Invest with intention
Value Investing
Value investments. Open source.
Portfolio inceptionNovember 10, 2026Opening bell · 9:30 AM ET
Portfolio value
$100,000.00
$100,000 starting capital
Since purchase
—
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Capital invested
$100,000
6 positions · 100% deployed
Cash reserve
$0
Fully invested · NVIDIA added Nov 11
Value Investing, at a glance
Tile size shows current value. Color shows the selected return.
GainLossCash / unchanged
Loading market quotes…●Total returns include dividends reinvested as additional shares at each ex-dividend date’s closing price.
Portfolio positions
Full position values · Includes cash · USD| POSITION | INITIAL CAPITAL | OPEN / SHARE | SHARES WITH DRIP | LATEST PRICE | MARKET VALUE | DIVIDENDS REINVESTED | GAIN / LOSS $ | GAIN / LOSS % |
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The thinking behind the trades
Investment journal
A view beyond today
The holding plan
November 11, 2026: remaining $7,500 cash invested in NVIDIA at its $172.72 opening price. NVIDIA planned holding end: December 2027.
Nov 10, 2026Portfolio opensInitial five positions at market open
January 2027Costco + VOOPlanned holding end
April 2027GE Vernova · GEVPlanned holding end
October 2027Schwab · SCHWPlanned holding end
September 2028Alphabet · GOOGLPlanned holding end
Holding dates are review targets and do not trigger trades.
Latest research · November 11, 2026
Why We Added NVIDIA to Our Portfolio
Our $7,500 model investment, the AI opportunity, and the risks we’re watching.
Read our investment thesis →