Computing, Artificial Intelligence, Gaming, Devices
GOOG🐳	$180	Alphabet- Internet Services, AI, Cloud Computing Quantum Computing
AAPL🐳	🟢$215	Apple- Consumer Electronics, Software, Digital Services
META🐳	$600	Meta -Internet Software & Services, Social Media, Digital Advertising, AI, VR/AR.
AMD🐳	🟢$175	Advanced Micro Devices- Semiconductors, AI, Data Center, Gaming
ASML🐳	🟢$900	Semiconductor Equipment, Photolithography
XMTR🤑	🟢$30	AI-powered Manufacturing Technology, B2B Marketplaces, Supply Chain Solutions
TEM	$60	Medical Diagnostics & Research Healthcare Technology
CRM🐳	🟢$300	Enterprise Software, Cloud Computing, CRM.
SHOP🐳	$75	E-commerce, SaaS, Retail Technologyv
TWLO	🟢$150	Cloud Communications, Software Infrastructure, Customer Engagement.
CRWD🐳	$390	Cybersecurity, Endpoint Protection, Cloud Security
DDOG	$130	Software – Application, Cloud Monitoring, Security, Data Analytics	DDOG Data Dog Moat Analysis https://mindgrowth.io/jfielderstrat/ddog-data-dog
IONQ 🤑	🟢$50	Quantum Computing, Networking, Computer Hardware
🤑RGTI	🟢$20	Quantum Computing, Computer Hardware, Cloud Services
QBTS	$8	Computer Hardware, Quantum Computing
QUBT	$11	Quantum Computing, Integrated Photonics, High-Performance Computing

🌐 Blockchain | Digital Assets | Crypto

Blockchain technologies provide a faster, cheaper, and more secure method of recording and verifying data, encompassing all industries involved in data transfer, data storage, and the internet. The digital assets listed can see significant growth potential as blockchain technology gains mass adoption.

⚡️Power Generation Technologies

These technologies aim to find more efficient ways to produce electricity to meet the growing demand for technology and the grid. They are crucial in the technology arms race, and companies on this list could see strong growth as demand for clean power rises.

TICKER	Anything Below	Industry/Theme	Asset Analysis
GEV 🐳	$400	Specialty Industrial Machinery, Energy Technology
CEG	$270	Utilities, Clean Energy, Power Generation	CEG Constellation Energy Moat Analysis https://mindgrowth.io/jfielderstrat/ceg-constellation-energy
VST	$170	Utilities – Independent Power Producers
SMR 🤑🌪️	$30	Nuclear Energy, Small Modular Reactors
OKLO 🤑🎢	$50	Advanced Nuclear Energy, Utilities micro-reactors
NNE🎢	🟢$44	Advanced Nuclear Energy, Clean Technology micro reactors	$NEE Nano Nuclear Energy MOAT Analysis https://mindgrowth.io/jfielderstrat/dollarnee-nano-nuclear-energy
CCJ	$60	Uranium Mining, Nuclear Fuel Services, Energy
WULF 🎢	🟢$6	Digital Asset Technology, Bitcoin Mining, Capital Markets
IREN 🎢	🟢$16	Bitcoin Mining, High-Performance Computing, AI Cloud Services	IREN Limited Moat Analysis https://mindgrowth.io/jfielderstrat/iren-limited
FLNC 🎢	🟢$10	Renewable, Energy Storage Technology	FLNC Fluence Energy Moat Analysis https://mindgrowth.io/jfielderstrat/flnc-fluence-energy
ENVX 🎢	$10	Advanced Battery Technology	$ENVX Enovix MOAT Analysis https://mindgrowth.io/jfielderstrat/dollarenvx-enovix

🏦 Financial Technology

These technologies use software and digital platforms to make financial services like banking, payments, and investing simpler and more accessible. They’re changing how we manage money, and companies in this list could grow quickly as more people start using these convenient online financial tools.

TICKER	Anything Below	Industry/Theme	Asset Analysis
JPM🐳	$250	Financial Services, Banking
HOOD	$75	Financial Services, Retail Brokerage, Fintech
XYZ	🟢$81	Financial Technology, Payments, Digital Banking (cash app)
SOFI	$15	Fintech, Digital Banking, Lending
AFRM	$50	Financial Technology, BNPL, Consumer Lending (Buy Now Pay Later)
LMND🤑	🟢$50	AI powered Insurtech, Property & Casualty Insurance, Digital Financial Services.	Lemonade Insurance LMND Moat Analysis - Competitive Advantage Research https://mindgrowth.io/jfielderstrat/lemonade-insurance-lmnd
CRCL 🐳	$150	Capital Markets, Financial Technology, Blockchain (Stablecoin Issuer)
COIN🐳	🟢$400	Cryptocurrency Exchange, Financial Data & Stock Exchanges
MSTR🤑🎢	🟢$420	Business Intelligence, Analytics, Bitcoin Treasury
BMNR🤑🎢	🟢 $50	Ethereum Treasury

🏭 Industrial Technologies

These technologies include advanced machines and automation (like robots and other automated systems) that make manufacturing more efficient. This is important because producing things faster and at lower cost can boost productivity, and companies in this list could grow by helping other industries produce more with less.

