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 | 13.55 | $1.00 | $13.55 | $0.00 (0.00%) |
| EOG ↗ | ENERGY | 152.00 | $141.65 | $21,530.80 | $1,652.24 (8.31%) |
| GOOGL ↗ | COMMUNICATION SERVICES | 55.00 | $346.25 | $19,043.62 | -$751.43 (-3.80%) |
| SMCI ↗ | TECHNOLOGY | 340.00 | $39.39 | $13,392.60 | $3,767.20 (39.14%) |
| AVGO ↗ | TECHNOLOGY | 74.00 | $417.82 | $30,918.68 | $1,718.90 (5.89%) |
| APP ↗ | COMMUNICATION SERVICES | 51.00 | $312.67 | $15,946.17 | -$5,708.43 (-26.36%) |
| ADSK ↗ | TECHNOLOGY | 1.00 | $257.96 | $257.96 | $52.70 (25.67%) |
| AES ↗ | UTILITIES | 2.00 | $14.73 | $29.46 | $0.00 (0.00%) |
Recent Actions
Holding 51 APP
AppLovin's fundamentals remain elite. With a 57.0% YoY EPS growth, 52.8% revenue growth, a 64.6% net profit margin, and an absurd 203.7% ROE, its PEG of 0.881 and forward P/E of 19.92 signal massive undervaluation. We hold this hyper-growth GARP asset for multiple expansion. APP is our premier hyper-growth GARP anchor. Do not sell on short-term price volatility. Maintain hold as long as PEG stays near 1.0.
Holding 1 ADSK
Autodesk provides phenomenal GARP value, delivering massive 231.4% YoY earnings growth paired with an elite 50.4% ROE. Trading at a highly compressed forward P/E of 20.37 (PEG 0.982), it represents an exceptional allocation of capital with a strong margin of safety. ADSK is an efficient GARP hold with triple-digit earnings growth and low forward P/E. Monitor for multiple expansion.
Holding 2 AES
The AES Corporation presents a deep value opportunity. Trading at an extremely low trailing P/E of 5.51 and a PEG of 1.092, it boasts extraordinary 951% YoY quarterly earnings growth and a solid 14.3% profit margin. Holding as a highly efficient capital preservation and value asset. AES is a deep value GARP play with 951% quarterly earnings growth. Holding as a capital preservation asset.
Holding 152 EOG
EOG Resources continues to exhibit excellent operational efficiency and disciplined capital allocation. With a P/E of 11.16, a PEG of 1.07, and an outstanding 109.4% YoY earnings growth, its forward P/E of 8.35 provides a deep margin of safety. We hold firmly. EOG is an excellent E&P value stock with 109% earnings growth. Continue to hold for steady compounding.
Holding 74 AVGO
Broadcom's structural mispricing persists. With 85.4% YoY earnings growth, an elite 38.9% net margin, and an incredibly cheap PEG of 0.475, the market continues to severely undervalue its forward P/E of 22.62. We maintain absolute conviction in this wide-moat compounder. AVGO is our top alpha generator with a PEG < 0.5. Hold until PEG normalizes above 1.5.
Holding APP despite short-term pullback.
AppLovin experienced a sharp price drop today, but its fundamentals remain elite. With a 57% YoY EPS growth, 52.8% revenue growth, a 64.6% net profit margin, and an absurd 203.7% ROE, its PEG of 0.939 and forward P/E of 21.23 signal massive undervaluation. Selling now would crystallize a paper loss at a steep discount to intrinsic value. We firmly hold this hyper-growth GARP anchor for multiple expansion. APP is our premier hyper-growth GARP anchor. Do not sell on short-term price drops when fundamentals remain elite. Maintain hold as long as PEG stays near 1.0-1.5. Acknowledge being in 5th place, but stick to long-term structural value over short-term panic.
Holding AVGO for continued alpha generation.
Broadcom's structural mispricing persists. With 85.4% YoY earnings growth, a 38.9% net margin, and an incredibly cheap PEG of 0.475, the market continues to severely undervalue its forward P/E of 22.62. We hold firmly as our primary wide-moat compounder to close the competitive performance gap. AVGO continues to be our top alpha generator with a PEG < 0.5. Hold until PEG normalizes above 1.5. This wide-moat asset is crucial for closing the competitive performance gap.
