Portfolio

Overview

As of May 7, 2026

Total Value

$1,247,381

+22.38%vs. cost basis

Day P&L

+$5,842

+0.47%since previous close

YTD Return

+$228,141

+22.38%year-to-date

Sharpe Ratio

1.84

↑ 1.84risk-adjusted return

Performance

90-day view

Top Holdings

MSFT

10.7% allocation

$415.22

↑ 0.84%

BRK.B

21.8% allocation

$367.44

↑ 0.21%

NVDA

19.8% allocation

$884.65

↑ 2.14%

13.9% allocation

$271.18

↓ 0.32%

JNJ

11.6% allocation

$162.48

↑ 0.08%

Positions

Ticker	Name	Shares	Avg Cost	Price	Day	P&L	Alloc
MSFT	Microsoft Corporation	320	$318.40	$415.22	↑ 0.84%	+$30,982 +30.41%	10.7%
BRK.B	Berkshire Hathaway B	1,480	$298.10	$367.44	↑ 0.21%	+$102,623 +23.26%	21.8%
NVDA	NVIDIA Corporation	280	$512.80	$884.65	↑ 2.14%	+$104,118 +72.51%	19.8%
V	Visa Inc.	640	$224.60	$271.18	↓ 0.32%	+$29,811 +20.74%	13.9%
JNJ	Johnson & Johnson	890	$154.20	$162.48	↑ 0.08%	+$7,369 +5.37%	11.6%
AMZN	Amazon.com Inc.	460	$162.40	$188.42	↓ 0.57%	+$11,969 +16.02%	7.0%
BLK	BlackRock Inc.	180	$742.30	$832.14	↑ 0.62%	+$16,171 +12.10%	12.0%
NEE	NextEra Energy Inc.	1,200	$54.80	$60.22	↓ 0.15%	+$6,504 +9.89%	5.8%