TICKER	Anything Below	Industry/Theme	Asset Analysis
DE🐳	$500	Agricultural Machinery, Construction Equipment, Industrial Machinery
CAT🐳	$365	Construction Equipment, Mining Equipment, Industrial Engines, Power Generation
PWR	$350	Engineering & Construction, Infrastructure Services
RKLB🤑🎢	$30	Space Launch, Satellite Manufacturing
ACHR🎢	🟢$10	Aerospace & Defense, Urban Air Mobility, eVTOL	Archer Aviation ACHR Moat Analysis https://mindgrowth.io/jfielderstrat/archer-aviation-achr
SYM	$40	AI-Powered Robotics Automation Manufacturing, Supply Chain Technology	$SYM Symbotic M.O.A.T. Analysis https://mindgrowth.io/jfielderstrat/dollarsym-symbotic
SERV 🎢	🟢$13	Industrial Machinery, Robotics, Last-Mile Delivery	Serve Robotics SERV Moat Analyisis https://mindgrowth.io/jfielderstrat/serve-robotics-serv
BWXT 🎢	$125	Nuclear Technology, Defense, Clean Energy, Medical Isotopes
KTOS 🎢	$35	Defense & Security, Aerospace, Communications Technology.
AVAV 🎢	$200	Aerospace & Defense, Robotics, Unmanned Systems

🧬 Biotechnology | Genomics

These technologies combine biology and technology to develop innovative medical treatments, enhance healthcare, and improve agriculture. This matters because breakthroughs in this area can significantly improve lives, and companies on this list could experience substantial growth if they develop a life-changing treatment.

TICKER	Anything Below	Industry/Theme	Asset Analysis
LLY🐳	$800	Pharmaceuticals, Biotechnology
NVO🐳	$80	Pharmaceuticals, Biotech (GLP-1)
CRSP🤑	🟢$70	Biotechnology, Gene Editing	Crisper Therapeutics CRSP Moat Analysis https://mindgrowth.io/jfielderstrat/crisper-therapeutics-crsp
ILMN	🟢$150	Genomics, Life Sciences, Biotechnology

📡Communications/Media Technology

These technologies include the tools we use to connect and share information, such as social networks, streaming services, and telecommunications. They shape how we interact and get information, and companies in this list could grow quickly as the world becomes more connected.

TICKER	Anything Below	Industry/Theme	Asset Analysis
NFLX🐳	$1,000	Streaming Entertainment, Digital Media
ASTS 🎢	$35	Space-based Telecommunications, Satellite Broadband 5G	ASTS Space Mobile Moat Analysis https://mindgrowth.io/jfielderstrat/asts-space-mobile
IRDM	$35	voice and data services for land, maritime, aviation, government, and IoT applications.
U 🎢	$25	Software – Application, Real-Time 3D Content Creation
ROKU	🟢$85	Streaming Media, Connected TV, Consumer Electronics

3️⃣ Growth Allocation Model

🚀 Growth Model (80/20 Split

• 80% Offense: Growth-focused assets
• 20% Defense: Income-focused ETFs or select income stocks

Goal: Maximize long-term growth while keeping a small cushion for stability.

💥 Exponential Growth Model (90/10 Split)

• 90% Offense: Disruptive Innovation Assets
• 10% Defense: High-Yield Bonds and Cash for Dips

Goal: Maximize long-term growth while keeping a small cushion for stability.

4️⃣ Conservative Allocation Model

🛡️ Conservative Model (60/40 Split)

• 60% Offense: Growth ETFs only
• 40% Defense: Income ETFs only

Goal: Preserve capital while still growing steadily — best for those prioritizing stability and passive income.

This content is intended for a broad audience and is not tailored to the financial needs, goals, or circumstances of any individual. We are not registered investment advisors; this publication should not be interpreted as creating an advisor-client relationship.

All investments carry risk, and past performance does not guarantee future results. Prices, allocations, and asset references (including " 🟢 = GOOD PRICE" or similar terms) are based on our research and opinion and should be interpreted as non-binding, illustrative frameworks, not actionable advice.

Readers should consult with a licensed financial advisor before making any investment decisions. We may hold positions in the securities or assets discussed and will disclose such positions when relevant. Use of this newsletter is at your own risk.