Portfolio Performance
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$
70,074
Portfolio Value
+14.0%
price return since purchase
$
8,605
Unrealized Gain
$61,469
cost basis
+14.8
%
Total Return (Est.)
$490
estimated dividends
29% CVX
39% JNJ
32% NVDA
Allocation
Share of value today
Jun
2026
Jul
Aug
Sep
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
80
90
100
110
120
130
Performance Since Purchase
Price rebased to 100 at purchase
JNJ
NVDA
Portfolio
CVX
Jun
2026
Jul
Aug
Sep
4.30%
4.40%
4.50%
4.60%
4.70%
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
$
271.22
$
27,122
38.7
%
+20.2
%
$
205
+21.2
%
31.5
1.94
%
0.23
NVDA
NVIDIA Corporation
Technology
100
196.50
225.07
22,507
32.1
+14.5
11
+14.6
28.5
0.12
2.22
CVX
Chevron Corp
Energy
100
192.64
204.45
20,445
29.2
+6.1
273
+7.6
19.6
3.39
0.49
Data as of 19:55 UTC on 28 Sep 2026
made with
dbt Charts