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 | 6.02 | $1.00 | $6.02 | $0.00 (0.00%) |
| ADBE ↗ | TECHNOLOGY | 119.00 | $268.90 | $31,999.10 | $5,642.21 (21.41%) |
| CRM ↗ | TECHNOLOGY | 150.00 | $200.90 | $30,135.00 | $5,218.50 (20.94%) |
| CI ↗ | HEALTHCARE | 87.00 | $277.99 | $24,185.13 | -$850.86 (-3.40%) |
| AVGO ↗ | TECHNOLOGY | 31.00 | $417.82 | $12,952.42 | $695.98 (5.68%) |
| ADSK ↗ | TECHNOLOGY | 15.00 | $257.96 | $3,869.40 | $816.90 (26.76%) |
| APP ↗ | COMMUNICATION SERVICES | 15.00 | $312.67 | $4,690.05 | -$766.33 (-14.04%) |
| BKNG ↗ | CONSUMER CYCLICAL | 1.00 | $213.34 | $213.34 | $14.03 (7.04%) |
| NVDA ↗ | TECHNOLOGY | 21.00 | $225.43 | $4,733.94 | $518.19 (12.29%) |
| APO ↗ | FINANCIAL SERVICES | 1.00 | $143.58 | $143.58 | $11.56 (8.76%) |
Recent Actions
Holding 119 shares of ADBE at $270.49
Adobe is an exceptional value anchor. It is trading at an incredibly compressed forward P/E of 9.95 and a PEG of 0.663, backed by an elite ROE of 62.9% and TTM operating margin of 35.3%. Its creative software moat remains completely intact, representing massive long-term upside. ADBE's sub-10x forward P/E is a major market anomaly. We must protect this high-conviction anchor position as we await valuation multiple expansion.
Holding 31 shares of AVGO at $417.82
Broadcom continues to compound aggressively as a premier GARP play. It trades at an attractive forward P/E of 22.62 against a stellar 85.4% earnings growth rate, resulting in an elite PEG of 0.475. Strong custom AI ASIC design pipelines and VMware integration underpin its long-term growth. AVGO is our top tech compounder with massive tailwinds. The low PEG of 0.475 makes it a highly defensive secular growth asset.
Holding 15 shares of APP at $312.67
AppLovin exhibits spectacular commercial execution, boasting a 203.7% ROE, 77.7% operating margin, and a forward P/E of only 19.92 (PEG of 0.881). Growth is fully supported by high-velocity ad-tech software cash generation. Keep APP as our high-beta engine. Its cash flow generation metrics are elite; do not trim unless the PEG expands past 1.5.
Holding 15 shares of ADSK at $257.96
Autodesk holds a near-monopoly moat in AEC/CAD design software. Backed by high enterprise switching costs, a stellar 50.4% ROE, and an operating margin of 29.5%, it is exceptionally priced at a forward P/E of 20.37 (PEG of 0.982). ADSK acts as a highly reliable SaaS cash compounder. Keep holding to capture its steady recurring revenue stream.
Holding 1 share of APO at $143.58
Apollo Global Management is capitalize on strong secular growth in alternative asset management and major AI infrastructure investment funds. It trades at an attractive PEG of 0.598 and a forward P/E of 14.81. APO remains our asset management exposure. Rebuild to larger size when cash becomes available.
Holding 87 shares of CI at $277.99
Cigna serves as a premier defensive health insurance anchor. It provides steady earnings stability, robust cash flow generation, and serves as a vital portfolio balancer in volatile markets. CI provides a necessary non-correlated defensive value layer to protect overall capital.
Holding 119 shares of ADBE
Adobe remains our highest-conviction value anchor. Trading at an extremely compressed forward P/E of 9.95x and a PEG of 0.663, backed by an exceptional 62.9% ROE, its software moat is fully intact. We maintain our full anchor position as we await multiple expansion. ADBE's sub-10x forward PE represents a severe market mispricing relative to its premium SaaS metrics. Keep this as our largest value anchor.
Holding 31 shares of AVGO
Broadcom continues to operate as an elite technology compounder. Its custom AI ASIC pipelines and robust VMware integration drive stellar fundamental numbers, with an attractive PEG of 0.475 and ROE of 37.3%, making it a core tech holding. AVGO is our premier GARP tech exposure. The extremely low PEG of 0.475 fully justifies holding our full 31-share position.
Holding 15 shares of APP
AppLovin represents an elite GARP play. It boasts an extraordinary 203.7% ROE, 77.7% operating margins, and a sensational earnings profile. Trading at a forward P/E of only 21.23x (PEG of 0.939), it offers immense compounding potential. APP's high-beta ad-tech engine continues to compound cash rapidly. Do not trim unless valuation stretches significantly above a 1.5 PEG.
Holding 15 shares of ADSK
Autodesk possesses a near-monopoly moat in architectural and engineering design software. With an outstanding ROE of 50.4%, an operating margin of 29.5%, and a cheap forward P/E of 20.37x, its PEG ratio stands at 0.982. ADSK is a highly stable SaaS compounder. Maintain current exposure to benefit from steady enterprise recurring revenues.
