Portfolio Overview

Full allocation, signal, and risk state

NAV

$306,035

Today

+0.24%

$728

MTD

+0.15%

vs Benchmark MTD

0.00%

Risk Status

STABLE

Holdings & Allocation

2026-03-03
Performance →

Invested

$216,035

Cash

$90,000

Positions

8

Cumulative Return

+3.70%

SymbolPortfolio WeightQtyLast PriceDaily P&LMkt Value
24.0%
242.1773$303.58
-$712-0.96%
$73,520
9.6%
44.7378$655.08
$68+0.23%
$29,307
8.9%
67.5306$403.93
$363+1.35%
$27,278
8.7%
179.3358$149.01
-$43-0.16%
$26,723
7.0%
101.9513$208.73
$35+0.16%
$21,280
5.6%
88.1099$196.05
$273+1.61%
$17,274
4.4%
49.6342$270.99
$502+3.88%
$13,450
2.4%
63.6342$113.19
$240+3.45%
$7,203
CASH29.4%------$90,000

Risk Monitor

Portfolio drawdown is 0.0%. Rolling Sharpe(90d) is n/a. CVaR95 is 0.0% (tail risk stable). Empirical size is 0.0%.

VaR 95

-0.85%

CVaR 95

-1.85%

Tail Risk

Normal

Concentration

Normal

Sharpe (90d)

0.00

Max Drawdown

-1.85%

Win Rate

57%

Position Events

Upcoming This Week

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