Live paper portfolio
Total equity
$101,345.44
Return
+1.35%
cumulative
vs SPY α
-11.35%
SPY +12.70%
Sharpe
1.47
annualised
Max DD
-2.88%
41 trades
Performance
EQUITY · USD · vs SPY BUY-AND-HOLD
Daily ReviewREGIME · MID_VOL
Ticker
Call · Driver
Conviction
Score
TGT
HOLD+203d
sentiment · score +2
15
+2
NTRS
HOLD+203d
sentiment · score +2
15
+2
AMZN
HOLD+203d
sentiment · score +2
15
+2
30 non-neutral · 0 flips today
View all reviews →Allocation by sector
OPEN POSITIONS · WEIGHTED BY USD SIZE
Consumer Defensive$127,67537.5%
Technology$53,04415.6%
Financial Services$42,46212.5%
Industrials$32,7619.6%
Energy$31,8789.4%
Basic Materials$15,4254.5%
Consumer Cyclical$14,9194.4%
Healthcare$11,2343.3%
Utilities$11,2523.3%
Top sector
37.5%
Consumer Defensive
Top 3 share
65.5%
target ≤ 80%
Sectors held
9/11
no communication services, real estate
HHI
0.20
concentrated
FLAGConsumer Defensive > 37% — driven by WMT at 30.6% of book.
REVIEW NEXT REBALMarket climate
HMM STATE DISTRIBUTION · 3,076 TRADING DAYS
Currently inMidsince Apr 29 · 2d17.4/YR
Avg switches
◂ CALMNEUTRALSTRESS ▸
Low32.9%
Mid-Low11.4%
Mid24.5%
Mid-High7.0%
High21.6%
Panic2.7%
Calm
44.3%
Low + Mid-Low
Neutral
31.5%
Mid + Mid-High
Stress
24.2%
High + Panic
Model calibration
7-DAY FORWARD RETURN BY CONVICTION SCORE
Directional
—
n/a yet
Median 7d
—
across resolved calls
Resolved
0
7d outcome known
No verdicts have a 7-day outcome resolved yet. Once the news pipeline ingests live calls and the 7-day window closes, this chart fills in.
Trade log
41 TRADES · OPEN, CLOSED, EVERY OUTCOME
ALPACA PAPER
| Symbol | Status | Entry | Exit | Size | P&L | % | Regime |
|---|---|---|---|---|---|---|---|
| VLO | Open | 2026-05-16 @ — | — | $10,121 | — | — | mid_vol |
| LIN | Open | 2026-05-15 @ $512.41 | — | $5,118 | — | — | mid_vol |
| NEM | Open | 2026-05-15 @ $116.65 | — | $5,118 | — | — | mid_vol |
| ZS | Open | 2026-05-15 @ $155.83 | — | $5,122 | — | — | mid_vol |
| VLO | Open | 2026-05-15 @ $243.44 | — | $11,268 | — | — | mid_vol |
| ICE | Open | 2026-05-14 @ $154.94 | — | $11,249 | — | — | mid_vol |
| UNP | Open | 2026-05-14 @ $265.21 | — | $11,243.65 | — | — | mid_vol |
| LLY | Open | 2026-05-14 @ $1,015.99 | — | $11,234 | — | — | mid_vol |
| KO | Open | 2026-05-14 @ $80.13 | — | $5,096 | — | — | mid_vol |
| KLAC | Open | 2026-05-14 @ $1,831.05 | — | $5,096 | — | — | mid_vol |
| ADP | Open | 2026-05-12 @ $211.93 | — | $9,217 | — | — | mid_vol |
| CCL | Open | 2026-05-11 @ $25.39 | — | $5,154 | — | — | mid_vol |
| MAR | Open | 2026-05-11 @ $350.34 | — | $9,765 | — | — | mid_vol |
| JPM | Open | 2026-05-09 @ $302.16 | — | $5,159 | — | — | mid_vol |
| KO | Open | 2026-05-09 @ $78.45 | — | $5,159 | — | — | mid_vol |
