Portfolio Performance
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$
69,468
Portfolio Value
+13.0%
price return since purchase
$
7,999
Unrealized Gain
$61,469
cost basis
+13.9
%
Total Return (Est.)
$562
estimated dividends
32% CVX
37% JNJ
31% NVDA
Allocation
Share of value today
Jun
2026
Jul
Aug
Sep
Oct
0
20,000
40,000
60,000
$80,000
Portfolio Value by Holding
Daily market value, 100 shares of each since purchase
CVX
NVDA
JNJ
Jun
2026
Jul
Aug
Sep
Oct
80
90
100
110
120
130
Performance Since Purchase
Price rebased to 100 at purchase
CVX
JNJ
Portfolio
NVDA
Jun
2026
Jul
Aug
Sep
Oct
4.40%
4.60%
4.80%
5.00%
10-Year Treasury Yield
As available each trading day
Holdings
Select a ticker or company for its asset detail
Ticker
Company
Sector
Shares
Bought At
Last
Close
Value
Weight
Price Return
Est. Dividends
Total Return (Est.)
P/E
Div.
Yield
Beta
JNJ
Johnson & Johnson
Healthcare
100
$
225.55
$
255.56
$
25,556
36.8
%
+13.3
%
$
235
+14.3
%
31.5
1.94
%
0.23
CVX
Chevron Corp
Energy
100
192.64
224.99
22,499
32.4
+16.8
314
+18.4
19.6
3.39
0.49
NVDA
NVIDIA Corporation
Technology
100
196.50
214.13
21,413
30.8
+9.0
13
+9.0
28.5
0.12
2.22
Data as of 13:22 UTC on 17 Oct 2026
made with
dbt Charts