Today I’m updating my Perfect Portfolio.

This is a selection of five assets I believe can significantly outperform the broader stock market over the next 3–5 years.

The goal is simple: own the companies positioned to dominate the biggest investing trends.

Think: AI infrastructure, autonomous mobility, and space commercialization.

These are all ideas I’ve written about previously in The Million Mission.

But this latest version reflects how quickly the market is changing and where I believe the most upside sits right now.

Here’s the updated Perfect Portfolio, and why I’m confident in it for the next 3–5 years.

1. Nvidia (NVDA): The AI Powerhouse

Nvidia remains the foundation of this portfolio.

Even after years of incredible performance, I still believe Nvidia is in the early innings of a multi-trillion-dollar AI buildout.

AI is becoming core infrastructure and Nvidia is the company selling the picks and shovels.

Yes, the stock has plateaued over the last few months as the company has dealt with real-world challenges like export controls, geopolitics, and volatility tied to the AI cycle.

But the demand for compute is not slowing down.

Models are getting bigger, inference is exploding, and entire industries are being rebuilt around AI.

Nvidia remains the best way to own the backbone of the AI revolution.

2. Uber Technologies (UBER): The Autonomous Mobility Platform

Uber isn’t a transportation company. It’s a platform.

Its job is to match riders with available vehicles and take a cut of each trip.

That’s why Uber benefits from a higher supply of cars on the road, whether they’re driven by humans or autonomous systems.

More supply means shorter wait times, more completed rides, and more revenue flowing through the platform.

And after the late-2025 selloff, I think the stock is finally cheap again relative to the long-term opportunity.

As autonomous fleets scale over time, Uber doesn’t need to “win” self-driving.

It just needs to remain the app people open first when they need a ride.

3. Amazon (AMZN): The Quiet Juggernaut

Amazon is one of the most misunderstood mega-cap stocks in the market.

Most investors think Amazon is “just” e-commerce and cloud.

That alone would be enough.

Amazon dominates global online retail and AWS remains one of the most important pieces of cloud infrastructure on the planet.

But what pushed me to upgrade Amazon inside my Perfect Portfolio was what I saw at CES.

Amazon is quietly building a low-Earth-orbit satellite network called Leo and almost nobody is talking about it.

It has real “next Starlink” potential that is not meaningfully reflected in Amazon’s valuation today.

Amazon is already a world-class business. Leo adds a true asymmetric upside layer that the market is ignoring.

That’s exactly the type of setup I want in a long-term portfolio.

4. Rocket Lab (RKLB): Space Goes Commercial

Rocket Lab is my highest-volatility name in this updated portfolio.

But it’s here for a reason.

Space is shifting from a government-only world to a commercial market.

The next decade won’t just be about launching rockets.

It will be about building the infrastructure that powers satellites, communications, national security, and a growing number of space-based services.

Rocket Lab is one of the few public companies that gives everyday investors direct exposure to this trend.

It’s clearly the #2 commercial space company behind SpaceX.

And here’s the part that stands out…

SpaceX is reportedly eyeing a $1.5 trillion IPO. Rocket Lab trades at less than 1/30th of that value.

You’re not buying Rocket Lab because it’s “the next SpaceX.”

You’re buying it because the entire space economy is expanding, and Rocket Lab is positioned to be a major beneficiary as access to space becomes cheaper, more frequent, and more commercially driven.

5. Bitcoin (BTC): The High-Risk, High-Reward Outlier

Bitcoin remains a core holding for me, and I plan to hold it indefinitely.

This conviction comes from my venture capital background.

In venture, you learn the Power Law: most investments won’t matter, but a few outliers can drive the majority of returns.

Bitcoin fits that outlier profile.

Love it or hate it, Bitcoin has proven to reward investors for the last 15 years and will likely continue to do so for years to come.

I recommend you own some yourself.

My Perfect Portfolio

You’ll notice two changes from my previous Perfect Portfolio: I removed Alphabet and Meta, and I added Amazon and Rocket Lab.

Let me be clear. I still believe in Alphabet.

It remains one of the best companies on Earth.

But the stock has run so far that I’m comfortable taking profits here and rotating into ideas that I believe have more untapped upside over the next few years.

The good news is that you can own more than just five stocks.

If you love Alphabet, you can absolutely keep holding it.

As for Meta, it’s still a phenomenal business.

But I wanted this updated Perfect Portfolio to lean even harder into the theme I believe the market is still underestimating: space commercialization.

Amazon gives me exposure to one of the most dominant companies in the world, plus a hidden growth engine in its Leo satellite network that almost nobody is pricing in today.

Rocket Lab gives me direct exposure to the vehicles necessary to make space commercialization possible.

Will there be volatility? Without a doubt.

But if you’re looking to build a high-growth, high-upside portfolio for the next market cycle, I believe these five names are an excellent place to start.