ARKUSDT
Ark / Tether USD
crypto Composite

You’ve clearly put time into researching, but the portfolio doesn’t really line up with the goal you stated.
If the aim is growth plus stability and something close to recession resistant, starting with ARK, Tesla, and AI funds is a mismatch. Those are high volatility, narrative driven assets that tend to get hit hardest when liquidity tightens. They can work as small satellite positions, but they are not stability anchors, especially for a new investor.
SCHD is the one holding here that genuinely supports the stability part of your goal. Dividend focused, cash flow heavy strategies usually hold up better during downturns. The rest of the list is mostly cyclical exposure. Morgan Stanley and ITW are good businesses, but financials and industrials still drop in recessions. CubeSmart is reasonable, but REITs are sensitive to interest rates. NetEase adds additional geopolitical and regulatory risk that can surprise you in ways unrelated to the market itself.
The bigger issue is structure. There’s no clear core holding doing the heavy lifting, like a broad market index or total market fund. Instead, this reads like a collection of ideas pulled from different narratives rather than a system with defined roles. At 45, drawdowns matter more because long recoveries eat into your compounding window.
Nothing here is “wrong” on its own, but together it’s incoherent. A more durable approach would be a simple core that compounds through all cycles, with smaller, clearly capped positions for themes like AI or individual stocks. Build the foundation first, then layer in conviction plays once the base is solid.

You’ve clearly put time into researching, but the portfolio doesn’t really line up with the goal you stated.
If the aim is growth plus stability and something close to recession resistant, starting with ARK, Tesla, and AI funds is a mismatch. Those are high volatility, narrative driven assets that tend to get hit hardest when liquidity tightens. They can work as small satellite positions, but they are not stability anchors, especially for a new investor.
SCHD is the one holding here that genuinely supports the stability part of your goal. Dividend focused, cash flow heavy strategies usually hold up better during downturns. The rest of the list is mostly cyclical exposure. Morgan Stanley and ITW are good businesses, but financials and industrials still drop in recessions. CubeSmart is reasonable, but REITs are sensitive to interest rates. NetEase adds additional geopolitical and regulatory risk that can surprise you in ways unrelated to the market itself.
The bigger issue is structure. There’s no clear core holding doing the heavy lifting, like a broad market index or total market fund. Instead, this reads like a collection of ideas pulled from different narratives rather than a system with defined roles. At 45, drawdowns matter more because long recoveries eat into your compounding window.
Nothing here is “wrong” on its own, but together it’s incoherent. A more durable approach would be a simple core that compounds through all cycles, with smaller, clearly capped positions for themes like AI or individual stocks. Build the foundation first, then layer in conviction plays once the base is solid.

|2026-02-07T12:56:52.642060|PTB/USDT:USDT|LONG|Stop loss triggered|\-1.25 %|\-0.321|
|:-|:-|:-|:-|:-|:-|
|2026-02-07T12:55:26.182426|API3/USDT:USDT|LONG|Stop loss triggered|\-1.00 %|\-0.269|
|2026-02-07T12:55:01.300490|KERNEL/USDT:USDT|LONG|Stop loss triggered|\-1.02 %|\-0.297|
|2026-02-07T12:53:32.585795|PTB/USDT:USDT|LONG|Stop loss triggered|\-1.36 %|\-0.369|
|2026-02-07T12:52:40.886037|NIGHT/USDT:USDT|LONG|Stop loss triggered|\-1.00 %|\-0.265|
|2026-02-07T12:52:29.067940|PTB/USDT:USDT|LONG|Trailing stop loss triggered|1.36 %|0.365|
|2026-02-07T12:50:51.601719|ARK/USDT:USDT|LONG|Stop loss triggered|\-1.03 %|\-0.280|
|2026-02-07T12:49:08.049600|PTB/USDT:USDT|LONG|Trailing stop loss triggered|1.48 %|0.395|
|2026-02-07T12:47:12.448299|BANANAS31/USDT:USDT|LONG|Stop loss triggered|\-1.00 %|\-0.274|
|2026-02-07T12:47:10.938637|IN/USDT:USDT|LONG|Trailing stop loss triggered|1.06 %|0.287|
|2026-02-07T12:46:13.502050|PTB/USDT:USDT|LONG|Stop loss triggered|\-1.66 %|\-0.453|