> 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 $128,242.53
Total Return +28.2% ($+28,242.53)
Last Updated 2026-07-21

Portfolio Value Over Time

Sector Allocation

Sector Value Breakdown

Top 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
AMD Chip Supply Chain 7 $1,390.34 $3,811.01 +174.1%
DELL Infrastructure 10 $1,530.76 $4,041.50 +164.0%
MRVL Chip Supply Chain 22 $1,777.59 $4,575.12 +157.4%
ARM Chip Supply Chain 13 $1,616.81 $3,766.49 +133.0%
INTC Chip Supply Chain 46 $2,093.00 $4,850.70 +131.8%

Bottom 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
ACN IT Services 7 $1,412.41 $986.02 -30.2%
NFLX Media & Entertainment 17 $1,650.53 $1,167.39 -29.3%
LMT Defense & Aerospace 2 $1,344.60 $1,014.18 -24.6%
MCD Food & Restaurant 4 $1,322.87 $1,055.64 -20.2%
SMCI Infrastructure 79 $2,514.57 $2,014.50 -19.9%

Portfolio Events

2025-11-11 Inception $100,000 -> 63 positions (0 zero-share), $99,314.23 invested, $685.77 cash
2025-12-31 Year-End Rebalance Rebalanced $98,355.20 across 63 positions, $721.42 cash
2026-03-02 Ticker Added Added INTC, HPE, CSCO, MCHP, TXN. Rebalanced $104,717.02 across 68 positions (68 tickers), $742.23 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.