David Rolfe's Portfolio Focus on Technology and Communication Services
Investor David Rolfe's portfolio emphasizes key sectors including Technology and Communication Services, with notable allocations in major tech companies.
David Rolfe's Investment Strategy: Focus on Key Sectors
As of 2025-09-30, David Rolfe's portfolio demonstrates a strategic focus on several key sectors. The majority of the investments are concentrated in Technology and Communication Services, with significant allocations to major tech companies.
- Technology Sector: The portfolio allocates 27.1% to Technology, primarily through TSM (Taiwan Semiconductor Manufacturing Company) at 9.65%, AAPL (Apple Inc.) at 7.76%, and MSFT (Microsoft Corporation) at 7.49%. These holdings represent a strong emphasis on the tech industry.
- Communication Services: Communication Services account for 18.65% of the portfolio, driven by META (Meta Platforms Inc.) at 9.46% and GOOGL (Alphabet Inc.) at 9.19%. This sector is a key driver of growth.
- Financial Services: The portfolio also includes significant allocations to Financial Services through PYPL (PayPal Holdings Inc.) at 5.93% and V (VISA Inc.) at 5.55%. These holdings provide diversification outside the tech sector.
Notable changes in the portfolio include increases in AAPL, GOOGL, and META shares, reflecting positive performance in these companies. Conversely, BKNG (Booking Holdings Inc.) and V have experienced slight decreases, indicating potential shifts in investor sentiment.
The portfolio's strategy is balanced with a focus on high-growth sectors while maintaining diversification across industries. This approach aims to capitalize on emerging trends and stabilize investments during market fluctuations.
As of 2025-11-30, the total portfolio value remains at $547,897,792.00, reflecting a stable performance despite market volatility in individual holdings.