Positions
36
Target 20–40
Avg Weight
2.78%
Equal weighted · 36 holdings
Avg Mkt Cap
—
S&P 500: ~$900B
Portfolio Beta
—
vs S&P 500
Avg Yield
—
S&P 500: 1.35%
Avg P/E
—
S&P 500: 23.1x
S&P 500 benchmarks as of May 2026 ·
All 36 Positions
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| 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
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Ticker
Action
Partner
Sector
Analyst Upside Est.
Conviction (1–5)
Investment Thesis
No trade until partner-approved and journaled
Active Ideas Under Discussion
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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 | Sector | Price | Mkt Cap | P/E | Upside | |
|---|---|---|---|---|---|---|---|---|
| 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
Exchange Out
Account Type
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
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Yield LadderHigh → Low
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Partner AI Portfolio Review
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Universe
—
Total tickers
In Portfolio
36
Highlighted blue
Filtered Results
—
Matching filters
Last Refresh
—
Screener data age
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Data source:
Index list updated: May 2026
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