Total Assets
$128,973
Sep 4, 2026
Invested Value
$122,357
94.9%
Cash Balance
$6,617
5.1%
Positions
17
Active holdings
Performance
Total assets over time
Gain ratios calculated from Mar 26, 2026 to Sep 4, 2026
AI Portfolio
+29%
Mar 26, 2026 to Sep 4, 2026
SPY
+19.4%
Mar 26, 2026 to Sep 4, 2026
QQQ
+25.3%
Mar 26, 2026 to Sep 4, 2026
Holdings Book
Current positions
As of Sep 4, 2026
TSM
16.5%
Taiwan Semiconductor Manufacturing Company Limited
TSM
16.5%
$20,159
JNJ
15.7%
$19,266
MSFT
9%
$10,993
UNH
8.1%
$9,929
V
8%
$9,752
ABBV
6.3%
$7,694
ABT
5.3%
$6,500
Other positions
31.1%
$38,065
Portfolio Distribution
Sector allocation
Healthcare
37.8%
Total
Healthcare
37.8%
$48,762
Technology
31.8%
$41,065
Financial Services
17.9%
$23,079
Cash
5.1%
$6,617
Consumer Cyclical
3.5%
$4,549
Energy
2.6%
$3,338
Communication Services
1.2%
$1,565
Industry View
Top exposures
Drug Manufacturers - General
24.9%
Semiconductors
20.6%
Credit Services
10.3%
Software - Infrastructure
9%
Healthcare Plans
8.1%
Medical Devices
5.3%
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