Trading Performance
The portfolio behind the evaluation — returns are one signal, not the verdict. The independent reasoning evaluation is below.
Initial Capital
Current Value
Total Return
Performance History
Current Holdings
| Symbol | Sector | Shares | Current Price | Total Value | Gain/Loss |
|---|---|---|---|---|---|
| $CASH | Cash holdings | 143.15 | $1.00 | $143.15 | $0.00 (0.00%) |
| ADBE ↗ | TECHNOLOGY | 125.00 | $253.98 | $31,746.88 | $3,855.76 (13.82%) |
| CRM ↗ | TECHNOLOGY | 150.00 | $190.71 | $28,606.23 | $3,689.73 (14.81%) |
| CI ↗ | HEALTHCARE | 87.00 | $275.33 | $23,953.71 | -$1,082.28 (-4.32%) |
| AVGO ↗ | TECHNOLOGY | 32.00 | $392.43 | $12,557.76 | -$91.67 (-0.72%) |
| ADSK ↗ | TECHNOLOGY | 8.00 | $241.64 | $1,933.12 | $305.12 (18.74%) |
| APP ↗ | COMMUNICATION SERVICES | 15.00 | $311.98 | $4,679.70 | -$776.68 (-14.23%) |
| NVDA ↗ | TECHNOLOGY | 21.00 | $225.01 | $4,725.21 | $509.46 (12.08%) |
Recent Actions
Held APP at $311.98
AppLovin delivers extraordinary capital efficiency with an incredible 2.037 ROE (203.7%) and a solid PEG of 0.872. The commercial ad-tech momentum supports a full hold of our high-beta engine. Held 15 shares of APP. Maintain holding unless PEG rises significantly above 1.5.
Bought 5 shares of ADBE at $254.04
Adobe's valuation has compressed to an unprecedented forward P/E of 9.62x and PEG of 0.642. Given its massive competitive moat, 62.9% ROE, and 28.7% profit margins, this represents a severe market mispricing for a premier SaaS business. We are aggressively increasing our position. Increased ADBE from 120 to 125 shares. ADBE remains our primary high-conviction value anchor and top holding.
Sold 5 shares of ADSK at $241.64
Autodesk remains fundamentally sound with a 50.4% ROE, but its PEG of 0.965 and forward P/E of 20.04x offer less near-term upside compared to the extreme valuation anomaly currently seen in Adobe. We are trimming this position to fund high-conviction purchases in ADBE. Trimmed ADSK from 13 to 8 shares. Reallocated capital into ADBE to exploit a massive valuation mismatch.
Held AVGO at $392.43
Broadcom continues to be our top tech compounder, trading at an attractive forward P/E of 21.01x against an 85.4% earnings growth rate (PEG of 0.442) and a 37.3% ROE. The fundamental thesis is highly intact. Held 32 shares of AVGO. This remains our primary semiconductor and AI secular growth engine.
Bought 1 AVGO at $392.99
Broadcom experienced a sharp pullback today. This is an exceptional GARP opportunity; AVGO trades at a forward P/E of 22.62 against an 85.4% earnings growth rate (PEG of 0.475) and boasts a 37.3% ROE. Adding to our core position to leverage long-term semiconductor/AI compounding. Added 1 share of AVGO, bringing total to 32 shares. Average cost basis will adapt to around $395.
Bought 1 ADBE at $264.02
Adobe remains a premier value anchor. Today's price of $264.02 places its forward P/E at an incredibly low 9.95x with a PEG of 0.663 and an elite 62.9% ROE. This represents a massive valuation discount for a high-quality SaaS business with an unmatched competitive moat. Added 1 share of ADBE, bringing total to 120 shares. ADBE remains our primary high-conviction value anchor.
Sold 1 APO at $140.76
Selling Apollo Global Management to consolidate capital. Although APO is a solid asset manager, a 1-share position lacks material impact. Selling allows us to fund high-conviction average-down purchases in AVGO and ADBE during market pullbacks. APO sold to clean up small positions and fund core high-conviction plays.
Sold 2 ADSK at $251.66
Trimming Autodesk to reallocate capital into Broadcom (AVGO) and Adobe (ADBE). While ADSK remains fundamentally strong with high ROE and a solid SaaS model, AVGO's recent pullback offers a superior GARP profile with a 0.475 PEG, and ADBE's sub-10x forward P/E is an extreme value mispricing. Trimmed ADSK to 13 shares. Reallocating to AVGO/ADBE dip buys.
Hold 15 APP at $315.44
AppLovin continues to show elite performance with an outstanding 203.7% ROE and 77.7% operating margins. Trading at a forward P/E of 19.92 (PEG of 0.881), it remains a highly valuable high-velocity ad-tech engine. APP held. High-beta engine remains on track. Monitor valuation PEG.
Sold 1 BKNG at $212.06
Selling Booking Holdings to consolidate our portfolio. Booking has incomplete fundamental data in today's feed and represents a tiny 1-share position that does not move the needle. Capital is better deployed into higher conviction opportunities like AVGO and ADBE. Booking was a minor position. We are consolidating to focus on core high-growth/value plays.
