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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 14.2K followers
Created: 2025-06-14 20:04:54 UTC

$100k to spend and looking for a turnaround centered portfolio? Here's how I'd do it:

$XXXXXX $EVO | Evolution AB
$XXXXXX $NKE | Nike
$XXXXXX $PEP | PepsiCo
$XXXXXX $ENPH | Enphase 
$XXXXXX $BLDR | Builders Firstsource 
$XXXXXX $INTC | Intel
$XXXXXX $MC | LVMH
$XXXXX $UNH | United Health Group

Agree?

Disclaimer, I only hold $EVO, $BLDR and $MC


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1933978978106359932/c:line.svg)

**Related Topics**
[intc](/topic/intc)
[pep](/topic/pep)
[nke](/topic/nke)
[$mc](/topic/$mc)
[$bldr](/topic/$bldr)
[$enph](/topic/$enph)
[ab](/topic/ab)
[evolution ab](/topic/evolution-ab)

[Post Link](https://x.com/TacticzH/status/1933978978106359932)