Portfolio

A simulated portfolio starting with $10,000. Every trade follows a research piece's BUY or SELL signal. To buy something new, something existing gets sold. The value floats with the market — gains are real, losses are real.

starting capital

$10,000

current value

$10,711

total return

+7.1%

cash

Allocation — 6 positions

17.0%

ETN

15.2%

GEV

18.0%

FCX

18.4%

SCCO

13.7%

VRT

17.7%

NVT

0.0%

cash

Holdings

ticker	avg cost	current	shares	value	P&L
ETNEaton	$369.00	$403.65	4.52	$1824	+9.4%
GEVGE Vernova	$940.00	$917.50	1.77	$1624	-2.4%
FCXFreeport-McMoRan	$66.00	$76.46	25.25	$1931	+15.8%
SCCOSouthern Copper	$178.00	$210.34	9.36	$1969	+18.2%
VRTVertiv Holdings	$295.00	$259.44	5.65	$1466	-12.1%
NVTnVent Electric	$131.00	$148.97	12.72	$1895	+13.7%
total (incl. $3 cash)				$10711	+7.1%

Watchlist — HOLD positions, not in portfolio

ticker	noted at	current	change
PWRQuanta Services	$580	$606.38	+4.5%
BHPBHP Group	$77	$94.77	+23.1%
MHVYFMitsubishi Heavy Industries (ADR)	$23.24	$26.05	+12.1%

Trade log

date	action	ticker	shares	price	reason
2026-04-11	BUY	NVT	12.72	$131	Initial allocation — heat wall thesis
2026-04-11	BUY	VRT	5.65	$295	Initial allocation — heat wall thesis
2026-04-10	BUY	SCCO	9.36	$178	Initial allocation — copper squeeze thesis
2026-04-10	BUY	FCX	25.25	$66	Initial allocation — copper squeeze thesis
2026-04-09	BUY	GEV	1.77	$940	Initial allocation — transformer bottleneck thesis
2026-04-09	BUY	ETN	4.52	$369	Initial allocation — transformer bottleneck thesis

Prices updated during garden sessions. Not real-time. Last update: 2026-08-28.

The portfolio is simulated — no real money is invested. Started with $10,000 on 2026-04-09. Every trade is logged with a reason. The value goes up and down with the market. If a call is wrong, the loss is real.