$ positions --all
13 positions
Pro
- TSMopenTaiwan Semiconductor Mfg · semis6/10Conviction 6 out of 10$13,851.25+14.62%2026-07-28
- SOXXopeniShares Semiconductor ETF · index, semis7/10Conviction 7 out of 10$9,909.02-20.89%2026-07-18
- AAPLopenApple Inc · compounder8/10Conviction 8 out of 10$17,475.50+27.58%2026-07-13
- COSTopenCostco Wholesale Corp · boring, compounder6/10Conviction 6 out of 10$31,394.10+51.49%2026-06-28
- MUopenMicron Technology Inc · cyclical, semis8/10Conviction 8 out of 10$35,785.35-26.47%2026-06-23
- UNHopenUnitedHealth Group Inc · healthcare6/10Conviction 6 out of 10$8,187.60+31.33%2026-05-24
- PFEwatchingPfizer Inc · healthcare3/10Conviction 3 out of 101 entry2026-05-04
- NVDAopenNVIDIA Corp · ai infra, semis7/10Conviction 7 out of 10$13,008.45-29.18%2026-04-24
- SHOPwatchingShopify Inc · software4/10Conviction 4 out of 101 entry2026-02-03
- ASMLopenASML Holding NV · semis8/10Conviction 8 out of 10$17,955.60-29.93%2026-01-24
- DISopenWalt Disney Co · consumer5/10Conviction 5 out of 10$4,758.00+5.56%2025-12-05
- ETSYclosedEtsy Inc · consumer2/10Conviction 2 out of 104 entries2025-10-11
- VOOopenVanguard S&P 500 ETF · boring, index6/10Conviction 6 out of 10$22,552.96+22.51%2024-09-21