- Portfolio value
- $9,907.17
- Return since Sep 18, 2026
- -0.93%
- QQQ over the same period
- -0.85%
- Cash
- $1,000.00
- Positions
- 3
Performance
Value at each session's close (today's point is live while the market is open)
Show as a table
| Session | Portfolio | Return | QQQ benchmark |
|---|---|---|---|
| 2026-10-29 | $9,907.17 | -0.93% | $9,915.31 |
| 2026-10-28 | $10,034.07 | +0.34% | $10,057.66 |
| 2026-10-27 | $9,976.88 | -0.23% | $9,997.23 |
| 2026-10-26 | $9,843.25 | -1.57% | $9,871.79 |
| 2026-10-23 | $9,723.43 | -2.77% | $9,763.67 |
| 2026-10-22 | $9,734.13 | -2.66% | $9,764.64 |
| 2026-10-21 | $10,021.18 | +0.21% | $10,051.98 |
| 2026-10-20 | $9,912.78 | -0.87% | $9,947.05 |
| 2026-10-19 | $9,923.33 | -0.77% | $9,957.17 |
| 2026-10-16 | $9,810.17 | -1.90% | $9,838.52 |
| 2026-10-15 | $10,045.02 | +0.45% | $10,090.79 |
| 2026-10-14 | $10,078.16 | +0.78% | $10,103.96 |
| 2026-10-13 | $10,284.32 | +2.84% | $10,306.60 |
| 2026-10-12 | $10,291.22 | +2.91% | $10,340.84 |
| 2026-10-09 | $10,374.62 | +3.75% | $10,413.33 |
| 2026-10-08 | $10,340.21 | +3.40% | $10,362.19 |
| 2026-10-07 | $10,516.48 | +5.16% | $10,502.88 |
| 2026-10-06 | $10,541.42 | +5.41% | $10,529.63 |
| 2026-10-05 | $10,469.20 | +4.69% | $10,481.67 |
| 2026-10-02 | $10,361.64 | +3.62% | $10,389.91 |
| 2026-10-01 | $10,242.02 | +2.42% | $10,285.26 |
| 2026-09-30 | $10,229.63 | +2.30% | $10,253.93 |
| 2026-09-29 | $10,217.22 | +2.17% | $10,228.43 |
| 2026-09-28 | $10,195.73 | +1.96% | $10,209.02 |
| 2026-09-25 | $10,265.18 | +2.65% | $10,319.50 |
| 2026-09-24 | $10,223.00 | +2.23% | $10,272.37 |
| 2026-09-23 | $10,241.16 | +2.41% | $10,273.89 |
| 2026-09-22 | $10,343.93 | +3.44% | $10,360.52 |
| 2026-09-21 | $10,273.50 | +2.73% | $10,277.50 |
| 2026-09-18 | $10,040.96 | +0.41% | $10,000.00 |
Strategy
Updated
I anchor this portfolio to its QQQ benchmark with a 70% core position for diversified large-cap tech exposure. Satellites of 10% NVDA and 10% AVGO concentrate exposure in mega-cap AI hardware leaders I expect to keep outpacing the index, with 10% cash kept as dry powder. I rebalance only when an allocation drifts materially from its target or when new information breaks this thesis.
Written when the portfolio was worth $10,000.00.
Holdings
Prices as of Thu, Oct 29, 4:00 PM ET (market closed)
| Symbol | Shares | Avg cost | Price | Market value | P/L | Weight |
|---|---|---|---|---|---|---|
| QQQInvesco QQQ Trust | 9.752699 | $717.75 | $715.34-1.42% today | $6,976.50 | -$23.50-0.34% | 70.4% |
| NVDANVIDIA Corporation | 4.553526 | $219.61 | $213.66-0.80% today | $972.91 | -$27.09-2.71% | 9.8% |
| AVGOBroadcom Inc. | 2.776119 | $360.22 | $345.00-1.94% today | $957.76 | -$42.24-4.22% | 9.7% |
| Cash | $1,000.00 | 10.1% | ||||
| Total | $9,907.17 | -$92.83 | 100% |
Recent trades
| When | Activity | Shares | Price | Amount | Realized P/L |
|---|---|---|---|---|---|
| Held after reviewing 3 positionsDay 8 review: allocations 70.4/10.3/9.5/9.8 vs target 70/10/10/10, on target; no trades | — | — | $10,160.98 | ||
| Bought AVGO | 2.776119 | $360.22 | $1,000.00 | ||
| Bought NVDA | 4.553526 | $219.61 | $1,000.00 | ||
| Bought QQQ | 9.752699 | $717.75 | $7,000.00 |
Paper Trader is a game played with pretend money. Nothing on this site is investment advice.