SharpeShare Demo Portfolio

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Demo Holdings Oct 15 Prices Oct 15 close

Portfolio Value

$299,252

Day Change

+$624 (+0.23%)

Movers on Oct 15

See all 20 positions

Investment

Current value

$299,252

Net contributions

+$234,450

Investment growth

+$64,802

Net contributions include the $16,250 the account held on Jul 8, 2024, when its history begins.

View investment growth
LLY Eli Lilly and Company
6.6% $17,522.54 +$5,963.74 +51.59% +$600.18 +3.55% 14 $1,251.61
V Visa Inc.
4.8% $12,792.00 +$2,729.60 +27.13% +$266.24 +2.13% 32 $399.75
UNH UnitedHealth Group Incorporated
3.7% $9,760.08 +$161.68 +1.68% +$265.20 +2.79% 24 $406.67
MSFT Microsoft Corporation
8.5% $22,656.48 +$3,891.28 +20.74% +$241.50 +1.08% 42 $539.44
MCD McDonald's Corporation
2.7% $7,275.00 -$1,827.00 -20.07% +$125.70 +1.76% 30 $242.50
GOOGL Alphabet Inc.
9.2% $24,445.40 +$11,337.65 +86.50% +$110.60 +0.45% 70 $349.22
AMT American Tower Corporation
2.6% $6,891.68 -$842.92 -10.90% +$74.48 +1.09% 38 $181.36
NEE NextEra Energy, Inc.
2.7% $7,106.40 +$487.65 +7.37% +$53.10 +0.75% 90 $78.96
PG The Procter & Gamble Company
3.2% $8,639.40 -$206.60 -2.34% +$30.25 +0.35% 55 $157.08
RTX RTX Corporation
3.9% $10,282.25 +$2,797.50 +37.38% +$26.40 +0.26% 55 $186.95
KO The Coca-Cola Company
3.4% $9,200.00 +$2,535.00 +38.03% +$22.00 +0.24% 100 $92.00
LIN Linde plc
4.1% $10,850.84 +$603.64 +5.89% +$11.44 +0.11% 22 $493.22
JPM JPMorgan Chase & Co.
5.7% $15,098.85 +$4,230.00 +38.92% +$11.25 +0.07% 45 $335.53
TMUS T-Mobile US, Inc.
2.4% $6,281.20 -$2,036.80 -24.49% -$30.40 -0.48% 40 $157.03
COST Costco Wholesale Corporation
4.4% $11,736.12 +$932.82 +8.63% -$47.88 -0.41% 12 $978.01
AAPL Apple Inc.
7.7% $20,520.00 +$6,331.05 +44.62% -$57.60 -0.28% 60 $342.00
TSLA Tesla, Inc.
3.8% $10,148.32 +$214.22 +2.16% -$132.16 -1.29% 28 $362.44
XOM Exxon Mobil Corporation
5.2% $13,974.40 +$4,974.40 +55.27% -$186.40 -1.32% 80 $174.68
CAT Caterpillar Inc.
7.7% $20,597.92 +$9,818.12 +91.08% -$373.52 -1.78% 28 $735.64
NVDA NVIDIA Corporation
7.7% $20,636.85 +$7,564.47 +57.87% -$386.65 -1.84% 95 $217.23
  • LLY Eli Lilly and Company +$600 +$5,964 6.6% $17.5K+3.55% +51.6% $17.5K 6.6% 6.6%$17.5K Oct 15 +$600
  • V Visa Inc. +$266 +$2,730 4.8% $12.8K+2.13% +27.1% $12.8K 4.8% 4.8%$12.8K Oct 15 +$266
  • UNH UnitedHealth Group Incorporated +$265 +$162 3.7% $9.8K+2.79% +1.7% $9.8K 3.7% 3.7%$9.8K Oct 15 +$265
  • MSFT Microsoft Corporation +$242 +$3,891 8.5% $22.7K+1.08% +20.7% $22.7K 8.5% 8.5%$22.7K Oct 15 +$242
  • MCD McDonald's Corporation +$126 -$1,827 2.7% $7.3K+1.76% -20.1% $7.3K 2.7% 2.7%$7.3K Oct 15 +$126
  • GOOGL Alphabet Inc. +$111 +$11,338 9.2% $24.4K+0.45% +86.5% $24.4K 9.2% 9.2%$24.4K Oct 15 +$111
  • AMT American Tower Corporation +$74 -$843 2.6% $6.9K+1.09% -10.9% $6.9K 2.6% 2.6%$6.9K Oct 15 +$74
  • NEE NextEra Energy, Inc. +$53 +$488 2.7% $7.1K+0.75% +7.4% $7.1K 2.7% 2.7%$7.1K Oct 15 +$53
  • PG The Procter & Gamble Company +$30 -$207 3.2% $8.6K+0.35% -2.3% $8.6K 3.2% 3.2%$8.6K Oct 15 +$30
  • RTX RTX Corporation +$26 +$2,798 3.9% $10.3K+0.26% +37.4% $10.3K 3.9% 3.9%$10.3K Oct 15 +$26
  • KO The Coca-Cola Company +$22 +$2,535 3.4% $9.2K+0.24% +38.0% $9.2K 3.4% 3.4%$9.2K Oct 15 +$22
  • LIN Linde plc +$11 +$604 4.1% $10.9K+0.11% +5.9% $10.9K 4.1% 4.1%$10.9K Oct 15 +$11
  • JPM JPMorgan Chase & Co. +$11 +$4,230 5.7% $15.1K+0.07% +38.9% $15.1K 5.7% 5.7%$15.1K Oct 15 +$11
  • TMUS T-Mobile US, Inc. -$30 -$2,037 2.4% $6.3K-0.48% -24.5% $6.3K 2.4% 2.4%$6.3K Oct 15 -$30
  • COST Costco Wholesale Corporation -$48 +$933 4.4% $11.7K-0.41% +8.6% $11.7K 4.4% 4.4%$11.7K Oct 15 -$48
  • AAPL Apple Inc. -$58 +$6,331 7.7% $20.5K-0.28% +44.6% $20.5K 7.7% 7.7%$20.5K Oct 15 -$58
  • TSLA Tesla, Inc. -$132 +$214 3.8% $10.1K-1.29% +2.2% $10.1K 3.8% 3.8%$10.1K Oct 15 -$132
  • XOM Exxon Mobil Corporation -$186 +$4,974 5.2% $14.0K-1.32% +55.3% $14.0K 5.2% 5.2%$14.0K Oct 15 -$186
  • CAT Caterpillar Inc. -$374 +$9,818 7.7% $20.6K-1.78% +91.1% $20.6K 7.7% 7.7%$20.6K Oct 15 -$374
  • NVDA NVIDIA Corporation -$387 +$7,564 7.7% $20.6K-1.84% +57.9% $20.6K 7.7% 7.7%$20.6K Oct 15 -$387

