> 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 $102,749.80
Total Return +2.7% ($+2,749.80)
Last Updated 2026-03-13

Portfolio Value Over Time

Sector Allocation

Sector Value Breakdown

Top 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
CRWD Cybersecurity 4 $1,539.44 $1,767.12 +14.8%
PANW Cybersecurity 11 $1,651.65 $1,837.16 +11.2%
MRVL Chip Supply Chain 23 $1,859.78 $2,020.78 +8.7%
PLTR Enterprise Software 11 $1,596.87 $1,660.45 +4.0%
CVX Energy 8 $1,516.80 $1,574.56 +3.8%

Bottom 5 Performers

Ticker Sector Shares Cost Basis Current Value Return
MCHP Analog & Embedded Chips 26 $1,932.06 $1,610.44 -16.6%
UAL Airlines 15 $1,548.15 $1,299.00 -16.1%
UPS Logistics 14 $1,601.88 $1,360.94 -15.0%
GS Finance 1 $861.70 $782.21 -9.2%
FDX Logistics 3 $1,161.75 $1,055.04 -9.2%

Portfolio Events

2025-11-11 Inception $100,000 -> 59 positions (1 zero-share), $99,295.39 invested, $704.61 cash
2025-12-31 Year-End Rebalance Rebalanced $98,205.60 across 62 positions, $739.15 cash
2026-03-02 Ticker Added Added INTC, HPE, CSCO, MCHP, TXN. Rebalanced $105,104.86 across 67 positions (68 tickers), $775.62 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.