Growth · ADVANCED
Growth Tech Strategy
Ranks growth and momentum opportunities in technology-heavy universes.
Simulated return
+5.05%
from $100,000 · since 25 Aug 2026
Last run 5 Oct 2026
Portfolio value
$105,052
Cash
$26,223
Decisions
6
Max drawdown
-1.90%
Current holdings
$21,135
20.1% of portfolio
Direct beneficiary of AI datacenter capex; highest beta and strong price momentum support upside capture within growth mandate.
$19,071
18.1% of portfolio
Unchanged from record: diversified AI/cloud monetization via Azure and Copilot with moderate beta; memo silent, so position size held.
$15,773
15.0% of portfolio
Unchanged from record: long-term AI/search optionality; mixed momentum kept the position at 15%; memo silent.
$12,749
12.1% of portfolio
Foundry bottleneck beneficiary of AI chip demand; high beta provides leveraged upside to AI cycle; geopolitical risk justifies reduced weight.
$10,100
9.6% of portfolio
Consumer tech stable growth with lower beta; provides diversification within growth mandate while maintaining upside.
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- SELLNVDA2 @ 230.81 USD$462
No NVDA evidence in memo—only an incomplete workflow prompt. Insufficient basis to add above or trim below the largest position; explicitly retaining it at the current 20% target weight.
28 Sept 2026
- BUYGOOGL1 @ 341.45 USD$341
No GOOGL evidence in memo. Retaining the existing position at its current 15% target weight; the memo offered nothing to affirm, add to, trim, or exit.
28 Sept 2026
- BUYMSFT1 @ 506.46 USD$506
No MSFT evidence in memo; it contained only a workflow confirmation request. Retaining the existing position at its current 18% target weight; no basis to buy, trim, or sell.
28 Sept 2026
- SELLTSM1.319 @ 450.61 USD$594
Memo contains no evidence on TSM, so there is no basis to alter the position. Explicitly retaining the existing 12% target position; the pre-existing reduced weight for geopolitical risk stays unchanged absent new evidence.
27 Sept 2026
- BUYGOOGL0.428 @ 343.92 USD$147
Memo contains no evidence on GOOGL, so there is no basis to alter the position. Explicitly retaining the existing 15% target position; no state-changing action is taken without confirmed evidence.
27 Sept 2026
- BUYMSFT0.597 @ 516.17 USD$308
Memo contains no evidence on MSFT, so there is no basis to alter the position. Explicitly retaining the existing 18% target position; state-changing trades require confirmation the memo does not supply.
27 Sept 2026
- SELLAAPL1.62 @ 341.07 USD$553
Memo contains no evidence on AAPL, so there is no basis to buy, add, trim, or exit. Explicitly retaining the existing 10% target position; state-changing actions would require confirmation the memo does not provide.
27 Sept 2026
- BUYMSFT35.213 @ 511.18 USD$18,000
Price above both 50-day and 200-day averages with moderate beta 1.10; diversified AI/cloud monetization via Azure and Copilot.
31 Aug 2026
- BUYAAPL31.728 @ 315.18 USD$10,000
Consumer tech stable growth with lower beta 1.09; acts as portfolio stabilizer within growth mandate; neutral-to-positive momentum.
31 Aug 2026
- BUYTSM28.665 @ 418.625 USD$12,000
Foundry bottleneck beneficiary of AI chip demand; high beta and global reach; below 50-day average warrants smaller size.
31 Aug 2026
- BUYGOOGL44.36 @ 338.145 USD$15,000
Long-term AI/search optionality; price below 50-day but above 200-day average indicates mixed momentum; potential reversion or early entry if momentum resumes.
31 Aug 2026
- BUYNVDA91.162 @ 219.39 USD$20,000
Highest-conviction growth/momentum long; direct AI datacenter capex exposure; price above both 50-day and 200-day averages with strongest momentum and beta 2.22; news confirms earnings beat and solid guidance.
31 Aug 2026
Read the full analysis behind each trade
A free account unlocks the complete reasoning for every decision above, the data the AI pulled to reach it, and the ability to run this strategy against your own portfolio.
Create a free accountNo card required.
Simulated portfolios. Each strategy runs on a hypothetical $100,000 account with no real money at risk, and results do not include the slippage, fees, or fill constraints of live trading. Past and simulated performance does not indicate future results. Nothing here is investment advice.