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Editor’s Note: This is the first part of a two-part summer mandate breakdown. In Tuesday’s edition, I’ll walk through the high-beta side of the portfolio — including the space velocity sleeve, partial exits and the risk rules guiding the trade.
My summer investment mandate starts with a clear objective: pursue 10-15% aggregate portfolio net growth over a 30-to-45-day tactical swing cycle.
That’s not a casual target. It requires focus, sizing discipline and a defined structure before capital is put to work.
The framework here is a 40/40/20 barbell, designed to balance stability with targeted upside.
Forty percent of the portfolio is allocated to core institutional stabilizers. Another 40% is directed toward AI data infrastructure expansion. The final 20% is reserved for space velocity and higher-beta opportunities.
The logic is straightforward. The stabilizing sleeve is there to help keep the portfolio grounded. The growth sleeve is there to lean into the AI infrastructure buildout. The high-beta sleeve is there to capture more explosive movement, but at a smaller allocation.
The Stabilizing Core
The first sleeve includes Amazon (AMZN), ServiceNow (NOW), Eli Lilly (LLY) and Caterpillar (CAT). Each position receives a 10% allocation, or $23,500.
This is the institutional-flow portion of the mandate. These are not the most speculative names in the plan. Their job is to provide weight, structure and a steadier foundation while the more aggressive themes have room to work.
The exit discipline is clear: AMZN has a target at $300 or a July 15 exit, whichever comes first. NOW, LLY and CAT are all governed by the July 15 time-based exit.
That date is important. This is not being framed as an open-ended investment portfolio. It’s a tactical swing cycle with a defined time frame.
The AI Infrastructure Sleeve
The second 40% goes toward AI data infrastructure expansion.
Micron Technology (MU) and Western Digital (WDC) each receive a 15% allocation, or $35,250. CoinShares Bitcoin Mining ETF (WGMI) receives a 10% allocation, or $23,500.
This sleeve is the more direct growth engine in the mandate. It focuses on the infrastructure side of AI — memory, storage, data demand and related capital flows.
MU is scheduled to be held through earnings, with July 15 still serving as the broader exit marker. WDC and WGMI also carry July 15 exits.
The goal is not to overcomplicate the plan. The discipline is in the weighting, the time frame and the willingness to exit when the mandate says to exit.
Be sure and check back tomorrow for the rest of my plan!
Prospectus Tracking Sheet: Click Here
Graham Lindman
Graham Lindman Trading
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.Â
P.S. I HAD to Call My Old Mentor About This!
Over the past few weeks, my inbox has been flooded with messages from people making surprisingly quick gains scalping this market. I love seeing the wins, but it also made me realize I need to get you the best possible data on how this is actually happening right now.
Instead of me trying to reverse-engineer it for you, I’m bringing in the guy who actually taught me how to trade: Roger Scott.
Roger is the mentor who completely shaped my perspective on the markets. When I saw the specific patterns you guys were hitting in my DMs, I called him immediately.
We’re jumping on a live session together because Roger is using a new scalping tool that spots unusual market activity in real time. He’s going to pull up his screen and show you exactly what he’s looking at throughout the trading day.
We’re jumping on a live session together this Monday at 1:00 PM ET to show you how it works.
Here’s what we’re covering:
- The Live Scanner: You’ll see the exact tool Roger uses to find these fast-moving setups.
- The Filter: Exactly what Roger looks for before he even thinks about placing a trade.
- The “Why”: Why this specific strategy is working so well in the current market environment.
Bonus: Roger agreed to give everyone who shows up live access to the scalper tool itself!
I don’t bring people on lightly, but Roger is the real deal…
