Portfolio
$41,290.31 across 6 positions · Nothing entered yet ·
the 2 Sep 2026 snapshot · targets are yours, measurement against them is oursPositionsdrift against your own targets
| Position | Value | Weight | Your target | Drift | Verdict | Gain or loss |
|---|---|---|---|---|---|---|
| Overvalued | ||||||
| Fairly valued | ||||||
| Undervalued | ||||||
| Fairly valued | ||||||
| Undervalued | ||||||
| Seriously undervalued | ||||||
| Cash |
FreeA free account keeps one portfolio of ten holdings, its timeline refreshed weekly with the letter; the health score and the findings come with it.Create a free account
No portfolio yet.Holdings have not been entered, imported or connected.Three ways in: manual entry, a CSV or statement, or a read-only broker connection.
Health · Main · Long-term kept read-only
Technology is 73% of equity against your 55% target; health is 61 of 100, down from 64.
Value$41,290Invested$32,258Gain+$7,074Holdings6 of 10
DriftUp from 66% a quarter ago; the eighteen-point gap to your target is the widest it has been this year. Measured against the targets you set, nothing else.
One driverFour holdings share one macro driver, AI capital spending. A single narrative reversal touches 84% of your equity.
ConcentrationOne name is 30% of the book and the top three are 70%. Measurement, not a suggestion.
61/ 100
Positionsdrift against your own targets · targets are yours to set
| Position | Value | Weight | Your target | Drift | Verdict | Gain or loss |
|---|---|---|---|---|---|---|
 NVDA10.29 sh · avg $804.00 | $12,390 | 30% | 20% | +10 pp | Overvalued19% | +$4,117 |
 MSFT18.68 sh · avg $408.00 | $9,495 | 23% | 20% | +3 pp | Fairly valued2% | +$1,874 |
 GOOGL34.51 sh · avg $175.00 | $7,019 | 17% | 15% | +2 pp | Undervalued18% | +$980 |
 AMZN20 sh · avg $201.00 | $4,286 | 10% | 10% | +0 pp | Fairly valued9% | +$266 |
 CMCSA120 sh · avg $31.20 | $3,241 | 8% | 10% | −2 pp | Undervalued30% | −$503 |
 PYPL40 sh · avg $64.00 | $2,900 | 7% | 10% | −3 pp | Seriously undervalued39% | +$340 |
| Cash | $1,959 | 5% | 5% |
Timelinethe alert stream filtered to what you ownweekly, with the letter
Three officers, EVP and two directors, bought $3.1M in the open market inside 48 hours, all discretionary, 9% of their holdings. Flagged 0.8 s after the third filing.
+$3.1Mlarge
Rep. Julia Halloran, House · OH-02, purchased $250K–$500K, the fourth member into MSFT this month, both parties.
$250K–$500Kmid-size
Your value zone, 20% under blended value, entered your zone at $30.88; now 30% below our base-case value.
$27.01small
Comcast, Board declaration, declared a quarterly dividend of $0.33, unchanged; ex-date 8 Oct, paid 22 Oct.
$0.33small
PlusThe live timeline is on Plus, the same rule as alerts: weekly on Free, the day it is filed on Plus.See plans
Goala projected date at the trailing return41% of $100,000 · March 2033
Target$100,000 by 2032
At $400 a monthprojected March 2033
Restated monthly; a projection of the trailing return, not a forecast of the market.
Connectionsread-only · 0 on Freenone
No broker connected.Connections are read-only and are the last of three import steps; manual entry and statement import come first.
Import holdings · sync state is always shown as it is.
Performance against a benchmark, the allocation X-ray, dividend cash-flow and one broker connection are on Plus; backtests on your own portfolio on Unlimited.Plans
No portfolio yet.Holdings have not been entered, imported or connected.Three ways in: manual entry, a CSV or statement, or a read-only broker connection.
Health · Main · 2 of 3 portfolios
Technology is 73% of equity against your 55% target; health is 61 of 100, down from 64.
Value$41,290Invested$32,258Gain+$7,074Holdings6 of 50
DriftUp from 66% a quarter ago; the eighteen-point gap to your target is the widest it has been this year. Measured against the targets you set, nothing else.
One driverFour holdings share one macro driver, AI capital spending. A single narrative reversal touches 84% of your equity.
