> 2ndOcean_
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Disclaimer

This is a simulation (hypothetical trading) and not investment advice. Dividends not included. Past performance does not guarantee future results.

Inception Date 2025-11-11
Initial Capital $100,000
Current Value $122,701.71
Total Return +22.7% ($+22,701.71)
Last Updated 2026-05-20

Portfolio Value Over Time

Sector Allocation

Sector Value Breakdown

Top 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
INTC Chip Supply Chain 49 $2,229.50 $5,829.04 +161.5%
MRVL Chip Supply Chain 23 $1,859.78 $4,296.40 +131.0%
AMD Chip Supply Chain 7 $1,390.34 $3,133.06 +125.3%
ARM Chip Supply Chain 13 $1,616.81 $3,337.49 +106.4%
CRWD Cybersecurity 3 $1,154.58 $1,950.33 +68.9%

Bottom 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
LMT Defense & Aerospace 2 $1,353.40 $1,045.18 -22.8%
RTX Defense & Aerospace 7 $1,485.12 $1,223.95 -17.6%
MCD Food & Restaurant 4 $1,331.84 $1,121.08 -15.8%
AMGN Biotech 3 $1,157.10 $994.71 -14.0%
UPS Logistics 15 $1,716.30 $1,483.05 -13.6%

Portfolio Events

2025-11-11 Inception $100,000 -> 63 positions (0 zero-share), $99,325.94 invested, $674.06 cash
2025-12-31 Year-End Rebalance Rebalanced $98,287.57 across 63 positions, $714.14 cash
2026-03-02 Ticker Added Added INTC, HPE, CSCO, MCHP, TXN. Rebalanced $104,679.75 across 68 positions (68 tickers), $767.07 cash
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Disclaimer

This is a simulation (hypothetical trading) and not investment advice. Dividends not included. Past performance does not guarantee future results.