Overview
Value, trajectory, allocation, and what needs a decision today.
Portfolio performancevs S&P 500
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Live Markets
Allocation by position
Level checks
Smart Moneyinsider · weekly
Performance
Return over time, composition and concentration.
Composition & concentration
By sector
By geography
Tech concentration
Single-name weight vs cap
Realised gains + dividends by source
Positions
Every position and candidate. Tap any row for its plan, levels and live read.
| Position | Shares | Price | Day | Unreal. P/L | Weight |
|---|
Unrealised P/L by position
Cost basis vs market value
ActiveStagedWatchtap a row for its plan, levels and live read
Today
Live state, worked out from current prices every time you open it.
Needs a decision
Deployment queue
Closest levels
Coming up
Weights vs limits
The rulebookCaps, entry and sizing, hedges, the AI warning monitor, guardrails, review cadence
Where the money sits, against target
By roleWhat job each name does
By horizonHow long it is held
Targets: AI 40–45% (of equity + cash), income 10–12%, healthcare/biotech 12–15% (biotech ≤10%, XLV 4–5%), gold 3–4%, CEG ≤7%. Unfilled names (Franklin, XLV, CEG) read 0% — that gap is the deployment signal. Index/growth/horizon splits are proposed defaults.
Standing rules
Long-term fund sleeve
MU sell ladder