| KVUE | Open | 2026-05-09 @ $17.66 | — | $10,426 | — | — | mid_vol |
| ADBE | Open | 2026-05-09 @ $250.46 | — | $5,160 | — | — | mid_vol |
| SCHW | Open | 2026-05-07 @ $91.4 | — | $11,462 | — | — | mid_vol |
| GD | Open | 2026-05-07 @ $348.08 | — | $14,259 | — | — | mid_vol |
| CRH | Open | 2026-05-07 @ $114.93 | — | $5,189 | — | — | mid_vol |
| MDLZ | Open | 2026-05-07 @ $62 | — | $2,899 | — | — | mid_vol |
| OXY | Open | 2026-05-06 @ $55.61 | — | $3,203 | — | — | mid_vol |
| SCHW | Open | 2026-05-06 @ $92.35 | — | $5,172 | — | — | mid_vol |
| LNT | Open | 2026-05-06 @ $73.47 | — | $11,252 | — | — | mid_vol |
| EMR | Open | 2026-05-06 @ $140.36 | — | $7,258 | — | — | mid_vol |
| XOM | Open | 2026-05-06 @ $154.23 | — | $7,286 | — | — | mid_vol |
| ALL | Open | 2026-05-06 @ $221.55 | — | $9,420 | — | — | mid_vol |
| WMT | Open | 2026-05-05 @ $131.48 | — | $104,095 | — | — | mid_vol |
| SMCI | Open | 2026-05-05 @ $27.76 | — | $11,565 | — | — | mid_vol |
| NVDA | Open | 2026-05-03 @ — | — | $1,000 | — | — | mid_vol |
| AAPL | Open | 2026-04-29 @ — | — | $500 | — | — | mid_vol |
| ANET | Open | 2026-04-22 @ $172.39 | — | $10,384 | — | — | mid_vol |
| AAPL | Open | 2026-04-19 @ — | — | $600 | — | — | high_vol |
| AAPL | Open | 2026-04-19 @ — | — | $600 | — | — | high_vol |
| AAPL | Open | 2026-04-19 @ — | — | $600 | — | — | high_vol |
| AAPL | Open | 2026-04-19 @ — | — | $600 | — | — | high_vol |
| AAPL | Open | 2026-04-19 @ — | — | $600 | — | — | high_vol |
| AAPL | Open | 2026-04-18 @ — | — | $500 | — | — | high_vol |
| AAPL | Open | 2026-04-18 @ — | — | $500 | — | — | high_vol |
| MSFT | Open | 2026-04-12 @ $300 | — | $1,000 | — | — | high_vol |
| AAPL | Stop loss | 2026-04-12 @ $150 | 2026-04-12 @ $165 | $1,000 | $100 | 10.00% | high_vol |
Model reviews
100 REVIEWS · WITH 7-DAY FORWARD OUTCOMES WHEN RESOLVED
FACT · ADVERSARY · ARBITRATOR
| Date | Ticker | Call | Score | Conf | Source | 7d Outcome |
|---|---|---|---|---|---|---|
| 2026-04-23 | KEY | Hold | +0 | 0 | 2 articles · benzinga | Pending |
| 2026-04-23 | IBKR | Hold | +0 | 0 | 9 articles · benzinga | Pending |
| 2026-04-23 | EBAY | Hold | +0 | 0 | 4 articles · benzinga | Pending |
| 2026-04-23 | DLR | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-23 | USB | Hold | +0 | 0 | sentiment · 0 articles | Pending |
| 2026-04-23 | XYZ | Hold | +0 | 0 | 4 articles · benzinga | Pending |
| 2026-04-23 | HLT | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-23 | TGT | Hold | +2 | 0 | 4 articles · benzinga | Pending |
| 2026-04-23 | SYF | Hold | +0 | 0 | 7 articles · benzinga | Pending |
| 2026-04-23 | CAT | Hold | +0 | 0 | 2 articles · benzinga | Pending |
| 2026-04-23 | NTRS | Hold | +2 | 0 | 8 articles · benzinga | Pending |
