Total Assets
$121,896
Jul 27, 2026
Invested Value
$88,254
72.4%
Cash Balance
$33,642
27.6%
Positions
12
Active holdings
Performance
Total assets over time
Gain ratios calculated from Mar 26, 2026 to Jul 27, 2026
AI Portfolio
+21.9%
Mar 26, 2026 to Jul 27, 2026
SPY
+14.6%
Mar 26, 2026 to Jul 27, 2026
QQQ
+18.9%
Mar 26, 2026 to Jul 27, 2026
Holdings Book
Current positions
As of Jul 27, 2026
JNJ
21.1%
Johnson & Johnson
JNJ
21.1%
$18,617
TSM
18.1%
$15,964
CVX
8.8%
$7,790
XOM
8.8%
$7,739
ABBV
8.7%
$7,707
NVDA
8%
$7,074
BLK
6%
$5,311
Other positions
20.5%
$18,053
Portfolio Distribution
Sector allocation
Healthcare
29.3%
Total
Healthcare
29.3%
$35,708
Cash
27.6%
$33,642
Technology
21%
$25,622
Energy
12.7%
$15,529
Financial Services
9.3%
$11,395
Industry View
Top exposures
Drug Manufacturers - General
35.3%
Semiconductors
26.1%
Oil & Gas Integrated
17.6%
Asset Management
6%
Healthcare Plans
5.2%
Credit Services
4.5%
Ledger