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The 7 companies that run the world aren't going anywhere. Microsoft, Nvidia, Apple, Meta, Alphabet, Amazon, and Tesla make up nearly a third of the S&P 500 because they print money and dominate AI, cloud, advertising, and hardware. This Nest weights each stock based on real fundamentals, not hype. Microsoft and Nvidia get the biggest slices because their valuations are actually reasonable right now relative to growth. Meta and Alphabet earn strong positions because their AI ad machines are printing cash at 20x forward earnings. Apple gets a moderate weight because quality costs a premium. Amazon and Tesla are kept small because Amazon is burning cash on a $200B capex bet and Tesla's 370x P/E doesn't match declining sales. We rebalance quarterly based on earnings, guidance, and macro shifts. The goal is simple: own the companies building the future, but weight them by who's actually delivering results today, not who's making the biggest promises.

Ownership in thousands of dividend-paying companies across four funds at just 0.17% total fees. That's $1.70 a year on every $1,000 invested. SCHD gives you 100 top US dividend growers. JEPI adds monthly income through defensive US stocks and S&P 500 options premiums. VYMI takes you global across 40+ developed markets. VWO goes deeper into faster-growing economies like India, China and Brazil. Every dollar is fully invested — no cash buffer, no safety net. Monthly income from JEPI means this nest hits gain thresholds faster than most. Set a 5% threshold and give it 4 to 6 months. If you want global diversification with real monthly income and emerging market upside, this is your nest.

The best software companies in the world are being punished by the market because of AI fear. But the data tells a different story these companies are growing revenue, expanding margins, and actually monetizing AI. We picked the strongest names across every software category: enterprise, security, observability, vertical, and productivity. This isn't a bet against AI. It's a bet that the best software companies will survive and thrive because of it. If you want one nest that covers everything, this is it.

Every AI model needs a home. These are the companies that own the clouds where AI lives, trains, and gets deployed at scale. Amazon, Microsoft, and Google are in a $600B+ annual capex arms race to build that infrastructure and they're charging enterprises a fortune to use it. This nest bets that cloud is the on-ramp to every serious AI application, and that the three hyperscalers plus Meta have structural advantages in compute, customers, and capital that no startup can replicate overnight.

The big names in AI get all the attention, but some of the best risk-adjusted returns in every tech cycle come from the smaller companies solving specific, critical problems the giants can't or won't. This nest finds the specialists: the only supplier of a key transceiver, the hyperscaler server assembler nobody's heard of, the PCIe connectivity company with 75% gross margins. These are higher volatility, higher upside positions companies that could 5–10x if their piece of the AI stack becomes essential, and won't kill the nest if one doesn't work out.

A data center isn't just servers it's a sprawling supply chain of storage, connectors, cooling, cybersecurity, construction, and real estate. This nest captures the full ecosystem beyond the headline chip names: the REITs that own the buildings, the companies laying the fiber and electrical infrastructure, the storage arrays handling petabytes of training data, the optical transceivers pushing data between chips, and the contractors building the facilities themselves. When $600B in annual capex gets deployed, it flows through all of these companies first.

For decades, nuclear was a dirty word. Now every major tech company Microsoft, Google, Amazon, Meta is signing long-term nuclear power purchase agreements because they need reliable, carbon-free baseload power that wind and solar simply can't provide at scale. This nest owns the companies positioned to win that revival: the utility that just restarted Three Mile Island, the world's largest uranium miner, the pure-play nuclear operators with contracted capacity, and the next-generation small modular reactor companies building what comes after. The AI boom made nuclear inevitable again.

AI has a dirty secret: it's an absolute energy hog. Training a single frontier model can consume as much electricity as thousands of homes use in a year and inference demand is growing faster. Power is the binding constraint on the entire AI buildout right now. This nest owns the companies solving that problem: natural gas turbine manufacturers with 83GW of backlog, electrical infrastructure players seeing 200% order growth, uranium miners supplying a nuclear renaissance, and the utilities that already have the contracts signed. You can't run AI without power. Own the power.

During the gold rush, the people who got rich weren't the miners they were the ones selling the pickaxes. This nest owns the companies building the physical layer of the AI revolution: the chips that run the models, the networking that connects them, the cooling that keeps them alive, and the silicon powering every device AI touches. NVIDIA dominates training. Broadcom owns custom AI chips. Apple owns edge inference. AMD is the credible alternative to everything. These aren't bets on which AI application wins their bets on the fact that whoever wins will need this infrastructure to get there. The shovels always sell.

Look, most of us have money sitting in our checking account doing absolutely nothing. Banks love that — they lend it out and make money while you earn $0. This nest flips that. It's 75% US Treasury bills (the safest investment on the planet — literally backed by the government) and 25% short-term bonds and international dividend stocks for a little extra juice. You're not gonna get rich off this. That's not the point. The point is your $2,000 sitting idle could be earning $7-8/month instead of $0. It's like finding money in your couch cushions, except it happens every month. Set a 2-3% threshold and let it do its thing. Worst case? You basically break even. Best case? Your money finally stops being lazy.

This is for people who are comfortable with some ups and downs in exchange for real income. We're talking 6 ETFs spread across US tech income (JEPQ), defensive income (JEPI), quality dividend growers (SCHD, VYM), and international markets (VYMI, SCHY). JEPQ alone pays over 10% a year in monthly distributions — that's real cash hitting your account every single month regardless of what the market does that week. Combined with JEPI's 8%, the distributions alone push you toward your threshold even in flat markets. Yes, this nest can drop 6-12% in a bad quarter. That's the trade-off. But historically it bounces back, and those monthly payments keep stacking while you wait. Set a 5-7% threshold. Be patient. The math works if you give it time.

I built this nest because I wanted something that actually pays me every month without keeping me up at night. Half the money goes into safe stuff — Treasury bills that basically can't lose value. The other half goes into JEPI (which pays ~8% a year through a smart options strategy), SCHD (100 of the best dividend companies in America), and international stocks through VYMI and SCHY so we're not betting everything on one country. Every month, JEPI and the Treasury ETFs pay out. Every quarter, the dividend stocks kick in. It all adds up. At a 5% threshold, you're looking at a payout roughly every 5-7 months. Not instant, but way better than watching your cash earn nothing. This is the nest I'd tell my friends to start with.

This nest tracks the Nancy Pelosi stocks investments