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![KelliHalyard Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::346686473.png) Kelli Halyard [@KelliHalyard](/creator/twitter/KelliHalyard) on x XXX followers
Created: 2025-07-25 02:05:11 UTC

Which portfolio do you think will perform the best in the second half of 2025?

Portfolio 1: $BABA, $PPD, $SE, $CPNG, $GRAB

Portfolio 2: $HOOD, $SOFI, $HIMS, $OSCR, $ZETA

Portfolio 3: $UNH, $LVMH, $NKE, $PEP, $LULU

Portfolio 4: $V, $MA $SPGI, $EFX, $MCO


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948565160840372389/c:line.svg)

**Related Topics**
[spgi](/topic/spgi)
[pep](/topic/pep)
[nke](/topic/nke)
[oscr](/topic/oscr)
[hims](/topic/hims)
[hood](/topic/hood)
[baba](/topic/baba)
[$mco](/topic/$mco)

[Post Link](https://x.com/KelliHalyard/status/1948565160840372389)