public equities
I’ve always believed that one of the best ways to learn is to make your thinking visible. This page is a living record of my investments in public equities, with portfolio holdings, market prices, and performance data pulled directly from my brokerage account through an API integration. Beyond tracking returns, it’s an exercise in building in public, documenting my judgment, testing my convictions, and learning from the decisions I get right and, perhaps more importantly, the ones I get wrong.
About these estimates
Beta (β), alpha (α), volatility (σ), and correlation (ρ) are each security’s historical statistics against SPY, an S&P 500 proxy, using regular-session, split- and dividend-adjusted close-to-close simple returns over the trailing calendar year. Alpha uses the lagged daily-equivalent 3-month U.S. Treasury yield (FRED DGS3MO) as its risk-free proxy. Annualized figures use 252 trading days. At least 60 matched daily returns are required; shorter histories are marked limited. These are estimates, not predictions, and are not personal or portfolio returns. Risk dates may lag quote dates.
Window: Oct 08, 2025–Oct 08, 2026. Treasury data through Oct 08, 2026.
| INTC Intel Corporation | $24.91 | $104.43 | +319.22% | 2.91 | +94.06% | 77.19% | 0.49 |
|---|---|---|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | $106.13 | $275.53 | +159.62% | 1.49 | +69.60% | 55.02% | 0.35 |
| NVDA NVIDIA Corporation | $99.83 | $229.33 | +129.72% | 1.88 | +1.51% | 37.88% | 0.65 |
| MRVL Marvell Technology, Inc. | $121.40 | $274.77 | +126.33% | 3.04 | +103.45% | 79.51% | 0.50 |
| QQQ Invesco QQQ Trust, Series 1 | $459.25 | $751.38 | +63.61% | 1.42 | +1.83% | 20.03% | 0.93 |
| TSLA Tesla, Inc. | $235.14 | $382.72 | +62.76% | 2.19 | −35.89% | 45.29% | 0.63 |
| SPMO Invesco S&P 500 Momentum ETF | $97.11 | $151.10 | +55.60% | 1.49 | +3.65% | 24.96% | 0.78 |
| SPY State Street SPDR S&P 500 ETF Trust | $532.95 | $778.57 | +46.09% | 1.00 | 0.00% | 13.10% | 1.00 |
| VYM Vanguard High Dividend Yield ETF | $108.79 | $158.70 | +45.88% | 0.60 | +3.34% | 10.51% | 0.74 |
| VEA Vanguard FTSE Developed Markets ETF | $50.32 | $70.10 | +39.31% | 1.10 | +0.81% | 17.85% | 0.80 |
| VOO Vanguard S&P 500 ETF | $532.39 | $716.00 | +34.49% | 1.00 | +0.09% | 13.04% | 1.00 |
| VTI Vanguard Morningstar Total Stock Market ETF | $285.41 | $381.90 | +33.81% | 1.01 | −0.50% | 13.31% | 1.00 |
| VYMI Vanguard International High Dividend Yield ETF | $76.10 | $100.61 | +32.21% | 0.75 | +8.71% | 13.81% | 0.71 |
| SCHG Schwab U.S. Large-Cap Growth ETF | $27.87 | $36.80 | +32.04% | 1.22 | −5.13% | 16.91% | 0.95 |
| ABBV AbbVie Inc. | $211.05 | $276.43 | +30.98% | -0.10 | +19.53% | 25.61% | -0.05 |
| VWO Vanguard FTSE Emerging Markets ETF | $45.66 | $59.69 | +30.73% | 1.13 | −6.62% | 18.07% | 0.82 |
| IVV iShares Core S&P 500 ETF | $606.00 | $781.44 | +28.95% | 1.00 | +0.05% | 13.11% | 1.00 |
| GILD Gilead Sciences, Inc. | $118.28 | $151.20 | +27.83% | 0.34 | +21.41% | 26.71% | 0.16 |
| GOOG Alphabet Inc. | $279.62 | $347.90 | +24.42% | 1.32 | +17.81% | 31.17% | 0.56 |
| MRK Merck & Co., Inc. | $117.66 | $146.31 | +24.35% | 0.17 | +50.86% | 29.53% | 0.08 |
| MSFT Microsoft Corporation | $434.62 | $535.00 | +23.10% | 0.96 | −10.34% | 32.80% | 0.38 |
| QUAL iShares MSCI USA Quality Factor ETF | $185.32 | $227.06 | +22.52% | 0.89 | +1.04% | 12.30% | 0.94 |
