NOTE: This portfolio design format, list of positions, and position sizing are a version 1 of Luke’s Q4 equity portfolio. The information captured in this guide is current as of October 27th, 2025 and is subject to change at any time within the Bull Market Blueprint Slack group updates provided. This guide will be refreshed as portfolio changes happen and new assets are added or rotated to.

Blank Core & Adaptive Portfolio Template (Blueprint Standard Version → Luke’s Design)

Core & Adaptive Portfolio Design Overview & Template Explained:

• Total positions: 14 (7 Core + 7 Thematic)
• Allocation: 60% Core / 40% Thematic
• Change: I removed the commodity slots and reallocated that weight into equities --> so now the portfolio is now 100% stocks (I may add back in commodity room in near future).

Core (60%): long-duration hold, low-turnover

• C1 Anchor – 12%: #1 conviction, market-defining leader you can own for years.
• C2 Anchor – 12%: #2 conviction, similar durability/moat.
• C3 Primary – 10%: Core growth driver (structural tailwind + quality).
• C4 Primary – 10%: Second core driver for balance across sub-themes.
• C5 Supporting – 6%: Durable infrastructure/“picks & shovels.”
• C6 Supporting – 6%: Another durable name (power/cooling/grid, etc.).
• C7 Supporting – 4%: Smaller core position to round out diversification.

Core total = 60%.

Adaptive (40%): higher-beta, catalyst-driven

• A1 Leader – 10%: Highest-conviction theme name (fast growth + clear catalyst).