Model
Portfolio
A concentrated tech portfolio combining fundamental quality with momentum signals. Every trade is logged with full transparency.
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Since
$45,000
Invested
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Current Value
Total Return
Annual Return
Alpha
Win Rate
Beta
Max DD
Sharpe
Sortino
Investment Strategy
Tech & AI
Focus
AI infrastructure, cloud computing, semiconductors
2–5%
Entry Size
Core holdings scale to 10–15%
8–15
Positions
Concentrated, high-conviction portfolio
Performance vs
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0 / 18
Portfolio
S&P 500 (SPY)
Entry
Exit
Returns by Period
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Downside Correlation 90D Stress Days
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How holdings move together on down days. Regular correlation is irrelevant — what matters is whether your stocks all crash at the same time.
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Latest Trades Last 4
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Holdings -- PositionsLIVE
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Value ($)
Click slice for details
Shares
Avg Cost
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Price
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Value
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Return
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Weight
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Current Watchlist 10 Stocks
| Stock | Thesis | Price | 20D Chg | P/E | RSI | Upside | Technical | Valuation |
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