| AAPL Apple Inc. | $277.31 | $336.08 | +21.19% | 0.68 | +19.37% | 24.70% | 0.36 |
| DXJ WisdomTree Japan Hedged Equity Fund | $50.06 | $60.63 | +21.11% | 0.88 | +21.28% | 18.78% | 0.61 |
| CGNX Cognex Corporation | $51.99 | $62.92 | +21.02% | 1.94 | +17.14% | 60.04% | 0.42 |
| FCX Freeport-McMoRan Inc. | $60.90 | $73.56 | +20.79% | 2.16 | +37.58% | 47.93% | 0.59 |
| TSLA Tesla, Inc. | $322.02 | $382.72 | +18.85% | 2.19 | −35.89% | 45.29% | 0.63 |
| NVDA NVIDIA Corporation | $196.47 | $229.33 | +16.73% | 1.88 | +1.51% | 37.88% | 0.65 |
| CVX Chevron Corporation | $181.89 | $212.01 | +16.56% | -0.49 | +41.40% | 24.42% | -0.27 |
| SPCX Space Exploration Technologies Corp. risk through Oct 08, 2026 · 81 matched returns · limited history | $142.35 | $162.76 | +14.34% | 3.15 | −7.37% | 83.21% | 0.44 |
| AVGO Broadcom Inc. | $317.76 | $362.25 | +14.00% | 2.18 | −12.95% | 47.17% | 0.61 |
| IVV iShares Core S&P 500 ETF | $685.79 | $781.44 | +13.95% | 1.00 | +0.05% | 13.11% | 1.00 |
| CDNS Cadence Design Systems, Inc. | $311.24 | $350.79 | +12.71% | 1.58 | −14.77% | 40.63% | 0.51 |
| V Visa Inc. | $342.29 | $385.60 | +12.65% | 0.30 | +1.88% | 22.19% | 0.18 |
| LLY Eli Lilly & Co. | $1,048.31 | $1,177.05 | +12.28% | 0.28 | +32.02% | 34.66% | 0.11 |
| VB Vanguard Morningstar Small-Cap ETF | $260.84 | $289.52 | +11.00% | 1.04 | −2.54% | 16.25% | 0.84 |
| ETN Eaton Corporation, plc | $390.76 | $430.46 | +10.16% | 1.74 | −3.58% | 39.59% | 0.58 |
| JNJ Johnson & Johnson | $238.73 | $261.00 | +9.33% | -0.18 | +33.83% | 19.35% | -0.12 |
| NOW ServiceNow, Inc. | $129.88 | $141.30 | +8.79% | 0.64 | −21.11% | 57.53% | 0.15 |
| ECL Ecolab, Inc. | $260.35 | $281.83 | +8.25% | 0.48 | −5.48% | 22.17% | 0.29 |
| TT Trane Technologies plc | $447.89 | $476.98 | +6.49% | 1.09 | −2.03% | 28.86% | 0.49 |
| CLF Cleveland-Cliffs Inc. | $12.30 | $12.99 | +5.57% | 2.22 | −12.64% | 70.00% | 0.42 |
| COHR Coherent Corp. | $301.15 | $311.23 | +3.35% | 3.23 | +90.71% | 87.11% | 0.49 |
| COST Costco Wholesale Corporation | $919.26 | $947.00 | +3.02% | -0.10 | +3.74% | 19.99% | -0.07 |
| SGOV iShares 0-3 Month Treasury Bond ETF | $100.50 | $100.51 | +0.01% | -0.00 | +0.03% | 0.18% | -0.12 |
| SUB iShares Short-Term National Muni Bond ETF | $106.31 | $104.78 | −1.43% | 0.03 | −3.46% | 1.33% | 0.28 |
| BND Vanguard Total Bond Market ETF | $73.32 | $70.21 | −4.25% | 0.12 | −6.75% | 3.93% | 0.39 |
| IWM iShares Russell 2000 ETF | $294.13 | $279.05 | −5.13% | 1.18 | −3.11% | 18.80% | 0.82 |
| FLS Flowserve Corporation | $78.78 | $72.28 | −8.25% | 1.70 | +17.48% | 50.97% | 0.44 |
No positions match that search.
Price return since average purchase price; excludes dividends, fees, and realized returns. Prices are recorded snapshots, not live.
Last updated at Oct 10, 2026 · 01:25 AM EDT. Automatic market-close updates are awaiting setup or a successful scheduled refresh.
Legal disclaimer & important disclosures
Legal Disclaimer & Important Disclosures
For Personal Use Only. This dashboard is an independently developed financial information and portfolio management interface intended solely for personal, informational, and analytical purposes. It is not a registered broker-dealer, investment adviser, exchange, or financial institution.
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Last updated: October 9, 2026.