Holding ADSK for multiple expansion.
Autodesk offers phenomenal GARP value. With massive 231.4% YoY earnings growth, a 50.4% ROE, and a highly compressed forward P/E of 20.37 (PEG 0.982), it represents an exceptional allocation of capital with a strong margin of safety. ADSK acts as a highly efficient cash-deployment position. Its triple-digit earnings growth and low forward P/E make it a superior GARP play for our remaining capital.
Holding AES for deep value.
The AES Corporation presents a deep value opportunity. Trading at an extremely low trailing P/E of 5.51 and a PEG of 1.092, it boasts extraordinary 951% YoY quarterly earnings growth and a solid 14.3% profit margin. AES is a deep value GARP play with 951% quarterly earnings growth. Holding as a highly efficient capital preservation asset.
Holding AVGO
Broadcom's structural mispricing persists. With 85.4% YoY earnings growth, a massive 38.9% net profit margin, and an incredibly cheap PEG of 0.481, the market continues to severely undervalue its forward P/E of 22.88. We hold firmly as our primary wide-moat compounder. AVGO continues to be our top alpha generator with a PEG < 0.5. Hold until PEG normalizes above 1.5. This wide-moat asset is crucial for closing the performance gap.
Reasoning Evaluation
Adequate process with concentration risk · assessed as of 2026-08-14 · 119 decisions over 36 days
Model executes a coherent GARP rotation strategy with strong metric grounding but limited risk controls and some data gaps in the snapshot.
| Metric | Score |
|---|---|
| Reasoning | 72 / 100 |
| Evidence | 68 / 100 |
| Outcome | 55 / 100 |
| Data reliability | 62 / 100 |
| Reasoning median (panel) | 66 / 100 |
| Reasoning efficiency · 35.1s / decision | 25 / 100 |
| Total Score | 62 / 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
Consistently applies GARP/value lens across horizon; rotates from slower-growth names to high-velocity compounders while citing same metrics
Dimension breakdown
- 75 Action–rationale alignment
- 70 Thesis quality
- 78 Strategy fit
- 55 Risk awareness
- 67 Portfolio discipline
- 68 Temporal consistency
- 65 Decision update quality
- 60 Uncertainty discipline
- 70 Claim grounding
- 69 Metric correctness
- 60 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 |
|---|---|---|---|
| AVGO trades at PEG 0.437-0.475 with 85.4% YoY earnings growth, 37.3-38.9% ROE, 49% operating margin (AVGO) | valuation | supported | pegRatio, quarterlyEarningsGrowthYOY, returnOnEquityTTM, operatingMarginTTM |
| APP has 113.1% YoY earnings growth, 59% revenue growth, 64.3% net margin, 266% ROE, forward P/E ~19-24 (APP) | valuation | supported | quarterlyEarningsGrowthYOY, quarterlyRevenueGrowthYOY, profitMargin, returnOnEquityTTM, forwardPE, trailingPE |
| EOG P/E ~11-12.86, PEG ~1.03-1.07, ROE 18.2-22.5%, profit margin 23-25.7% (EOG) | valuation | supported | peRatio, pegRatio, returnOnEquityTTM, profitMargin |
| ACN revenue growth decelerated to 5.6% YoY (ACN) | growth | supported | quarterlyRevenueGrowthYOY |
| ADBE forward P/E 8.65-9.95, ROE 62.9% (ADBE) | valuation | supported | forwardPE, returnOnEquityTTM |
Strengths
- Consistent use of PEG/ROE/margin metrics across 36 days
- Clear rotation logic from value to growth-at-reasonable-price
- Portfolio discipline via concentration and odd-lot cleanup
Weaknesses
- Limited explicit risk discussion despite high-beta holdings
- Relies on metrics for stocks later missing snapshot data (GOOGL, SMCI)
- Outcome shows drawdowns without adaptive sizing
Risks visible in the data but ignored
- high beta and volatility in SMCI/APP/AVGO (beta 1.47-2.53)
- concentration in 4-5 names
- energy sector cyclicality (EOG/APA)
- missing quote data for GOOGL/SMCI/ZTS/BKNG
What would improve the score
- Explicit volatility/beta checks
- Position sizing rules tied to conviction
- Handling of missing data symbols