Portfolio Value
$97,256.63
Total Return
-2.74%-$2,743.37
Invested
$46,811.10
Cash
$50,445.53
Today
-0.84%-$824.38
Macro Watch
4 active events
CRITICALACTIVE

Iran-Oil-War: Hormuz Blockade

Week 3 of Hormuz blockade. Brent settled $103.14 (+11% weekly), peaked near $120 Monday. IEA 400M barrel SPR release fai…

Mar 1, 20269 tickers affected
HIGHACTIVE

Private Credit Stress

Cliffwater ($33B fund) had 14% redemption requests in Q1 — can only pay 7%. Morgan Stanley also capped withdrawals. CLO…

Mar 7, 2026
HIGHACTIVE

Fed Stagflation Bind

FOMC March 18-19 will hold. Futures now pricing 40% chance of zero cuts in 2026 (was 2+ cuts expected pre-war). GDP Q4 r…

Mar 1, 20266 tickers affected
ELEVATEDACTIVE

Fed Chair Succession: Warsh Nomination

Kevin Warsh nominated as Fed Chair. Must navigate confirmation without provoking Trump while signaling independence to m…

Mar 1, 2026
Sector Exposure
4 sectors
Total$46,811.10

Performance

Portfolio
SPY
QQQ

Current Holdings

8 positions
KTOSKratos Defense & Security Solutions, Inc.
-1.44%
Conv
8
AcquiredMar 30
Signal79
Market Value$5,679.36
Cost Basis$5,762.16
-$82.80
METAMeta Platforms, Inc.
+0.61%
Conv
8
AcquiredMar 30
Signal24
Market Value$6,972.94
Cost Basis$6,930.68
+$42.26
LLYEli Lilly and Company
-0.30%
Conv
7
AcquiredMar 30
Signal25
Market Value$2,659.89
Cost Basis$2,667.81
-$7.92
NVDANVIDIA Corporation
-1.00%
Conv
8
AcquiredMar 30
Signal36
Market Value$3,798.91
Cost Basis$3,837.32
-$38.41
VLTOVeralto Corporation
+0.56%
Conv
6
AcquiredMar 30
Signal17
Market Value$1,290.15
Cost Basis$1,282.95
+$7.20
LDOSLeidos Holdings, Inc.
-3.43%
Conv
8
AcquiredMar 24
Signal37
Market Value$4,625.70
Cost Basis$4,789.80
-$164.10
MSFTMicrosoft Corporation
-0.09%
Conv
7
AcquiredMar 27
Signal12
Market Value$6,820.24
Cost Basis$6,826.34
-$6.10
AVGOBroadcom Inc.
-8.26%
Conv
9
AcquiredMar 20
Signal48
Market Value$14,963.91
Cost Basis$16,311.84
-$1,347.93

Recent Transactions

View all →

Watchlist

5 watching
BWXTBWX Technologies, Inc.
$193.57Trigger: Conv 8 · +14% upside
GLGlobe Life Inc.
$137.48Trigger: Conv 8 · +25% upside
HSICHenry Schein, Inc.
$72.56Trigger: Conv 8 · +31% upside
MODModine Manufacturing Company
$200.79Trigger: Conv 8 · +29% upside
TKOTKO Group Holdings, Inc.
$195.44Trigger: Conv 8 · +43% upside