ConcentrationOne name is 30% of the book and the top three are 70%. Measurement, not a suggestion.
61/ 100
Positionsdrift against your own targets · targets are yours to set
| Position | Value | Weight | Your target | Drift | Verdict | Gain or loss |
|---|---|---|---|---|---|---|
| NVDA10.29 sh · avg $804.00 | $12,390 | 30% | 20% | +10 pp | Overvalued19% | +$4,117 |
| MSFT18.68 sh · avg $408.00 | $9,495 | 23% | 20% | +3 pp | Fairly valued2% | +$1,874 |
| GOOGL34.51 sh · avg $175.00 | $7,019 | 17% | 15% | +2 pp | Undervalued18% | +$980 |
| AMZN20 sh · avg $201.00 | $4,286 | 10% | 10% | +0 pp | Fairly valued9% | +$266 |
| CMCSA120 sh · avg $31.20 | $3,241 | 8% | 10% | −2 pp | Undervalued30% | −$503 |
| PYPL40 sh · avg $64.00 | $2,900 | 7% | 10% | −3 pp | Seriously undervalued39% | +$340 |
| Cash | $1,959 | 5% | 5% |
Timelinethe alert stream filtered to what you ownlive
Three officers, EVP and two directors, bought $3.1M in the open market inside 48 hours, all discretionary, 9% of their holdings. Flagged 0.8 s after the third filing.
+$3.1Mlarge
Rep. Julia Halloran, House · OH-02, purchased $250K–$500K, the fourth member into MSFT this month, both parties.
$250K–$500Kmid-size
Your value zone, 20% under blended value, entered your zone at $30.88; now 30% below our base-case value.
$27.01small
Comcast, Board declaration, declared a quarterly dividend of $0.33, unchanged; ex-date 8 Oct, paid 22 Oct.
$0.33small
Performancetime-weighted · against S&P 500+18.4% one year · index +21.2%
One week+1.2% · +0.8%
One month+3.4% · +2.1%
Six months+9.8% · +11.6%
One year+18.4% · +21.2%
Three years+41.0% · +38.7%
Top drivers: NVDA +$4,113, MSFT +$1,875, GOOGL +$980, CMCSA −$503.
Exposureagainst benchmark weightssemiconductors 30% · index 11%
Semiconductors+19 pp
Software+26 pp
Retail+6 pp
Media+6 pp
Financial services−6 pp
Cash+5 pp
The open dot is the index weight, the filled dot yours; the figure is the gap in points. A gap is a measurement, not a suggestion.
Dividendscash-flow, this month and the next twelve$22.85 this month · $242.80 ahead
MSFT · $0.83 a share · ex 21 Aug$15.50 · 11 Sep
GOOGL · $0.21 a share · ex 9 Sep$7.25 · 16 Sep
NVDA · $0.01 a share · ex 11 Sep$0.10 · 2 Oct
CMCSA · $0.33 a share · ex 8 Oct$39.60 · 22 Oct
MSFT · $0.83 a share · ex 20 Nov$15.50 · 11 Dec
GOOGL · $0.21 a share · ex 8 Dec$7.25 · 15 Dec
+0.59% yield on value, +0.75% on cost.
No dividends to model.This company has never declared a dividend; capital is returned through buybacks only.The dividend view appears when a first dividend is declared.
Goala projected date at the trailing return41% of $100,000 · March 2033
Target$100,000 by 2032
At $400 a monthprojected March 2033
Restated monthly; a projection of the trailing return, not a forecast of the market.
Connectionsread-only · 1 on PlusInteractive Brokers synced 2 minutes ago
Interactive Brokerssynced 2 minutes agoImport holdings · sync state is always shown as it is.
Backtests on your own portfolio are on Unlimited.Plans
No portfolio yet.Holdings have not been entered, imported or connected.Three ways in: manual entry, a CSV or statement, or a read-only broker connection.
Health · Main · 2 of unlimited portfolios
Technology is 73% of equity against your 55% target; health is 61 of 100, down from 64.
Value$41,290Invested$32,258Gain+$7,074Holdings6 of unlimited
DriftUp from 66% a quarter ago; the eighteen-point gap to your target is the widest it has been this year. Measured against the targets you set, nothing else.
One driverFour holdings share one macro driver, AI capital spending. A single narrative reversal touches 84% of your equity.
