MunAiMarkets’ 17 Model Portfolios UP 8.5% vs. 5.4% for the Nasdaq - ARCHIVED

Introduction

MunAiMarkets (MaiM) is a one-of-a-kind financial site of articles that compare the weekly, monthly and year-to-date returns of 89 pure-play Artificial Intelligence (Ai) Hardware and Software, Cannabis, Cryptocurrency and Gold/Silver stocks, and the reasons behind any outlier return in 17 model portfolios. In addition, there is an Insights section of the most enlightening financial articles on the internet and, not to take ourselves too seriously, a Musings section of personal “musings” and humo(u)rous views of the times we live in. Below are how each of the 17 portfolios performed in November and since the end of August (i.e. 3 months).

Click on the hyperlinked stock symbol to get the latest price and further (detailed) information

1. The Artificial Intelligence Hardware Category consists of 7 Portfolios of which the first 5 are  focused exclusively on the companies involved directly in the semiconductor chips supply chain, the 6th is not a pure-play portfolio as it constituents do everything themselves, and the 7th is involved exclusively in the research and development of quantum computers.
   1. EDA Software Chip Design Stocks Portfolio: UP 9.6% in November; UP 9.8% in the past 3 months
      • Focus: electronic design automation (EDA) companies use sophisticated software to assist engineers in the custom design and development of complex chips.
      • The 2 constituents in the portfolio are Cadence Design Systems (CDNS) and Synopsys (SNPS).
   2. Pure-Play Semiconductor Supplier Stocks Portfolio: DOWN 0.6% in November; DOWN 20.2% in the past 3 months
      • Focus: equipment and material suppliers provide essential equipment for manufacturing chips such as lithography machines, etching, test and packaging equipment, automation and inspection systems and production materials such as chemicals, gases, wafers and packaging.
      • The 5 constituents in the portfolio are ASML Holding (ASML); Entegris (ENTG); Lam Research (LRCX); KLAC Corp. (KLAC); and Applied Materials (AMAT).
   3. Pure-Play Semiconductor Foundries Portfolio: DOWN 1.0% in November; UP 0.7% in the past 3 months
      • Focus: factories (called foundries in semiconductor jargon) that concentrate all their efforts in the manufacturing of chips based on the designs provided by other semiconductor companies.
      • The 4 constituents in the portfolio are Tower Semiconductor (TSEM); United Microelectronics (UMC); Global Foundries (GFS); and Taiwan Semiconductor (TSM).
   4. Pure-Play Outsourced Semiconductor Assembly and Test Stocks Portfolio: UP 3.5% in November; DOWN 15.6% in the past 3 months
      • Focus: assemble chips into finished semiconductor components, tests for defects and do the very specialized packaging of the chips for shipping assembly.
      • The 2 constituents in the portfolio are ASE Technology (ASX) and Amkor Technology (AMKR).
   5. Pure-Play Fabless Semiconductor Stocks Portfolio: DOWN 13.3% in November; DOWN 22.3% in the past 3 months
      • Focus: outsource the fabrication (or fab) of chips to specialized foundries while designing and selling the chips.
      • The 6 constituents in the portfolio are Nvidia (NVDA); Qualcomm (QCOM); Marvell (MRVL); Advanced Micro Devices (AMD); Broadcom (AVGO), and  Monolithic Power Systems (MPWR).
   6. Integrated Device Manufacturers (IDM) Portfolio: DOWN 1.9% in November; DOWN 7.6% in the past 3 months
      • Focus: do everything themselves, i.e. are not pure-play, to control the entire production process
      • The 8 constituents in the portfolio are Infineon Technologies (IFNNY); STMicroelectronics (STM); Intel Corp. (INTC); NXP Semiconductors (NXPI); Analog Devices (ADI); Texas Instruments (TXN); Microchip Technology (MCHP); and Micron Technology (MU).
   7. Pure-Play Quantum Computing Stocks Portfolio: UP 165.1% in November; UP 391.2% in the past 3 months
      • Focus: involved exclusively in the research and development of quantum computers
      • The 4 constituents in the portfolio are Quantum Computing (QUBT); IonQ (IONQ); D-Wave Computing (QBTS); and Rigetti Computing (RGTI).