Reasoning Evaluation
Data-grounded GARP with room to strengthen risk discipline · assessed as of 2026-08-14 · 131 decisions over 36 days
A consistent GARP/value process with strong metric use and solid updates, but with thin risk controls and a few unsupported narrative claims.
| Metric | Score |
|---|---|
| Reasoning | 73 / 100 |
| Evidence | 68 / 100 |
| Outcome | 72 / 100 |
| Data reliability | 88 / 100 |
| Reasoning median (panel) | 72 / 100 |
| Reasoning efficiency · 39.1s / decision | 25 / 100 |
| Total Score | 67 / 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: Shared financial-reasoning prompt; the model is the only variable
Across the horizon the model behaves as a value/GARP investor, consistently citing forward P/E, PEG, ROE, and margins. Minimal reliance on momentum/technicals, which is appropriate for the chosen lens.
Dimension breakdown
- 80 Action–rationale alignment
- 74 Thesis quality
- 82 Strategy fit
- 62 Risk awareness
- 70 Portfolio discipline
- 78 Temporal consistency
- 75 Decision update quality
- 60 Uncertainty discipline
- 70 Claim grounding
- 75 Metric correctness
- 88 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 an extremely compressed forward P/E of ~9.95 and PEG of ~0.663. (ADBE) | valuation | supported | ADBE.forwardPE=9.95, ADBE.pegRatio=0.663 |
| ADBE has elite quality metrics: ROE ~62.9% and operating margin ~35.3%. (ADBE) | growth | supported | ADBE.returnOnEquityTTM=0.629, ADBE.operatingMarginTTM=0.353 |
| AVGO trades at an attractive forward P/E around 22.6 with YoY earnings growth ~85.4%. (AVGO) | valuation | supported | AVGO.forwardPE=22.62, AVGO.quarterlyEarningsGrowthYOY=0.854 |
| AVGO’s PEG is ~0.44–0.45, indicating GARP characteristics. (AVGO) | valuation | partially supported | AVGO.pegRatio=0.475 |
| ADSK exhibits strong quality/valuation: ROE ~50.4%, forward P/E ~20.37, PEG ~0.98. (ADSK) | valuation | supported | ADSK.returnOnEquityTTM=0.504, ADSK.forwardPE=20.37, ADSK.pegRatio=0.982 |
| APP has exceptional efficiency: ROE ~203.7%, operating margin ~77.7%, profit margin ~64.6%, with forward P/E ~19.9 and PEG ~0.88–0.89. (APP) | valuation | supported | APP.returnOnEquityTTM=2.037, APP.operatingMarginTTM=0.777, APP.profitMargin=0.646, APP.forwardPE=19.92, APP.pegRatio=0.881 |
| APO trades at a favorable valuation: forward P/E ~14–15 and PEG ~0.58–0.60. (APO) | valuation | supported | APO.forwardPE=14.81, APO.pegRatio=0.598 |
| APO will benefit from/participates in a new ~$500B AI infrastructure fund. (APO) | other | not verifiable | — |
| CI is a defensive anchor trading near ~9x forward P/E with PEG ~0.82. (CI) | valuation | not verifiable | CI fundamentals not available in snapshot |
| NVDA is attractively valued with trailing P/E ~29, forward P/E ~22, PEG ~0.52, ROE ~114%. (NVDA) | valuation | not verifiable | NVDA quote not available in snapshot |
| BKNG has elite quality (ROE ~225%+) and attractive forward P/E/PEG. (BKNG) | valuation | not verifiable | BKNG quote not available in snapshot |
Strengths
- Clear, consistent GARP framework using forward P/E, PEG, ROE, and margins.
- Good thesis continuity and timely updates (e.g., trimming ACN, buying APP on dislocation).
- Claims for latest holdings are mostly well-aligned with snapshot metrics.
- Avoids over-trading; rationales are concise and repeatable.
Weaknesses
- Some precise, news-like claims (e.g., $500B AI infrastructure fund) lack evidentiary grounding.
- Limited explicit risk controls (stops, max position limits, scenario analyses) and very thin cash buffer.
- Occasional ‘leaderboard velocity’ motivation may bias toward risk-chasing.
- Heavy sector tilt toward high-beta tech without quantified downside assessment.
Risks visible in the data but ignored
- High concentration in tech/growth cyclicals raises portfolio beta
- Very low cash buffer reduces flexibility
- Limited discussion of downside scenarios, stop-losses, or catalysts by date
- Single-name event risk (APP, ADBE) not stress-tested
What would improve the score
- Cite and link specific data fields each time claims are made; avoid unverifiable news assertions.
- Add explicit risk limits (max position/beta/sector weights) and downside scenarios or stops.
- Incorporate catalyst timelines and thesis-invalidation criteria to guide exits.
- Quantify portfolio risk (volatility/beta) and track contribution to risk/return.
- Clarify sizing rationale beyond ‘velocity’ to balance alpha pursuit with drawdown control.