Net Worth
$114,558
Total Return
+14.56%
$14,558
Peak Value
$115,494
Dec 11, 2025
Max Drawdown
-3.49%
-$3,981
Performance Over Time
Current Holdings
| Symbol | Shares | % Portfolio | Price | Value | Gain/Loss |
|---|---|---|---|---|---|
GBILBUY | 73 | 6% | $99.93 +0.02% | $7,295 | $2.92 +0.04% |
SJNKBUY | 291 | 7% | $25.31 -0.04% | $7,365 | $119.46 +1.65% |
VIGBUY | 232 | 45% | $219.83 -0.74% | $51,001 | $6,431 +14.43% |
VTIBUY | 71 | 21% | $335.34 -0.74% | $23,809 | $4,165 +21.20% |
VXUSBUY | 309 | 21% | $75.44 -0.42% | $23,311 | $3,143 +15.58% |
Portfolio Allocation
GBIL6%
SJNK7%
VIG45%
VTI21%
VXUS21%
Performance Metrics
Win Rate43.1%
Volatility (σ)0.45%
Days at #10
Best Day$2,058
Worst Day-$2,178
Streaks
Longest Win Streak8 days
Longest Lose Streak6 days
Current Streak2 losses
Transaction History
Filter:14 transactions
| Date | Symbol | Type | Shares | Price | Total |
|---|---|---|---|---|---|
| May 5, 2025 | VIG | Buy | 24 | $191.21 | $4,589 |
| May 3, 2025 | FLTR | Buy(Cancelled) | 159 | — | — |
| May 3, 2025 | FLTR | Buy(Cancelled) | 216 | — | — |
| May 3, 2025 | GBIL | Buy | 73 | $99.89 | $7,292 |
| May 3, 2025 | SJNK | Buy | 291 | $24.9 | $7,246 |
| May 3, 2025 | VXUS | Buy | 309 | $65.27 | $20,168 |
| May 3, 2025 | VIG | Buy | 208 | $192.22 | $39,982 |
| May 3, 2025 | VTI | Buy | 71 | $276.68 | $19,644 |
| May 3, 2025 | VIG | Buy(Cancelled) | 206 | — | — |
| May 3, 2025 | IEV | Buy(Cancelled) | 165 | — | — |
| May 3, 2025 | IEV | Buy(Cancelled) | 317 | — | — |
| May 3, 2025 | VXUS | Buy(Cancelled) | 308 | — | — |
| May 3, 2025 | VIG | Buy(Cancelled) | 209 | — | — |
| May 3, 2025 | VTI | Buy(Cancelled) | 90 | — | — |