2. The Artificial Intelligence (Ai) Software Category consists of 5 pure-play generative Ai Portfolios, as follows:
   1. Ai-focused Drug Discovery Stocks Portfolio: UP 12.1% in November; DOWN 3.7% in the past 3 months
      • The 5 constituents in the portfolio are Schrödinger (SDGR); AbCellera Biologics (ABCL); Recursion Pharmaceuticals (RXRX); Relay Therapeutics (RLAY) and Absci Corporation  (ABSI).
   2. The Micro/Small Cap Ai Stocks Portfolio: UP 76.9% in November; UP 96.8% in the past 3 months
      • The 9 generative stocks in the portfolio, with market capitalizations between $50M and $2B are D-Wave Quantum (QBTS); Evolv Technologies (EVLV); BigBear.ai (BBAI); Rekor Systems (REKR); Applied Optoelectronics (AAOI); Rigetti Computing: (RGTI); SoundHound AI (SOUN); Innodata  (INOD); and Digimarc Corporation (DMRC).
   3. Pure-play CyberSecurity Software Stocks Portfolio: UP 11.6% in November; UP 9.7% in the past 3 months
      • The 5 largest pure-play companies, with market capitalizations in excess of +$20B, that focus on the development and provision of cyber security software are Zscaler (ZS); Fortinet (FTNT); CrowdStrike Holdings (CRWD); Check Point Software Technologies (CHKP); and Palo Alto Networks (PANW).
   4. Pure-play Cloud Computing SaaS Computing Stocks Portfolio: UP 19.3% in November; UP 25.6% in the past 3 months
      • The 7 pure-play companies that supply cloud computing SaaS software are Atlassian (TEAM); HubSpot (HUBS); Workday (WDAY); ServiceNow (NOW); MongoDB (MDB); Cloudflare (NET); and Datadog (DDOG).
   5. Mega-Cap Ai Stocks Portfolio: UP 8.0% in November; UP 28.6% in the past 3 months
      • Only 7 tech companies have market capitalizations in excess of $1Trillion and they are Nvidia (NVDA); Alphabet (GOOGL); Meta Platforms (META); Apple (AAPL); Amazon (AMZN); Microsoft (MSFT); and Tesla (TSLA).
3. The Cannabis Stocks Category consists of 3 Portfolios, namely:
   1. The American Cannabis MSO Stocks Portfolio: DOWN 34.1% in November; DOWN 26.4% in the past 3 months
      • The Portfolio consists of the 7 largest American multi-state operators, namely, Cresco Labs (CRLBF); Curaleaf Holdings (CURLF); TerrAscend Corp. (TSNDF); Green Thumb Industries (GTBIF); Trulieve Cannabis (TCNNF); Verano Holdings (VRNOF); and Ayr Wellness (AYRWF).
   2. The Canadian Cannabis LP Stocks Portfolio: DOWN 13.4% in November; DOWN 21.8% in the past 3 months
      • The Portfolio consists of the 5 largest Canadian Licensed Producers, namely, Canopy Growth (CGC); Aurora Cannabis (ACB); Organigram (OGI); Cronos Group (CRON) and Tilray Brands  (TLRY).
   3. The Conservative “Cannabis” Stocks Portfolio: UP 2.9% in November; UP 0.2% in the past 3 months
      • The Portfolio consists of the 5 major tobacco/beer/vintner/spirits companies that have invested heavily in cannabis companies in the past few years, namely British American Tobacco (BTI) which has a C$346M product development partnership with Organigram Holdings (OGI) and a dividend yield of 8.4; Altria Group (MO) which has a 45% stake in Cronos Group (CRON) and a dividend yield of 7.4%; Constellation Brands (STZ) which has a has a 39% stake in Canopy Growth (CGC) and a dividend yield of 1.7%; Imperial Brands (IMBBY) which has a 19.9% stake in Auxly Cannabis Group (CBWTF) and a dividend yield of 6.5% and Anheuser-Busch InBev (BUD) which has a $100 million joint venture with Tilray (TLRY) and a dividend yield of 1.6%.
4. The Large-Cap Gold Equities Portfolio: DOWN 4.6% in November; DOWN 1.4% in past 3 months
   • • The portfolio consists of the 6 largest ($+10B) gold stocks by market capitalization that trade on Canadian and/or American stock exchanges, namely, Agnico Eagle Mines (AEM); Kinross Gold (KGC): Barrick Gold (GOLD); Gold Fields (GFI); AngloGold Ashanti (AU); and Freeport-McMoRan (FCX).
5. The Bitcoin/Ethereum Crypto Portfolio: UP 41.0% in November; UP 55.4% in the past 3 months
   • consists of The Grayscale Bitcoin Mini Trust (BTC) and The Grayscale Ethereum Mini Trust (ETH).

Summary

The above 17 portfolios were UP 8.5%, on average, in November and went UP 4.4% in the past 3 months and, putting things in perspective, the NASDAQ went UP 5.4% in November and has gone UP 7.1% in the past 3 months.

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