Portfolio Value
$107,115.24
Total Return
+7.12%+$7,115.24
Invested
$51,433.36
Cash
$55,681.88
Today
+0.90%+$956.58
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$51,433.36

Performance

Portfolio
SPY
QQQ

Current Holdings

8 positions
NXENexGen Energy Ltd.
-1.97%
$4.39
$13.96
AcquiredApr 10
Signal81
Market Value$5,918.72
Cost Basis$6,037.88
-$119.16
WWDWoodward, Inc.
-11.14%
$162.85
$403.31
AcquiredApr 13
Signal26
Market Value$2,800.24
Cost Basis$3,151.20
-$350.96
BWXTBWX Technologies, Inc.
-14.68%
$99.63
$240.31
AcquiredApr 13
Signal36
Market Value$2,546.44
Cost Basis$2,984.41
-$437.97
PTCPTC Inc.
+4.47%
$130.89
$219.69
AcquiredApr 10
Signal3
Market Value$2,358.41
Cost Basis$2,257.60
+$100.81
LLYEli Lilly and Company
+21.66%
$623.78
$1,133.95
AcquiredMar 30
Signal8
Market Value$5,525
Cost Basis$4,541.25
+$983.75
GLGlobe Life Inc.
+8.46%
$111.13
$152.71
AcquiredApr 1
Signal10
Market Value$6,436.08
Cost Basis$5,933.97
+$502.11
HSICHenry Schein, Inc.
+3.57%
$61.95
$89.29
AcquiredApr 3
Signal19
Market Value$3,063.20
Cost Basis$2,957.60
+$105.60
AVGOBroadcom Inc.
+39.69%
$161.61
$414.61
AcquiredMar 20
Signal1
Market Value$22,785.27
Cost Basis$16,311.84
+$6,473.43

Recent Transactions

View all →

Watchlist

5 watching
COHRCoherent Corp.
$361.47Trigger: Conv 8 · -20% upside
CWCurtiss-Wright Corporation
$747.61Trigger: Conv 8 · -4% upside
LDOSLeidos Holdings, Inc.
$127.80Trigger: Conv 8 · +31% upside
METAMeta Platforms, Inc.
$632.51Trigger: Conv 8 · +35% upside
PMPhilip Morris International Inc.
$177.38Trigger: Conv 8 · +10% upside