Portfolio Value
$101,251.89
Total Return
+1.25%+$1,251.89
Invested
$45,570.01
Cash
$55,681.88
Today
-0.86%-$883.28
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$45,570.01

Performance

Portfolio
SPY
QQQ

Current Holdings

8 positions
NXENexGen Energy Ltd.
-29.02%
$4.39
$13.96
AcquiredApr 10
Signal147
Market Value$4,285.44
Cost Basis$6,037.88
-$1,752.44
WWDWoodward, Inc.
-16.61%
$162.85
$403.31
AcquiredApr 13
Signal32
Market Value$2,627.84
Cost Basis$3,151.20
-$523.36
BWXTBWX Technologies, Inc.
-40.32%
$99.63
$240.31
AcquiredApr 13
Signal86
Market Value$1,781.13
Cost Basis$2,984.41
-$1,203.28
PTCPTC Inc.
+45.32%
$130.89
$219.69
AcquiredApr 10
Signal0
Market Value$3,280.66
Cost Basis$2,257.60
+$1,023.06
LLYEli Lilly and Company
+38.40%
$623.78
$1,133.95
AcquiredMar 30
Signal0
Market Value$6,285.15
Cost Basis$4,541.25
+$1,743.90
GLGlobe Life Inc.
+19.45%
$111.13
$152.71
AcquiredApr 1
Signal2
Market Value$7,088.34
Cost Basis$5,933.97
+$1,154.37
HSICHenry Schein, Inc.
+16.82%
$61.95
$89.29
AcquiredApr 3
Signal8
Market Value$3,455.20
Cost Basis$2,957.60
+$497.60
AVGOBroadcom Inc.
+2.79%
$161.61
$414.61
AcquiredMar 20
Signal33
Market Value$16,766.25
Cost Basis$16,311.84
+$454.41

Recent Transactions

View all →

Watchlist

5 watching
COHRCoherent Corp.
$232.90Trigger: Conv 8 · +23% upside
CWCurtiss-Wright Corporation
$502.32Trigger: Conv 8 · +43% upside
LDOSLeidos Holdings, Inc.
$124.85Trigger: Conv 8 · +31% upside
METAMeta Platforms, Inc.
$709.33Trigger: Conv 8 · +21% upside
PMPhilip Morris International Inc.
$205.20Trigger: Conv 8 · -5% upside