CAD Cash / Pending Reinvestment is currently the largest line at about 27.4%.
Public portfolio snapshot · percentages only
Current portfolio.
What Edge Investing owns, roughly how it is weighted, and the thesis behind each position. Updated from the current Portfolio OS holdings export.
Portfolio lines19
Largest lineCAD · 27.4%
Price snapshot2026-06-04
Last generated2026-06-04
View portfolio archive →
Method: weights are based on the current Portfolio OS holdings export and rounded for public display. The allocation map consolidates related holdings into larger thesis buckets. Holdings may change without notice. No share counts, dollar values, average cost, or exact trade prices are published. Pricing source: yahoo-chart-plus-massive-fallback.
Method: weights are based on the current Portfolio OS holdings export and rounded for public display. The allocation map consolidates related holdings into larger thesis buckets. Holdings may change without notice. No share counts, dollar values, average cost, or exact trade prices are published. Pricing source: yahoo-chart-plus-massive-fallback.
Allocation map
Where the portfolio is pointed.
Concentrated by design. These are grouped by thesis, not by individual ticker, so related positions roll up into the bigger portfolio bets.
Cash / dry powder27.4%
AI platforms / compute / software35.8%
Digital assets / tokenization26.4%
Physical AI / robotics6.1%
Biotech / health innovation2.8%
Mobility / media / other1.6%
Latest portfolio changes
What changed since the last snapshot.
The current snapshot reflects the latest Portfolio OS data from 2026-06-04, including live/snapshot pricing, public weights, and current thesis notes.
The largest non-cash position is Galaxy Digital at about 10.9%.
The public page now includes the current 19-line portfolio and updated public allocation map.
Portfolio lines by weight
Owned for a reason.
Each card shows approximate portfolio weight, thesis, conviction/status, and the main risk that would force a rethink. Cash is shown as dry powder, not a security.
CAD
27.4%CAD Cash / Pending Reinvestment
Cash raised from BTCX sale, available for staged redeployment into higher-conviction AI names.
What could change the view
Redeploy when target entry zone or staged buy plan is triggered.
GLXY
10.9%Galaxy Digital
If digital finance keeps institutionalizing and AI infrastructure scarcity keeps mattering, Galaxy may own two kinds of rails the market does not usually see in one public company.
What could change the view
Thesis weakens if AI/HPC economics fail to materialize or core crypto franchise loses relevance.
NOWS.TO
8.6%ServiceNow
Enterprise AI agents need workflow systems; ServiceNow may be a key action layer.
What could change the view
Reassess if AI features do not improve growth/retention.
NVDA.TO
7.9%NVIDIA
NVIDIA remains the primary AI compute platform with hardware, software, and ecosystem leverage.
What could change the view
Thesis weakens if platform moat erodes or growth decelerates without valuation support.
QCOM.TO
7.9%Qualcomm
Qualcomm may be mispriced if on-device AI turns phones, PCs, cars, and edge devices into a larger compute platform.
What could change the view
The thesis weakens if edge AI does not show up in automotive, IoT, AI PC revenue, margins, or guidance.
CRCL
7.0%Circle
Circle is a bet that programmable digital dollars become core financial infrastructure and that USDC remains one of the trusted default stablecoins used by apps, businesses, and financial platforms.
What could change the view
Programmable money can be a massive category shift while the value accrues somewhere other than Circle — competitors, banks, payment apps, wallets, or blockchain networks.
AMZN.TO
5.3%Amazon
AWS, logistics, advertising, and AI services give Amazon multiple long-run compounding engines.
What could change the view
Reassess if AWS loses strategic relevance or retail margins structurally degrade.
BTCX.B.TO
4.7%CI Galaxy Bitcoin ETF
Direct BTC exposure through a Canadian-listed vehicle.
What could change the view
Reduce if BTC thesis changes, vehicle structure worsens, or better exposure emerges.
MSFT.TO
4.4%Microsoft
Azure, Copilot, enterprise distribution, and OpenAI exposure make Microsoft central to AI adoption.
What could change the view
Reassess if AI spend fails to drive durable revenue or Azure loses momentum.
KOID
4.3%KOID
I believe the robotics revolution may happen sooner than most people expect. I’m already seeing incredible progress in what robots are capable of doing, and when combined with AI, robots could become a normal part of society. I believe humanoid/android robots are close to going mainstream over the next few years. In five years, I would not be surprised if robotics becomes the next major technology revolution, similar to how AI has been this year.
What could change the view
Too early
ETHY.B.TO
2.1%Purpose Ether Yield ETF
ETH exposure with potential benefit from smart-contract adoption and tokenized finance.
What could change the view
Reduce if ETH monetary/app thesis weakens or vehicle drag is too high.
RBOT.TO
1.9%Robotics/Automation ETF
Robotics and automation can compound as AI enters physical-world workflows.
What could change the view
Replace if holdings do not map well to the actual robotics thesis.
ARKG
1.9%ARKG
I am building a smaller long-term position in ARKG because AI may meaningfully improve the way medicines are discovered, designed, tested, and personalized. Biology remains extremely difficult, but AI, genomics, single-cell data, spatial biology, synthetic biology, and better diagnostics are creating a new data-rich foundation for drug discovery and precision medicine.
The key opportunity is not simply “AI finds drugs faster.” The better thesis is that companies with unique biological datasets, lab automation, sequencing, diagnostics, and model-driven discovery platforms may compound advantages over time. If AI helps reduce discovery failure, improve patient selection, identify better targets, or accelerate clinical trials, biotech productivity could improve meaningfully.
What could change the view
Too Early
TECH.TO
1.6%Technology ETF basket
Broad tech exposure supports the portfolio’s AI/cloud/software theme.
What could change the view
Trim if overlap makes it redundant versus higher-conviction names.
FIGR
1.6%FIGR
Figure is a long-term bet that blockchain-native financial infrastructure can reduce costs, improve efficiency, and take market share from legacy traditional finance systems.
What could change the view
Traditional finance copies the efficiency gains before Figure scales
UBER
1.5%Uber
Uber has platform scale, improving margins, and potential autonomous/ads/logistics upside.
What could change the view
Reassess if mobility economics deteriorate or autonomy bypasses Uber.
HELP.NE
0.9%Cybin Inc.
Cybin is a long-shot bet that psychedelic-based medicines can be more effective and tolerable than traditional SSRIs, but the real bottleneck is regulation, reimbursement, doctor adoption, and proving the model can scale beyond severe treatment-resistant cases.
What could change the view
The medicine may work, but the system may not adopt it quickly: regulation, insurance, doctor comfort, clinic workflow, and reimbursement could keep use narrow for years.
DIS.TO
0.1%Disney
Disney has durable IP and parks; streaming turnaround could improve economics.
What could change the view
Reassess if streaming/parks fail to offset legacy decline.
RCI.B.TO
0.0%Rogers Communications
Owning solely for the fact they own the Jays
What could change the view
Remove if no clear role.
Disclosure
This page is for transparency and research context only. It is not investment advice, a recommendation, or a solicitation to buy or sell securities. Edge Investing may buy, sell, trim, add to, or exit any position without updating this page immediately.