Daily recap

$252,402.80
+$1,581.99 (+0.63%)Today
+$0.00 (+0.00%)After-hours
Current value $252,402.80
Low $53,307.47, high $53,880.39.
Holdings · DailyRanked by move
NVDANvidia Corporation
+$314.40+2.14%
GEVGE Vernova Inc.
+$144.16+1.96%
SMHVanEck Semiconductor ETF
+$337.94+1.72%
AVGOBroadcom Inc
+$221.13+1.28%
QQQInvesco QQQ Trust, Series 1
+$131.22+1.06%
SPMOInvesco S&P 500 Momentum ETF
+$212.36+0.86%
VOOVanguard S&P 500 ETF
+$270.66+0.64%
VTVanguard Total World Stock Inde
+$101.33+0.51%
SCHDSchwab US Dividend Equity ETF
+$54.77+0.18%
XLPConsumer Staples Select Sector SPDR Fund
-$20.67-0.17%
GLDMSPDR Gold MiniShares Trust
-$21.93-0.18%
ASMLASML Holding N.V. - New York Re
-$48.17-0.32%
INTCIntel Corporation
-$115.20-1.51%
Morning briefing
Thursday, July 16th

Loading summary...

+$53,854.35since 01/06/23
+25.07% all time
Profit mix
  • Open+$37,571.67
  • Realized+$7,241.72
  • Dividends+$9,040.97

Performance

Time-weighted return
+62.0%

Income

Annual income
$3,784.02
Portfolio yield
1.6%
Dividend growth
+6.6%

Why it's moving

NVIDIA is extending the portfolio's AI infrastructure sleeve as traders keep rewarding names with visible accelerator demand and improving gross-margin expectations.

NVDA+2.14%

GE Vernova is moving higher as investors continue to connect grid equipment backlogs with data-center power demand and utility capex.

GEV+1.96%

Categories

AI plays
SMH, AVGO, ASML, NVDA +1
$75,000.0029.7%30.0%
-0.3%-$731.97
Large Cap
VOO, VT, QQQ
$75,000.0029.7%30.0%
-0.3%-$731.97
Income
SCHD
$30,000.0011.9%12.0%
-0.1%-$277.64
Momentum
SPMO
$25,000.009.9%10.0%
-0.1%-$252.40
Cash
SPAXX
$14,902.805.9%5.0%
+0.9%+$2,271.63
Defensive
XLP
$12,500.005.0%5.0%
-0.1%-$126.20
Gold
GLDM
$12,500.005.0%5.0%
-0.1%-$126.20
Industrials
GEV
$7,500.003.0%3.0%
-0.0%-$75.72