Vantage — Portfolio Dashboard

📊 Portfolio

Total Value

$241,816.86

Cash Balance

$14,298.17

Stock/ETF Value

$227,518.69

Today's Change

$-647.72

-0.27%

Since Inception

$57,608.51

+31.27%

🕐 Last synced: Just now

🏦 Brokerage

Purpose: Tactical Trading

$69,664.82 (28.8%)

16 positions $62,185.82 stocks

🏛️ Traditional IRA

Purpose: Balanced Core

$152,301.00 (63.0%)

5 positions $150,667.74 stocks

🎯 Roth IRA

Purpose: Growth Engine

$19,851.04 (8.2%)

2 positions $14,665.13 stocks

📈 Portfolio Performance

📊 All Holdings

Symbol ↕	Name ↕	Account ↕	Quantity ↕	Price ↕	Value ↕	Gain/Loss ↕	Gain % ↕	Actions

⚖️ Rebalancing

📊 Portfolio Balance

Continue monitoring

✅ All Safe

📈 Stock Balance

2 Alerts

SPYM SPDR Portfolio S&P 500 ETF

16.1% $36,581

⚠️ SPYM (SPDR Portfolio S&P 500 ETF) is 16.1% of portfolio - exceeds warning threshold (15%)

Recommendation: Monitor SPYM position - consider trimming if it exceeds 20%

SPMO Invesco S&P 500 Momentum ETF

16.0% $36,459

⚠️ SPMO (Invesco S&P 500 Momentum ETF) is 16.0% of portfolio - exceeds warning threshold (15%)

Recommendation: Monitor SPMO position - consider trimming if it exceeds 20%

📚 About Concentration Risk

Safe Zone (0-15%): Well-diversified, minimal company-specific risk
Watch Zone (15-20%): Monitor closely, be ready to trim if fundamentals weaken
Danger Zone (20%+): Too concentrated, one company's problem becomes your problem

At age 48 with 17 years to retirement, you can handle some concentration in high-conviction positions, but individual stocks should rarely exceed 15% of portfolio value.

🎯 Roth IRA Strategy: Aggressive Growth

30+ year horizon • Tax-free gains • $7,000 annual contribution limit

2026 Contribution Status

$19,851.04 contributed

$0.00 Remaining Room

-183.6% To Max 2026

Weekly Auto-Invest: Not configured

Automatically max your Roth every year starting Jan 1, 2026

Target Allocation (When Fully Funded)

NVDA - NVDA Target: 34%

$0.00 (0.0%)

QQQ - QQQ Target: 29%

$0.00 (0.0%)

CRSP - CRSP Target: 15%

$0.00 (0.0%)

IONQ - IONQ Target: 10%

$0.00 (0.0%)

CVX - CVX Target: 7%

$0.00 (0.0%)

CASH - Cash Reserve Target: 5%

$5,185.91 (26.1%)

Next Steps:

Deposit remaining $0.00 by Dec 31 to max 2026
Place orders for remaining shares when deposit clears
Set up $135/week auto-invest for 2026

📊 Trading Signals

📝 Decisions

📊 Decision Stats

No stats yet.

🔍 Research Any Stock

🏛️ Capitol Hill Intelligence

📊 Your Holdings with Activity

META Meta

Score: 4.0 (LOW)

Activity: 4 buys, 2 sells

SPYM SPDR Portfolio S&P 500 ETF

Score: 3.0 (LOW)

Activity: 2 buys, 0 sells

WDC Western Digital

Score: 1.0 (LOW)

Activity: 1 buys, 0 sells

📈 Top Trending Purchases

🏆 Legendary Investor Pulse

Confirmations

Holdings with score ≥ 7.0

Divergences

Low scores or legends selling

📈 Top Picks This Quarter

TSM

Score: 10.0/10 (HIGH)

5 investors
Top: Cathie Wood

SPY

Score: 10.0/10 (HIGH)

5 investors
Top: Cathie Wood

📊 Your Holdings with Legendary Activity

✅ SPY SPDR S&P 500 ETF Trust

Score: 10.0/10 (5 investors)

Cathie Wood holds

✅ META Meta

Score: 9.0/10 (4 investors)

Cathie Wood holds

⚠️ TSLA Tesla

Score: 6.0/10 (3 investors)

Mixed signals

⚠️ SNDK Sandisk Corp/DE

Score: 4.5/10 (2 investors)

Mixed signals

⚠️ LRCX Lam Research

Score: 4.5/10 (2 investors)

Mixed signals

View Full Legendary Analysis →

📊 Portfolio

📈 Portfolio Performance

📊 All Holdings

⚖️ Rebalancing

📚 About Concentration Risk

🎯 Roth IRA Strategy: Aggressive Growth

2026 Contribution Status

Target Allocation (When Fully Funded)

Next Steps:

📊 Trading Signals

📝 Decisions

📊 Decision Stats

🔍 Research Any Stock

🏛️ Capitol Hill Intelligence

📊 Your Holdings with Activity

📈 Top Trending Purchases

🏆 Legendary Investor Pulse

📈 Top Picks This Quarter

📊 Your Holdings with Legendary Activity

📜 Decision History

📝 Log Decision

📊 Portfolio

📈 Portfolio Performance

📊 All Holdings

⚖️ Rebalancing

📚 About Concentration Risk

🎯 Roth IRA Strategy: Aggressive Growth

2026 Contribution Status

Target Allocation (When Fully Funded)

Next Steps:

📊 Trading Signals

📝 Decisions

📊 Decision Stats

🔍 Research Any Stock

🏛️ Capitol Hill Intelligence

📊 Your Holdings with Activity

📈 Top Trending Purchases

🏆 Legendary Investor Pulse

📈 Top Picks This Quarter

📊 Your Holdings with Legendary Activity

📜 Decision History

📝 Log Decision

✏️ Edit Decision