> 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 $131,708.53
Total Return +31.7% ($+31,708.53)
Last Updated 2026-05-29

Portfolio Value Over Time

Sector Allocation

Sector Value Breakdown

Top 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
ARM Chip Supply Chain 13 $1,616.81 $4,592.77 +184.1%
DELL Infrastructure 10 $1,535.50 $4,209.10 +174.1%
AMD Chip Supply Chain 7 $1,390.34 $3,612.70 +159.8%
MRVL Chip Supply Chain 23 $1,859.78 $4,715.00 +153.5%
INTC Chip Supply Chain 49 $2,229.50 $5,619.32 +152.0%

Bottom 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
LMT Defense & Aerospace 2 $1,353.40 $1,060.90 -21.6%
MCD Food & Restaurant 4 $1,331.84 $1,116.80 -16.1%
RTX Defense & Aerospace 7 $1,485.12 $1,257.62 -15.3%
TMUS Telecom 7 $1,512.77 $1,312.71 -13.2%
AMGN Biotech 3 $1,157.10 $1,010.37 -12.7%

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.