5-minute live data setup
1Go to sheets.new to open a blank Google Sheet
2In cell
A1 paste the header row from the CovCap_Sheet_Template.txt file included in your download. Then paste the 36 ticker rows below it — all GOOGLEFINANCE formulas are pre-written.3Go to File → Share → Publish to web → pick your sheet tab → select Comma-separated values (.csv) → click Publish
4Copy the URL and paste it in the Google Sheet CSV URL bar above, then click Connect
5Manually fill columns K (Yield %), L (Fwd P/E), M (Analyst Target $) in the sheet for complete data. Google handles Price, Change, Cap, P/E, Beta, 52W automatically.
The sheet auto-updates during market hours. Click Refresh in the dashboard to pull the latest.
Positions
36
Target 20–40
Avg Weight
2.78%
Equal weighted
Avg Mkt Cap
—
Wtd average
Portfolio Beta
—
vs S&P 500
Avg Yield
—
Dividend
Avg P/E
—
Trailing
All 36 Positions
Connect Google Sheet to load live data
| Ticker | Name | Sector | Price | Day % | Mkt Cap | Yield | Trl P/E | Fwd P/E | 52W Low | 52W High | Target | Upside | Weight | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Connect Google Sheet above to load live data | ||||||||||||||
Google Finance via Sheets · Price · Day% · Mkt Cap · P/E · Beta · 52W auto-populated · Yield, Fwd P/E, Target = manual entries in sheet · Click any column to sort
Sectors
11/11
All represented
Tech Weight
19.4%
vs 30.5% S&P
Largest OW
Healthcare
vs S&P 500
Largest UW
Technology
vs S&P 500
Defensive
30.6%
Hlth+Util+Stap
Cyclical
33.3%
Fin+CD+Ind+Mat
Portfolio vs S&P 500
Portfolio
S&P 500
Holdings by Sector
Submit Partner Idea
Ticker
Action
Partner
Sector
Analyst Upside Est.
Conviction (1–5)
Investment Thesis
No trade until partner-approved and journaled
Active Ideas Under Discussion
No ideas yet. Submit one above.
Trade Journal
2025-09-12
BUYDOCU — Initiated Position
DocuSign added as enterprise software infrastructure play. Analyst consensus shows 15%+ upside. Company FCF-positive, management stabilized post-leadership transition, trading below historic PE multiples. Dominant e-signature moat with high switching costs. Fills SaaS gap in Technology sleeve.
2025-06-03
BUYCRSP — Initiated (High Flyer / Sprinkle)
CRISPR Therapeutics added as portfolio's primary speculative position. Casgevy creates first commercial revenue; pipeline optionality substantial. Equal weight limits downside. Not held for yield or current PE — held for ownership in transformative gene-editing platform with first-mover advantages.
Watchlist — Candidates Not Yet In Portfolio
Ticker
Why Watching
Priority
Partner
Watch NamesLive data pulled from sheet if ticker matches
| Ticker | Why Watching | Priority | Partner | Price | Mkt Cap | P/E | Beta | |
|---|---|---|---|---|---|---|---|---|
| No names on watchlist yet. | ||||||||
Rebalances YTD
0
Target 0–3/year
Last Rebalance
—
Date
Pending Proposals
0
Awaiting approval
Next Review
Q3 2026
Suggested window
Proposed Actions
No proposals. Use AI Draft or add manually below.
Ticker
Action
Rationale
Rebalance History
No completed rebalances yet.
Portfolio Beta
—
Equal-wtd avg
Avg Div Yield
—
Income return
Avg Fwd P/E
—
NTM earnings
Avg Trl P/E
—
LTM earnings
High Flyers
1
CRSP · max 2–3
Mega Cap
—
>$500B positions
Beta LadderLow → High
Load data to populate
Yield LadderHigh → Low
Load data to populate
Partner AI Portfolio Review
CLAUDE-POWERED
Select an analysis above.
Universe
—
Total tickers
In Portfolio
36
Highlighted blue
Filtered Results
—
Matching filters
Last Refresh
—
Screener data age
Screener Data Source
Screener data source is configured in the panel above.
Sector
Min Upside %
Max Fwd P/E
Min Yield %
Max Beta
Min Mkt Cap
Thematic
Screener Results
Blue = in your portfolio · Always visible even when filtered · Click column to sort
| Ticker | Name | Sector | Price | Day % | Mkt Cap | Trl P/E | Fwd P/E | 52W Low | 52W High | Yield | Beta | Target | Upside | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Connect a Screener Sheet above to load data | ||||||||||||||
Blue rows = current portfolio holdings · Pinned rows stay visible regardless of active filters