| 2026-04-23 | TT | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-23 | FITB | Hold | +0 | 0 | 3 articles · benzinga | Pending |
| 2026-04-23 | PNC | Hold | +0 | 0 | sentiment · 0 articles | Pending |
| 2026-04-23 | AMZN | Hold | +2 | 0 | 20 articles · benzinga | Pending |
| 2026-04-23 | BAC | Hold | +2 | 0 | 5 articles · benzinga | Pending |
| 2026-04-23 | JPM | Hold | +0 | 0 | 7 articles · benzinga | Pending |
| 2026-04-23 | COHR | Hold | +0 | 0 | 2 articles · benzinga | Pending |
| 2026-04-23 | AVGO | Hold | +2 | 0 | 17 articles · benzinga | Pending |
| 2026-04-23 | INTC | Hold | +0 | 0 | 12 articles · benzinga | Pending |
| 2026-04-23 | MRVL | Hold | +2 | 0 | 8 articles · benzinga | Pending |
| 2026-04-23 | AAPL | Hold | +2 | 0 | 20 articles · benzinga | Pending |
| 2026-04-22 | FDX | Hold | +0 | 0 | 3 articles · benzinga | Pending |
| 2026-04-22 | KEY | Hold | +0 | 0 | 2 articles · benzinga | Pending |
| 2026-04-22 | DGX | Hold | +0 | 0 | 10 articles · benzinga | Pending |
| 2026-04-22 | DLR | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-22 | TFC | Hold | +0 | 0 | 4 articles · benzinga | Pending |
| 2026-04-22 | IBKR | Hold | +0 | 0 | 8 articles · benzinga | Pending |
| 2026-04-22 | STT | Hold | +2 | 0 | 8 articles · benzinga | Pending |
| 2026-04-22 | BMY | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-22 | AVGO | Hold | +2 | 0 | 15 articles · benzinga | Pending |
| 2026-04-22 | USB | Hold | +0 | 0 | sentiment · 0 articles | Pending |
| 2026-04-22 | MRVL | Hold | +2 | 0 | 6 articles · benzinga | Pending |
| 2026-04-22 | AMZN | Hold | +2 | 0 | 20 articles · benzinga | Pending |
| 2026-04-22 | PNC | Hold | +0 | 0 | sentiment · 0 articles | Pending |
| 2026-04-22 | INTC | Hold | +0 | 0 | 12 articles · benzinga | Pending |
| 2026-04-22 | AAPL | Hold | +2 | 0 | 20 articles · benzinga | Pending |
| 2026-04-22 | BAC | Hold | +2 | 0 | 5 articles · benzinga | Pending |
| 2026-04-22 | GOOGL | Hold | +2 | 0 | 20 articles · benzinga | Pending |
| 2026-04-22 | RF | Hold | +0 | 0 | sentiment · 0 articles | Pending |
| 2026-04-22 | NTRS | Hold | +2 | 0 | 3 articles · benzinga | Pending |
| 2026-04-22 | TFC | Hold | +0 | 0 | 4 articles · benzinga | Pending |
| 2026-04-22 | HST | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-22 | C | Hold | +0 | 0 | 2 articles · benzinga | Pending |
| 2026-04-22 | KEY | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-22 | XYZ | Hold | +0 | 0 | 1 article · benzinga | Pending |
| 2026-04-22 | EBAY | Hold | +0 | 0 | 3 articles · benzinga | Pending |
| 2026-04-22 | USB | Hold | +0 | 0 | sentiment · 0 articles | Pending |
| 2026-04-22 | IBKR | Hold | +0 | 0 | 2 articles · benzinga | Pending |
| 2026-04-22 | TGT | Hold | +2 | 0 | 4 articles · benzinga | Pending |