May was another green month, and in this update my tracked investment portfolio crossed the $444K mark. That figure covers the stocks, ETFs, crypto and P2P platforms I showed in the video, not my full net worth, real estate or separate cash reserves.
The bigger story is not the number itself. It is the shift in the portfolio. I am leaning further into technology, AI infrastructure, and Nasdaq 100 exposure, while cutting positions that no longer match the strategy I want to run long term.
The month was driven by a strong recovery in my tech-heavy stock portfolio, a bigger Nasdaq 100 allocation, and the first meaningful green update from my Seeking Alpha Picks experiment.
The main portfolio change: more Nasdaq 100
The biggest allocation change happened inside Interactive Brokers. I trimmed part of my broad S&P 500 ETF exposure and added more to my preferred Nasdaq 100 ETF setup.
This is not the default answer for everyone. A Nasdaq 100 tilt means accepting more volatility, more concentration, and more dependence on a relatively small group of large technology companies. For me, that trade-off fits the way I see the next decade developing. I do not see a world with less technology, less compute, or less AI infrastructure than we have today.
If you want the practical side of how I buy ETFs on IBKR, I broke down my monthly routine in my Interactive Brokers ETF guide. The key point here is that IBKR remains the place where I want my long-term ETF positions to live.
eToro is now my conviction stock portfolio
My eToro account was the standout in May because it is tech-heavy by design. I have been removing positions that do not fit the strategy anymore, including some UAE and non-tech names that I liked as companies but no longer want as part of this portfolio.
That distinction matters. I do not sell something only because it is red. I sell when the thesis no longer fits the job I want the account to do. For eToro, the job is now clear: individual conviction stocks, mainly US and global tech names, with the portfolio visible to anyone who follows or copies me there.
The goal is not to collect brokers. Each platform has a different job so the portfolio stays understandable.
Interactive Brokers
Where I hold broad market and Nasdaq exposure because the platform is built for serious long-term investing.
eToro
Where I run the more active stock portfolio that people can follow through the Popular Investor setup.
Trading 212
Where I run the separate Seeking Alpha Picks pie experiment so it stays isolated from the rest of my portfolio.
Pies & AutoInvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions.
The Seeking Alpha section matters most this month
In the video, the Seeking Alpha segment was not just a sponsor mention. It connects directly to what I actually bought and how I research stocks. Micron and AMD first got on my radar through Seeking Alpha's Top Stocks work, and then I used Premium research, Quant ratings, factor grades, bull cases, bear cases and comment threads to do my own work.
That is why the Seeking Alpha Bundle is the main CTA for this blog post. It combines Premium research tools with Alpha Picks, which is the stock-picking service I am testing in the Trading 212 pie.
I do not treat any service as a replacement for thinking. I use it to find ideas, stress-test the thesis, and compare the bull and bear arguments before deciding whether a stock fits my portfolio.
For the real-money experiment specifically, I also wrote a dedicated post on why I put money into a Seeking Alpha Picks pie. That article is the better place if you want to understand the structure of the test itself.
Bitcoin custody changed because my lifestyle changed
The crypto update is probably the most personal change in the video. I have always been a strong believer in self-custody, and for many people a hardware wallet still makes the most sense. But my own situation is more complicated because I travel a lot between the UAE and Europe.
At some point, managing a hardware wallet and seed phrase across countries became more stressful than helpful. Do I carry the device? Where does the seed phrase sit? What if I am away for months? What if the place where I store it has a problem? There is no perfect answer.
So for now, I moved most of my Bitcoin to Coinbase and kept some exposure elsewhere. That is not a recommendation that everyone should do the same. It is simply the risk trade-off that fits my current life better.
None of these options removes risk. They just carry different kinds of risk, which is why I spread money across more than one place.
Bank account
Lower return, easier access, usually the least operational friction for short-term cash.
Go & Grow
Go & Grow states up to around 6% p.a. with daily returns, but investments are subject to risk.
Monefit
Monefit SmartSaver lists expected 7.5% APY, with platform and lending risk instead of bank deposit protection.
Coinbase
More convenient for my travel setup, but still a counterparty and custody decision.
Why I am still investing despite the market noise
The easy thing after a strong recovery is to become scared again. The market looks high. Headlines look messy. People start waiting for the next correction. I get the instinct, but I have learned that waiting for a perfect entry point often becomes a habit, not a strategy.
I am not investing for the next quarter. I am investing for the next decade. If I am right that AI, compute, chips, cloud infrastructure and high-quality platform businesses keep taking share of the economy, then I want my portfolio exposed to that trend even if the path is volatile.
That does not mean buying anything with an AI label. It means staying selective, keeping enough diversification to survive being wrong on individual names, and continuing to dollar-cost average rather than trying to call every short-term top and bottom.
Seeking Alpha Bundle
I use Seeking Alpha for stock research, ratings and new stock ideas. The Bundle is the cleanest fit if you want both Premium research tools and Alpha Picks in one subscription.
See the current Bundle priceFrequently Asked Questions
The biggest change was the stronger tilt toward technology, AI-related stocks and Nasdaq 100 exposure. I also continued the Seeking Alpha Picks experiment inside Trading 212 and moved most of my Bitcoin custody to Coinbase for practical reasons.
I am long-term bullish on technology and AI infrastructure, so I trimmed some broad S&P 500 exposure and added more to a Nasdaq 100 ETF. That is a higher-volatility choice and not something I think every investor needs.
The Seeking Alpha Bundle combines Premium research tools with Alpha Picks stock ideas. When checked on May 31, 2026, the affiliate landing page showed $639 for the first year versus $798 for Premium and Alpha Picks separately. You can read the full Bundle breakdown on MatchMyBroker.
For my travel-heavy lifestyle, hardware wallet and seed phrase storage became more operationally stressful than I wanted. Coinbase is a personal custody trade-off for me, not a blanket recommendation.
No. Go & Grow and Monefit SmartSaver are not bank deposits and do not have the same deposit protection as a regulated bank account. They can pay higher target returns, but you accept platform and lending risk.
Disclaimer: This article is for educational purposes only and does not constitute financial advice. When investing, your capital is at risk and you may get back less than you invested. Past performance is not a guarantee of future results. Advertisement, subject to compensation from the companies mentioned in this content. This article contains affiliate links, meaning I may earn a small commission if you sign up through them, at no additional cost to you.
