Portfolio Dashboard

Overview of positions, allocation, and cycle progress.

Last pick: 26 day(s) ago
This portfolio has a verifiable record·View record

Past performance does not guarantee future results. This is educational and informational content, not financial advice.

How we calculate returns · Our worst picks and what we learned

Transaction History

PRO
DateTickerTypeCyclePrice
2026-03-04UBSNew#1$39.76
2026-03-09VGKNew#1$84.64
2026-03-09VPLNew#1$100.53
2026-03-09ARMNew#1$117.63
2026-03-10ASBFYNew#1$25.13
2026-03-11AVGONew#2$342.69
2026-03-11ASMLNew#2$1390.20
2026-03-12AWKNew#2$138.25
2026-03-16CAIXYNew#2$3.69
2026-03-16ROLNew#2$55.33
2026-03-16GFINew#3$47.72
2026-03-17WALNew#3$68.16
2026-03-17SIEGYNew#3$126.60
2026-03-18AXAHYNew#3$45.09
2026-03-19BNew#3$37.40
2026-03-20BABANew#4$122.41
2026-03-23BACNew#4$47.52
2026-03-23BDXNew#4$156.23
2026-03-24FCXNew#4$56.48
2026-03-24LMTNew#4$610.17
2026-03-25NOCNew#5$691.43
2026-03-25GENew#5$288.68
2026-03-27HWMNew#5$227.90
2026-03-30BGNew#5$126.28
2026-03-30BIDUNew#5$106.60
2026-03-31BKNGNew#6$4204.22
2026-03-31BLKNew#6$962.11
2026-04-02BTINew#6$57.89
2026-04-02MDLZNew#6$57.03
2026-04-06ZTSNew#6$118.08
2026-04-06MLINew#7$112.67
2026-04-06ROPNew#7$360.46
2026-04-08BXNew#7$117.67
2026-04-08CAIXYRebuy#7$4.12
2026-04-08IEXNew#7$197.85
2026-04-09CALMNew#8$77.72
2026-04-10CCJNew#8$116.66
2026-04-14CRRFYNew#8$3.94
2026-04-14CDNSNew#8$293.32
2026-04-14PNRNew#8$90.81
2026-04-15MCDNew#9$306.26
2026-04-15WFAFYNew#9$26.73
2026-04-15ESLOYNew#9$122.75
2026-04-17CEGNew#9$295.49
2026-04-20CNINew#9$110.26
2026-04-20CICHYNew#10$22.66
2026-04-21COINNew#10$208.58
2026-04-21COSTNew#10$994.87
2026-04-22WFCNew#10$81.08
2026-04-23MMMNew#10$145.48
2026-04-24MCONew#11$457.97
2026-04-27GILDNew#11$129.83
2026-04-27AMKBYNew#11$11.51
2026-04-28CPNew#11$87.30
2026-04-28CRMNew#11$182.21
2026-05-04CRRFYRebuy#12$4.00
2026-05-04CSXNew#12$45.14
2026-05-04DENew#12$578.79
2026-05-04HCANew#12$429.01
2026-05-04HEINew#12$270.34
2026-05-05RHHBYNew#13$50.84
2026-05-05RTXNew#13$172.87
2026-05-06NUNew#13$14.50
2026-05-07DEONew#13$83.20
2026-05-13DHLGYNew#13$27.89
2026-05-13DHRNew#14$166.29
2026-05-13DIDIYNew#14$3.61
2026-05-13DLRNew#14$194.93
2026-05-13ECLNew#14$250.79
2026-05-13GSKNew#14$50.33
2026-05-18AXPNew#15$314.29
2026-05-18DOVNew#15$210.95
2026-05-18NTRNew#15$71.27
2026-05-18TNLNew#15$62.75
2026-05-19EADSYNew#15$50.12
2026-05-19DTEGYNew#16$33.82
2026-05-20ECLRebuy#16$244.96
2026-05-27WEGZYNew#16$8.61
2026-05-27AEMNew#16$176.60
2026-05-27HWMRebuy#16$262.50
2026-05-27TURNew#17$38.62
2026-05-27ITUBNew#17$7.97
2026-05-27EQIXNew#17$1068.51
2026-05-28AUKNYNew#17$24.55
2026-05-28FCXRebuy#17$63.23
2026-06-01FOXNew#18$57.44
2026-06-01FMXNew#18$118.71
2026-06-08LEUNew#18$167.07
2026-06-08FICONew#18$1144.02
2026-06-08BWXTNew#18$189.31
2026-06-08AUNew#19$83.96
2026-06-08SBSNew#19$5.35
2026-06-08FTNTNew#19$146.00
2026-06-08FLKRNew#19$60.10
2026-06-09GENew#19$324.65
2026-06-09GDNew#20$340.87
2026-06-10GFINew#20$33.60
2026-06-11GILDNew#20$121.79
2026-06-12EZANew#20$66.54
2026-06-16EISNew#20$125.61
2026-06-16BKHYYNew#21$119.33
2026-06-16VRTNew#21$314.20
2026-06-16XLENew#21$55.00
2026-06-17GISNew#21$34.25
2026-06-26HDNew#21$347.90
2026-06-26RIONew#22$94.45
2026-06-26WMTNew#22$117.03
2026-06-26HCARebuy#22$388.84
2026-06-26GOOGLNew#22$342.65
2026-06-26AMZNNew#22$227.39
2026-06-26COPXNew#23$75.71
2026-06-26HDBNew#23$25.42
2026-06-26HEINew#23$341.87
2026-06-30HONNew#23$231.35
2026-06-30HWMRebuy#23$271.99
2026-07-01IBMNew#24$286.25
2026-07-01ESLTNew#24$759.98
2026-07-06TERNew#24$386.58
2026-07-06VALENew#24$15.13
2026-07-06AIANew#24$138.69
2026-07-06TLGPYNew#25$17.10
2026-07-06IBNNew#25$29.81
2026-07-09IEXRebuy#25$220.84
2026-07-09IDCCNew#25$269.50
2026-07-09ITUBRebuy#25$8.14
2026-07-09KLACNew#26$239.02
2026-07-16EWYNew#26$166.68
2026-07-16MUNew#26$866.38
2026-07-16NVTNew#26$154.41
2026-07-16AMATNew#26$562.43
2026-07-16ONNew#27$88.95
2026-07-16KONew#27$83.50
2026-07-16KSANew#27$36.97
2026-07-23LLYNew#27$1146.62
2026-07-23ALCNew#27$66.40
2026-07-23TERRebuy#28$362.67
2026-07-23LEURebuy#28$170.00

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Current Cycle

New
1
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5

2 of 5 new stocks completed. 3 remaining.

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Active Positions

126

Watchlist

2

Avg Dividend

2.0%

Avg Potential

18%

Cycle

2 of 5 (New)

3 new picks remaining

Sector Allocation

Financials10% (12)
Technology13% (16)
Broad Market ETF2% (2)
Consumer Staples7% (9)
Utilities2% (3)
Industrials25% (31)
Materials3% (4)
Healthcare7% (9)
Communication Services4% (5)
Consumer Discretionary3% (4)
Energy2% (2)
Health Care1% (1)
Financial Services4% (5)
Consumer Cyclical3% (4)
Real Estate2% (2)
Basic Materials4% (5)
ETF7% (9)
Consumer Defensive2% (3)

Region Allocation

Europe18% (23)
North America60% (76)
Asia-Pacific4% (5)
Africa2% (3)
South America1% (1)
Asia5% (6)
Latin America4% (5)
Oceania2% (2)
Middle East3% (4)
Global1% (1)