NUKZ
Range Nuclear Renaissance Index ETF
stock NYSE ETF

Yeah i stopped listening to their nonsense long ago .
There are alot of vanguard and schwab people on social media pushing nonsense that usually underperforms
I rebalance semi yearly after every 2 quarters
But simplified my porfolio
Like
30% SPYI , QQQI, SCHD IDVO - core (switched from JEPI and JEPQ for tax purposes)
10% ARCC , O , UTG UTF OBDC MAIN - BDC Reits , closed
5% IYR - real estate
10% XLV XLE XLC XLF - sector specific
5% GLDI BTCI - gold and bitcoin derivatives
20% SPMO , SHLD NUKZ ROBO BUGS - thematic and momentum growth (i shift thematics every market cycle )
5% JBBB JAAA CLOZ BINC SGOV- fixed ( i will move into the best fixed at the time but try to keep short medium and long term , floating and total income funds as well as private credit
10% Singles - VISA CAT WM LMT LOW OS KO PLTR
5% high yield speculative.
I can balance about 6-8% yield and 4-5% growth , which gives me better than the 4% rule and grows more than inflation.
Sometimes like last year i did 12% yield and 10% growth . And in bear markets like 2022 i was only down about 11.3% during a 23% bear market with a loss in distributions by only 0.5% in yield.
I have a 10 year of 10% yield and 6.2% portfolio growth annualized , while my 457b by Empower fund managed did 8.9% annualized .

These are newish, from a smaller outfit, with smallish volume.
Compare URAN to NUKZ, and PWRD if you want to think al little bit broader than pure nuclear.
Compare NATO to SHLD and EUAD.
All four of those have been great for me this year.

If its only 6 months us thematics and momentum
SPMO , SHLD , NUKZ you would destroy his picks until a correction 🤣