UPDATED JUL 16, 2026

Current portfolio

Current holdings in the simulated 25/20 BIL portfolio.

PORTFOLIO VALUE$444,744Initial capital $100,000
EQUITY EXPOSURE100%BIL 0%
POSITIONS10Maximum 10 stock positions
UNREALIZED P&L$84,129+23.3% since entry
StockEntry dateReturnWeightMarket valueRank
CRWDNasdaq 100
May 18, 2026+38.3%
13.9%
$61,938#9
FTNTNasdaq 100
May 18, 2026+32.1%
13.3%
$59,189#8
SNDKNasdaq 100
Apr 13, 2026+62.7%
11.5%
$51,328#5
INTCNasdaq 100
Apr 13, 2026+56.0%
11.1%
$49,192#12
DDOGNasdaq 100
May 11, 2026+33.7%
10.9%
$48,507#2
STXNasdaq 100
Apr 13, 2026+49.2%
10.6%
$47,051#11
AMDNasdaq 100
May 11, 2026+8.8%
8.9%
$39,474#4
MUNasdaq 100
May 11, 2026+7.6%
8.8%
$39,053#3
ARMNasdaq 100
Jun 15, 2026-32.9%
5.6%
$24,972#6
ALABNasdaq 100
Jun 29, 2026-20.7%
5.4%
$24,040#1