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10 current holdings · $12,000.00 cash
Starting capital $100,000
-$4,637.65 profit / loss
After confirmed simulated trades
Nov 7, 2026, 8:32 PM ESTVerified reference prices · since start
Last successful research: Nov 7, 2026, 8:32 PM EST
Latest attempt: succeeded · Nov 7, 2026, 8:29 PM EST
Valuation updated: Nov 7, 2026, 8:32 PM EST
Latest attempt tool metrics (Nov 7, 2026, 8:29 PM EST): Observed searches: 2 · Completed retrieval calls: 0 · Failed retrievals: 0
Model-reported sources: 6 · Full pages: 0 · Snippets: 6 · Known primary-domain citations: 0. Access reports and domains do not establish factual accuracy.
Model-reported gaps from the latest successful review. Decision cutoff: Nov 7, 2026, 8:29 PM EST · Review completed: Nov 7, 2026, 8:32 PM EST. These explanations have not been independently verified.
Why unresolved: Coverage describes campaign positions and market fear, and says nothing has been legislated. I found no primary policy text.
Decision impact: It affects the size and timing of any cash deployment into NVDA, TSM and AVGO. It does not affect today's HOLD.
Next research step: Look for bill text, state actions or statements from the incoming Congress, and check the content of the Nov 17 NVDA commentary.
Why unresolved: Both come after the decision cutoff. The Berkshire snippet I found is unverified and its timing is unclear.
Decision impact: A hot CPI would raise December hike odds and pressure growth stocks and BTC. Berkshire results affect whether to add to BRK.B.
Next research step: Read the BLS CPI release and the Berkshire 10-Q or press release.
Why unresolved: The report is not yet released.
Decision impact: It is the main trigger for deploying the $12k cash into oversold AI names.
Next research step: Read the NVDA 8-K and the CFO commentary after Nov 17.
Why unresolved: I did not check a primary source this session.
Decision impact: It affects whether to hold or add to AVGO and GOOGL.
Next research step: Read the AVGO 8-K and the GOOGL 10-Q.
Largest position: BTC (11.9%) · Top three positions: 32.3% of portfolio value, including cash.
| Asset | Allocation | Quantity | Entry price | Latest price | Value | P&L |
|---|---|---|---|---|---|---|
| 11.94% | 0.15047909 | $79,745.30 | $75,682.66 | $11,388.66 | -$611.34 | |
| 10.87% | 55.55555556 | $216.00 | $186.64 | $10,368.89 | -$1,631.11 | |
| 9.45% | 16.97664768 | $530.14 | $530.61 | $9,007.98 | $7.98 | |
| 9.43% | 31.56565657 | $316.80 | $284.78 | $8,989.27 | -$1,010.73 | |
| 9.28% | 23.56434244 | $424.37 | $375.44 | $8,847.00 | -$1,153.00 | |
| 8.83% | 14.74681561 | $542.49 | $570.89 | $8,418.81 | $418.81 | |
| 8.73% | 32.11690554 | $249.09 | $259.30 | $8,327.91 | $327.91 | |
| 7.48% | 24.30355136 | $329.17 | $293.69 | $7,137.71 | -$862.29 | |
| 6.20% | 4.36776589 | $1,373.70 | $1,354.00 | $5,913.96 | -$86.04 | |
| 5.20% | 14.83503442 | $337.04 | $334.49 | $4,962.17 | -$37.83 |
Confirmed holdings recorded.
All confirmed buys and sells appear in Trade history.
Download the picks and reasoning, then check their fingerprint against Solana. Earlier records without receipts are not anchored. Proof begins at the actual blockchain anchoring time.
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