Designed for growth
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
MSFTMicrosoft | 14.83% | â–²26.66% | 62 | Buy | Oct 27, 2026 | |
METAMeta Platforms | 0.35% | â–¼11.00% | 40 | Sell | Oct 27, 2026 | |
GSGoldman Sachs Group | 6.36% | â–²10.35% | 25 | Buy | Oct 27, 2026 | |
SPCXSpaceX | 2.87% | â–¼8.85% | 5 | Buy | Oct 27, 2026 | |
VOOVVanguard S&P 500 Value ETF | 10.56% | â–²2.52% | 30 | Sell | Oct 27, 2026 | |
LLYEli Lilly & Co | — | ▲10.31% | 2 | Close | Oct 26, 2026 | |
MRNAModerna | — | ▼0.02% | 2 | Close | Oct 26, 2026 | |
BLKBlackRock | — | ▲3.88% | 6 | Close | Oct 09, 2026 | |
CRWDCrowdStrike Holdings | 3.56% | â–¼0.75% | 3 | Open | Oct 09, 2026 | |
JNJJohnson & Johnson | 0.28% | â–¼1.39% | 6 | Open | Oct 09, 2026 | |
NVDANvidia | 11.63% | â–²117.99% | 63 | Buy | Oct 02, 2026 | |
GLDSPDR Gold Shares | — | ▼0.23% | 10 | Close | Oct 02, 2026 | |
INTCIntel | 3.27% | â–¼41.14% | 12 | Buy | Oct 02, 2026 | |
AAPLApple | 4.92% | â–¼0.43% | 43 | Buy | Sep 19, 2026 | |
TSLATesla | 0.28% | â–¼1.57% | 10 | Open | Sep 19, 2026 | |
MUMicron | 25.16% | â–²13.44% | 16 | Buy | Sep 19, 2026 | |
AVGOBroadcom | 0.31% | â–¼15.79% | 11 | Buy | Aug 21, 2026 | |
VOOVanguard S&P 500 ETF | — | ▲1.92% | 51 | Close | Aug 21, 2026 | |
GOOGLAlphabet Class A | 0.49% | â–¼20.61% | 12 | Sell | Aug 21, 2026 | |
GOOGAlphabet Class C | 0.34% | â–¼26.62% | 2 | Sell | Aug 21, 2026 |