Portfolio

Everything about the active book — overview, scorecard, earnings, and risk.

Portfolio Overview · snapshot · analytics · sector mix · holdings

The active book — 15 holdings plus cash. Names sourced from the visualizer model carry a separate tag in the attribution below (currently MU, VST, TLN); the rest were held before the model surfaced them. Weights are computed live from shares × today’s price, so book drift updates automatically as prices move. Sector mix and concentration are equity-only; cash shows separately. Same section ordering as the Alpha Zone page so the two read as siblings.

Book today
Book MTD
Book YTD
SPY MTD
SPY YTD
Book − SPY MTD
Book − SPY YTD
AZ contrib YTD
AZ share of YTD
5y target
5y target · ann
Positions0
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