Portfolio Value
$103,903.56
Total Return
+3.90%+$3,903.56
Invested
$48,221.68
Cash
$55,681.88
Today
0.00%$0
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$48,221.68

Performance

Portfolio
SPY
QQQ

Current Holdings

8 positions
NXENexGen Energy Ltd.
-11.22%
$4.39
$13.96
AcquiredApr 10
Signal99
Market Value$5,360.64
Cost Basis$6,037.88
-$677.24
WWDWoodward, Inc.
-13.73%
$162.85
$403.31
AcquiredApr 13
Signal29
Market Value$2,718.56
Cost Basis$3,151.20
-$432.64
BWXTBWX Technologies, Inc.
-33.66%
$99.63
$240.31
AcquiredApr 13
Signal70
Market Value$1,979.77
Cost Basis$2,984.41
-$1,004.64
PTCPTC Inc.
+17.27%
$130.89
$219.69
AcquiredApr 10
Signal0
Market Value$2,647.58
Cost Basis$2,257.60
+$389.98
LLYEli Lilly and Company
+27.36%
$623.78
$1,133.95
AcquiredMar 30
Signal3
Market Value$5,783.65
Cost Basis$4,541.25
+$1,242.40
GLGlobe Life Inc.
+22.21%
$111.13
$152.71
AcquiredApr 1
Signal0
Market Value$7,252.14
Cost Basis$5,933.97
+$1,318.17
HSICHenry Schein, Inc.
+21.45%
$61.95
$89.29
AcquiredApr 3
Signal5
Market Value$3,592
Cost Basis$2,957.60
+$634.40
AVGOBroadcom Inc.
+15.79%
$161.61
$414.61
AcquiredMar 20
Signal19
Market Value$18,887.34
Cost Basis$16,311.84
+$2,575.50

Recent Transactions

View all →

Watchlist

5 watching
COHRCoherent Corp.
$277.83Trigger: Conv 8 · +3% upside
CWCurtiss-Wright Corporation
$582.53Trigger: Conv 8 · +23% upside
LDOSLeidos Holdings, Inc.
$140.21Trigger: Conv 8 · +31% upside
METAMeta Platforms, Inc.
$572.34Trigger: Conv 8 · +50% upside
PMPhilip Morris International Inc.
$187.30Trigger: Conv 8 · +4% upside