> 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 $108,235.34
Total Return +8.2% ($+8,235.34)
Last Updated 2026-04-15

Portfolio Value Over Time

Sector Allocation

Sector Value Breakdown

Top 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
MRVL Chip Supply Chain 23 $1,859.78 $3,095.80 +66.5%
INTC Chip Supply Chain 49 $2,229.50 $3,182.06 +42.7%
AMD Chip Supply Chain 7 $1,390.34 $1,806.84 +30.0%
ARM Chip Supply Chain 13 $1,616.81 $2,071.42 +28.1%
AVGO Chip Supply Chain 4 $1,275.28 $1,586.88 +24.4%

Bottom 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
SMCI Infrastructure 79 $2,514.57 $2,155.91 -14.3%
NOW Enterprise Software 16 $1,750.72 $1,507.04 -13.9%
TMUS Telecom 7 $1,512.77 $1,331.33 -12.0%
ZS Cybersecurity 10 $1,485.80 $1,310.10 -11.8%
LLY Healthcare 1 $1,017.97 $905.03 -11.1%

Portfolio Events

2025-11-11 Inception $100,000 -> 60 positions (0 zero-share), $99,312.31 invested, $687.69 cash
2025-12-31 Year-End Rebalance Rebalanced $98,342.93 across 63 positions, $724.74 cash
2026-03-02 Ticker Added Added INTC, HPE, CSCO, MCHP, TXN. Rebalanced $104,744.15 across 68 positions (68 tickers), $770.91 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.