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My current allocation to AI is split something like this:
| AMAT | 4.25 |
| AMD | 3.55 |
| ANET | 4.30 |
| ASML | 8.07 |
| CDNS | 4.04 |
| GFS | 1.28 |
| GM | 1.84 |
| GOOG | 7.90 |
| INTC | 6.17 |
| KLAC | 2.33 |
| LLY | 2.88 |
| LRCX | 4.62 |
| MRVL | 1.87 |
| MSFT | 14.65 |
| MSFT Calls | 2.78 |
| MU | 4.38 |
| ONTO | 0.24 |
| RMBS | 1.00 |
| SMSN | 7.88 |
| SNPS | 2.77 |
| TSM | 10.45 |
| TXN | 2.74 |
I recommend sgov for getting safe interest. It effectively just invests in short term treasuries for you. very simple and straightforward. Easier than buying bonds yourself. I do not think 100 percent or more equities is a good idea right now given that we might get more rate increases. Obviously do not buy long term bonds. Im not a prophet just saying how I am handling things
I have supported myself for almost a decade now via speculation / gambling / arbitrage. I almost never find the Kelly criterion all that useful in my own life. If a bet is really juicy go as hard as you can while finding the downside tolerable. If a bet isn't QUITE JUICY I usually pass.
Where do you live in Ohio? In columbus poly isnt very taboo ime living in cbus. But Columbus is the biggest city.
You can buy GDR common shares via LSE on Interactive Brokers.