Dashboard

Portfolio overview, signals, and research at a glance

4BD

Portfolio Value

$92,211.30

$67,211.30 holdings · $25,000.00 cash

Active Signals

5

across 5 watchlist names

Risk Exposure

Elevated

VTI, SCHD, MSFT, NVDA, AAPL above 5% single-stock limit

Cash Reserve

27.1%

$25,000.00 available

Signal Watchlist

Main Watchlist — decision-support signals, not orders

TickerCompanyPriceChange %SignalTotal ScoreSectorRisk
NVDANVIDIA Corporation$135.40+2.3%Buy Watch84TechnologyHigh
MSFTMicrosoft Corporation$432.10+0.8%Core Hold81TechnologyMedium
CRWDCrowdStrike Holdings, Inc.$358.20-1.5%Watch63TechnologyHigh
VTIVanguard Total Stock Market ETF$278.60+0.4%Core ETF78ETFLow
SCHDSchwab U.S. Dividend Equity ETF$27.85+0.2%Core ETF75ETFLow

Strategies

Quality Growth

Active

High-quality compounders with durable revenue growth and strong margins, screened for reasonable valuation.

Metric

Avg total score 82

Momentum Breakout

Monitoring

Stocks confirming relative-strength breakouts on improving 3- and 12-month price trends.

Metric

3 candidates flagged

Dividend Compounder

Active

Durable dividend payers with sustainable payout ratios for the income sleeve.

Metric

Yield 3.5% (SCHD)

Core ETF Allocation

Active

Broad-market index core that anchors the portfolio toward the ETF allocation target.

Metric

Target 80% core

AI Research Brief Preview

Research summaries for decision support — not buy or sell instructions

MSFTMicrosoft Corporation

Research summary

Microsoft pairs a durable enterprise software franchise with cloud scale and a broad AI distribution channel via Copilot and Azure.

Bull case

Recurring revenue base, Azure growth re-acceleration, and AI monetization across the productivity suite.

Bear case

Heavy AI capex weighs on near-term free cash flow; cloud growth could decelerate if enterprise budgets tighten.

Key risks

Regulatory scrutiny, capex intensity, and competitive cloud pricing.

Catalysts

Azure growth prints, Copilot seat adoption, and capital-return updates.

Research only

Moderate-to-high confidence on franchise quality; valuation is full. For research only, not investment advice.

NVDANVIDIA Corporation

Research summary

NVIDIA remains the reference platform for AI accelerators, with data-center demand driving record revenue growth and margins.

Bull case

Sustained AI infrastructure buildout, software/ecosystem lock-in (CUDA), and expanding networking + systems attach.

Bear case

Valuation prices in continued hyper-growth; customer concentration and potential digestion of data-center capex could pressure results.

Key risks

Cyclical demand swings, export-control exposure, and rising competition from custom silicon.

Catalysts

Upcoming earnings, next-gen platform shipments, and hyperscaler capex guidance.

Research only

Moderate confidence — high-quality fundamentals offset by valuation sensitivity. For research only, not investment advice.

Risk Policy

balanced tolerance · mixed style

Max single stock allocation5.0%
Max active allocation20.0%
Stop-loss review threshold-8.0%
ETF core allocation target80.0%

Alerts

4 open · needs review

View all

MSFT is well above your 5% single-stock review limit — review concentration.

criticalMSFT · Allocation over limit

NVDA exceeds your 5% single-stock review limit — review allocation.

warningNVDA · Allocation over limit

CRWD risk score increased to 71 — added volatility flagged for review.

warningCRWD · Risk score increased

NVDA earnings date approaching — review position sizing before the report.

infoNVDA · Earnings approaching