Portfolio Value
$103,298.60
Total Return
+3.30%+$3,298.60
Invested
$47,616.72
Cash
$55,681.88
Today
-0.69%-$721.02
Macro Watch
6 active events
CRITICALACTIVE

Oil Price Shock

| S&P 500 | 6,967.38 | +1.18% | Recovering; market wants to go up despite tail risks | | Nasdaq | 23,639.08 | +1.96% | T…

Apr 7, 202627 tickers affected
HIGHACTIVE

Fed Policy Shift

| April 14 | PPI / Core PPI (March) — released | **CRITICAL** — signals tariff pass-through acceleration | | April 14–18…

Apr 8, 202621 tickers affected
HIGHACTIVE

Stagflation Risk

| Dow | ~48,713 | Mixed | Defensive drag from energy/airlines | | WTI Crude | ~$92.63 | +1.48% | Near $100 on Hormuz blo…

Apr 7, 202623 tickers affected
HIGHACTIVE

Recession Signal

| Fed Policy Error | Medium | Rising | Trapped between inflation and growth; April 28-29 FOMC is binary | | Tariff / Tra…

Apr 7, 202619 tickers affected
HIGHACTIVE

Credit Market Stress

**Nuclear Renaissance:** ACCELERATING. Iran war crystallizing energy insecurity. Tech giants signing nuclear PPAs. 65 re…

Apr 7, 202618 tickers affected
HIGHACTIVE

China-Related Risk

| April 30 | March PCE release | Important — Fed's preferred inflation gauge | | May 6 | PTC Q2 FY2026 earnings | Watch…

Apr 7, 202614 tickers affected
Sector Exposure
5 sectors
Total$47,616.72

Performance

Portfolio
SPY
QQQ

Current Holdings

8 positions
NXENexGen Energy Ltd.
-25.46%
$4.39
$13.96
AcquiredApr 10
Signal135
Market Value$4,500.48
Cost Basis$6,037.88
-$1,537.40
WWDWoodward, Inc.
+0.74%
$162.85
$403.31
AcquiredApr 13
Signal15
Market Value$3,174.64
Cost Basis$3,151.20
+$23.44
BWXTBWX Technologies, Inc.
-25.07%
$99.63
$240.31
AcquiredApr 13
Signal53
Market Value$2,236.13
Cost Basis$2,984.41
-$748.28
PTCPTC Inc.
-6.01%
$130.89
$219.69
AcquiredApr 10
Signal10
Market Value$2,121.94
Cost Basis$2,257.60
-$135.66
LLYEli Lilly and Company
+30.19%
$623.78
$1,133.95
AcquiredMar 30
Signal1
Market Value$5,912.05
Cost Basis$4,541.25
+$1,370.80
GLGlobe Life Inc.
+31.42%
$111.13
$152.71
AcquiredApr 1
Signal0
Market Value$7,798.14
Cost Basis$5,933.97
+$1,864.17
HSICHenry Schein, Inc.
+19.58%
$61.95
$89.29
AcquiredApr 3
Signal6
Market Value$3,536.80
Cost Basis$2,957.60
+$579.20
AVGOBroadcom Inc.
+12.41%
$161.61
$414.61
AcquiredMar 20
Signal23
Market Value$18,336.54
Cost Basis$16,311.84
+$2,024.70

Recent Transactions

View all →

Watchlist

5 watching
COHRCoherent Corp.
$281.24Trigger: Conv 8 · +2% upside
CWCurtiss-Wright Corporation
$718.26Trigger: Conv 8 · -0% upside
LDOSLeidos Holdings, Inc.
$106.48Trigger: Conv 8 · +31% upside
METAMeta Platforms, Inc.
$649.74Trigger: Conv 8 · +32% upside
PMPhilip Morris International Inc.
$190.92Trigger: Conv 8 · +2% upside