ConcentrationOne name is 30% of the book and the top three are 70%. Measurement, not a suggestion.
61/ 100
Positionsdrift against your own targets · targets are yours to set
| Position | Value | Weight | Your target | Drift | Verdict | Gain or loss |
|---|---|---|---|---|---|---|
| NVDA10.29 sh · avg $804.00 | $12,390 | 30% | 20% | +10 pp | Overvalued19% | +$4,117 |
| MSFT18.68 sh · avg $408.00 | $9,495 | 23% | 20% | +3 pp | Fairly valued2% | +$1,874 |
| GOOGL34.51 sh · avg $175.00 | $7,019 | 17% | 15% | +2 pp | Undervalued18% | +$980 |
| AMZN20 sh · avg $201.00 | $4,286 | 10% | 10% | +0 pp | Fairly valued9% | +$266 |
| CMCSA120 sh · avg $31.20 | $3,241 | 8% | 10% | −2 pp | Undervalued30% | −$503 |
| PYPL40 sh · avg $64.00 | $2,900 | 7% | 10% | −3 pp | Seriously undervalued39% | +$340 |
| Cash | $1,959 | 5% | 5% |
Timelinethe alert stream filtered to what you ownlive
Three officers, EVP and two directors, bought $3.1M in the open market inside 48 hours, all discretionary, 9% of their holdings. Flagged 0.8 s after the third filing.
+$3.1Mlarge
Rep. Julia Halloran, House · OH-02, purchased $250K–$500K, the fourth member into MSFT this month, both parties.
$250K–$500Kmid-size
Your value zone, 20% under blended value, entered your zone at $30.88; now 30% below our base-case value.
$27.01small
Comcast, Board declaration, declared a quarterly dividend of $0.33, unchanged; ex-date 8 Oct, paid 22 Oct.
$0.33small
Performancetime-weighted · against S&P 500+18.4% one year · index +21.2%
One week+1.2% · +0.8%
One month+3.4% · +2.1%
Six months+9.8% · +11.6%
One year+18.4% · +21.2%
Three years+41.0% · +38.7%
Top drivers: NVDA +$4,113, MSFT +$1,875, GOOGL +$980, CMCSA −$503.
Exposureagainst benchmark weightssemiconductors 30% · index 11%
Semiconductors+19 pp
Software+26 pp
Retail+6 pp
Media+6 pp
Financial services−6 pp
Cash+5 pp
The open dot is the index weight, the filled dot yours; the figure is the gap in points. A gap is a measurement, not a suggestion.
Dividendscash-flow, this month and the next twelve$22.85 this month · $242.80 ahead
MSFT · $0.83 a share · ex 21 Aug$15.50 · 11 Sep
GOOGL · $0.21 a share · ex 9 Sep$7.25 · 16 Sep
NVDA · $0.01 a share · ex 11 Sep$0.10 · 2 Oct
CMCSA · $0.33 a share · ex 8 Oct$39.60 · 22 Oct
MSFT · $0.83 a share · ex 20 Nov$15.50 · 11 Dec
GOOGL · $0.21 a share · ex 8 Dec$7.25 · 15 Dec
+0.59% yield on value, +0.75% on cost.
No dividends to model.This company has never declared a dividend; capital is returned through buybacks only.The dividend view appears when a first dividend is declared.
Goala projected date at the trailing return41% of $100,000 · March 2033
Target$100,000 by 2032
At $400 a monthprojected March 2033
Restated monthly; a projection of the trailing return, not a forecast of the market.
Connectionsread-only · unlimited on UnlimitedInteractive Brokers synced 2 minutes ago
Interactive Brokerssynced 2 minutes ago
Trade Republicstatement 28 Aug
Trading 212re-authorisation neededImport holdings · sync state is always shown as it is.
Backtest this portfoliothirty years and named crisis windows, governedlast run 1 Sep · −31% in the 2008 window
Deflated Sharpe, trial ledger, out-of-sample embargo. No marketing arithmetic.
Design preview: illustrative figures throughout, invented and tied to no live run and no real company’s accounts. Analysis is not advice and nothing here is a recommendation to buy or sell any security.
Insider, fund and congressional disclosures are shown with the lag between transaction and filing, because that lag is part of what a row means. Valuations are model output under stated conventions, reproducible only from a run’s own recorded inputs, version and vintage.