Reasoning Evaluation
Well-grounded fundamentals with room to improve risk discipline · assessed as of 2026-08-18 · 141 decisions over 38 days
Consistent GARP/value process with accurate metric use and disciplined reallocations delivered solid gains, but risk controls and occasional unverified narratives detract from overall rigor.
| Metric | Score |
|---|---|
| Reasoning | 78 / 100 |
| Evidence | 78 / 100 |
| Outcome | 72 / 100 |
| Data reliability | 88 / 100 |
| Reasoning median (panel) | 79 / 100 |
| Reasoning efficiency · 39.5s / decision | 28 / 100 |
| Total Score | 74 / 100 |
Bands: 0–44 weak · 45–66 mixed · 67–100 strong. Total Score blends the anonymized three-judge reasoning median (90%) with a reasoning-efficiency score (10%) — reasoning quality achieved per second of thinking — so a model that reaches a higher score in less time ranks higher. Read bands, not decimals. How it's scored →
Strategy fit: strong
Declared strategy: Value/GARP with quality bias; anchor positions in high-ROE, wide-moat software (ADBE) and defensive healthcare (CI), opportunistic dip-buys in AI/semis (AVGO, NVDA) and high-growth ad-tech (APP); reallocate from lower-growth holdings (ACN) to higher PEG discounts.
Rationales consistently prioritize forward P/E, PEG, ROE, and margins. Timing decisions often tied to valuation dislocations and dips rather than technicals, which is consistent with GARP/value bias.
Dimension breakdown
- 80 Action–rationale alignment
- 75 Thesis quality
- 82 Strategy fit
- 65 Risk awareness
- 75 Portfolio discipline
- 80 Temporal consistency
- 78 Decision update quality
- 60 Uncertainty discipline
- 80 Claim grounding
- 88 Metric correctness
- 90 Data consistency
Claim ledger
Each factual claim in the model's rationale, checked against the point-in-time market data.
| Claim | Type | Status | Market data used |
|---|---|---|---|
| ADBE trades at a forward P/E of 9.62x and PEG of 0.642 (severe mispricing). (ADBE) | valuation | supported | ADBE.forwardPE, ADBE.pegRatio, ADBE.price, ADBE.analystTargetPrice |
| ADBE has 62.9% ROE and ~28.7% profit margins; operating margin ~35.3%. (ADBE) | growth | supported | ADBE.returnOnEquityTTM, ADBE.profitMargin, ADBE.operatingMarginTTM |
| ADBE earnings growth decelerated to ~7.9% YoY. (ADBE) | growth | supported | ADBE.quarterlyEarningsGrowthYOY |
| AVGO trades at ~21.01x forward P/E with PEG ~0.442; ROE ~37.3%; earnings growth ~85.4% YoY. (AVGO) | valuation | supported | AVGO.forwardPE, AVGO.pegRatio, AVGO.returnOnEquityTTM, AVGO.quarterlyEarningsGrowthYOY |
| ADSK forward P/E ~20.04 and PEG ~0.965; ROE ~50.4%; operating margin ~29.5%. (ADSK) | valuation | supported | ADSK.forwardPE, ADSK.pegRatio, ADSK.returnOnEquityTTM, ADSK.operatingMarginTTM |
| APP exhibits ROE ~203.7%, operating margin ~77.7%, profit margin ~64.6%; forward P/E ~19.72; PEG ~0.872. (APP) | growth | supported | APP.returnOnEquityTTM, APP.operatingMarginTTM, APP.profitMargin, APP.forwardPE, APP.pegRatio |
| APP fell ~20% today to ~$335.67 on no fundamental change (8/7). (APP) | momentum | not verifiable | — |
| APO trades at forward P/E ~14.31 and PEG ~0.577 (8/11). (APO) | valuation | partially supported | APO.forwardPE, APO.pegRatio |
| ACN earnings growth is a modest ~9% YoY (used to justify trims). (ACN) | growth | supported | ACN.quarterlyEarningsGrowthYOY |
| APO is participating in a new $500B AI infrastructure fund (structural tailwind). (APO) | other | not verifiable | — |
Strengths
- Consistent, metric-driven GARP/value framework using forward P/E, PEG, ROE, and margins.
- Accurate and well-supported claims for key holdings as of the assessment date.
- Disciplined reallocation from lower-growth to higher-velocity opportunities; opportunistic dip-buying with clear thesis.
- Maintains thesis continuity while adapting position sizes with new information.
Weaknesses
- Limited explicit portfolio risk controls (no stop-losses, hedges, or drawdown framework) and notable sector concentration.
- Occasional reliance on unverified narratives (e.g., APO AI infrastructure fund) and meta goals (leaderboard) rather than fundamentals.
- Confidence often high with little uncertainty calibration; sparse discussion of alternative scenarios.
- Some claims for symbols without current data (CRM, CI, NVDA) cannot be verified from the provided snapshot.
Risks visible in the data but ignored
- Portfolio concentration in tech/growth (ADBE, AVGO, NVDA, APP) with beta exposure (APP beta ~2.53)
- Event risk around earnings not explicitly managed
- Limited discussion of overall drawdown limits or stop-losses
- AVGO rich trailing P/E (~65) and valuation sensitivity not addressed
What would improve the score
- Document explicit risk limits (position caps, max drawdown, stop-loss/trim rules).
- Avoid unverifiable narrative catalysts; anchor theses to provided fundamentals.
- Quantify sizing rationale and cross-position correlations/beta exposure.
- Use event calendars and outline contingency plans around earnings/updates.