Total Assets
$128,524
Oct 23, 2026
Invested Value
$111,114
86.5%
Cash Balance
$17,410
13.5%
Positions
12
Active holdings
Performance
Total assets over time
Gain ratios calculated from Mar 26, 2026 to Oct 23, 2026
AI Portfolio
+28.5%
Mar 26, 2026 to Oct 23, 2026
SPY
+17.8%
Mar 26, 2026 to Oct 23, 2026
QQQ
+22.8%
Mar 26, 2026 to Oct 23, 2026
Holdings Book
Current positions
As of Oct 23, 2026
MSFT
17.9%
Microsoft Corporation
MSFT
17.9%
$19,931
TSM
13.9%
$15,485
UNH
11.7%
$12,961
V
11%
$12,238
ABBV
10.3%
$11,426
ISRG
8.1%
$9,046
NVDA
5.7%
$6,329
Other positions
21.3%
$23,699
Portfolio Distribution
Sector allocation
Healthcare
33%
Total
Healthcare
33%
$42,403
Technology
32.5%
$41,745
Financial Services
16.3%
$20,947
Cash
13.5%
$17,410
Consumer Defensive
4.7%
$6,020
Industry View
Top exposures
Semiconductors
19.6%
Software - Infrastructure
17.9%
Drug Manufacturers - General
14.9%
Credit Services
13.8%
Healthcare Plans
11.7%
Medical Instruments & Supplies
8.1%
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