The Al Gore Stock Portfolio blends decade‑long conviction in Microsoft and Schwab with aggressive new positions in SaaS and life sciences. Gore is clearly leaning into enterprise software + healthcare innovation, while trimming legacy diagnostics and semiconductors.
Fair question! I tend to share charts and posts from 13Radar and MarketCapWatch because they consistently publish holdings data, fund breakdowns, and market structure visuals that align with the kind of analysis I’m interested in. I find their formats useful for comparing exposure, cap-weighted dynamics, and fund behavior across sectors.
It’s not about promoting a specific site—it’s about using consistent sources to build a coherent lens. If there’s another dataset or angle you think would add value, I’m always open to exploring it.
Okay, that makes sense. Do you know if 13Radar or MarketCapWatch have any insights or analyses specifically regarding the AI bubble? I’m interested in understanding their take on the interconnections between AI firms and whether they provide any data that could shed light on whether we are indeed witnessing a healthy market or a speculative bubble.