High-conviction all-cap growth

I seek to ride the waves of technological innovation. I identify and study high growth assets in depth and wait patiently. I strike when there is unjustified disagreement as to their success based on fear, negative catalysts, or temporarily overlooked upcoming positive catalysts. My strategy thrives on volatility (when there is disagreement on future price, there is volatility). It is high-conviction, non-diversified, all-cap growth. It seeks to outperform the S&P 500 benchmark in yearly returns at the price of higher volatility and a longer term horizon. It is best allocated to at opportune moments, like the portfolio itself allocates also at opportune moments. The portfolio starts with a high allocation to bonds temporarily to wait for opportune moments to buy assets.