My Best Ideas 2026 basket is up 33.72% so far this year. I shared it for free at the start of January so anyone could follow along. The aim was to find quality companies in the AI buildout that I could hold through the year with very few changes. I'm in my early 40s now, and I honestly think I'd have a lot less money today if I'd spent my investing years constantly trading in and out of names. Please read the disclaimer in the picture. This basket is not a copy of my family's portfolio. So let's go through the names. $ALAB, $ANET, $VRT and $POWL have been the strongest performers so far. $AVGO has been more frustrating, almost flat for the year. My conviction remains very high and it's staying in the basket. I still expect it to be one of my best performers from here. $CDNS has also disappointed, though looking back, the valuation left very little room for disappointment. I was too willing to accept that starting valuation. $CDNS has also disappointed. Looking back, I was too comfortable with the starting valuation and how much growth it already priced in. It's the name I'm most likely to replace, with $LITE, $NBIS and $IREN among the contenders. I've made just two changes: replacing $GOOGL with $ETN, then swapping $HUBB for $MU in June. I enjoy the weekly portfolio updates from @pequityresearch and @TacticzH, among others. Think I'll start doing something similar here, including what went wrong and why I make changes. The basket and my updates will be free to follow.