Time-Weighted Returnsince Jul 8, 2024

Portfolio

+33.79%

S&P 500

+42.23%

Metrics · since Jul 8, 2024 (2.3 years)

Annualized growth
Portfolio
+13.7%
S&P 500
+16.8%
Largest decline
Portfolio
11.0%
S&P 500
18.8%
Risk-adjusted return
Portfolio
1.34
S&P 500
1.03
Downside risk-adjusted return
Portfolio
1.99
S&P 500
1.53
Win Rate
65.9%
Average Hold Time
325 days

Investment Growth

Current value

$299,252

Net contributions

+$234,450

Investment growth

+$64,802

Net contributions include the $16,250 the account held on Jul 8, 2024, when its history begins.

PORTFOLIO EXPLORER

Holdings (20)

PORTFOLIO RISK MAP

Return vs. risk, weighted by portfolio allocation.

Bubble size: Portfolio weight Color: Sector

RISK ATTRIBUTION

to
Buy
LLY Eli Lilly and Company
5 @ $872.60
Sell
JPM JPMorgan Chase & Co.
5 @ $287.40
Buy
TSLA Tesla, Inc.
18 @ $331.20
Buy
KO The Coca-Cola Company
25 @ $71.10
Buy
TMUS T-Mobile US, Inc.
8 @ $241.20
Buy
PG The Procter & Gamble Company
10 @ $158.30
Buy
LIN Linde plc
4 @ $493.60
Buy
AMT American Tower Corporation
6 @ $211.30
Buy
MCD McDonald's Corporation
5 @ $309.80
Buy
COST Costco Wholesale Corporation
3 @ $972.40
Buy
RTX RTX Corporation
10 @ $153.20
Buy
CAT Caterpillar Inc.
6 @ $438.50
Buy
MCD McDonald's Corporation
10 @ $307.40
Buy
XOM Exxon Mobil Corporation
15 @ $116.40
Buy
NEE NextEra Energy, Inc.
20 @ $77.10
Buy
RTX RTX Corporation
20 @ $146.20
Sell
TSLA Tesla, Inc.
4 @ $312.10
Buy
V Visa Inc.
16 @ $348.60
Buy
JPM JPMorgan Chase & Co.
15 @ $281.70
Buy
UNH UnitedHealth Group Incorporated
8 @ $318.40
Buy
UNH UnitedHealth Group Incorporated
8 @ $324.20
Buy
LLY Eli Lilly and Company
2 @ $824.50
Buy
TMUS T-Mobile US, Inc.
12 @ $231.70
Sell
UNH UnitedHealth Group Incorporated
4 @ $296.30
Buy
NVDA NVIDIA Corporation
40 @ $176.30
Buy
GOOGL Alphabet Inc.
15 @ $198.10
Buy
LIN Linde plc
8 @ $478.10
Buy
MSFT Microsoft Corporation
10 @ $485.20
Buy
AAPL Apple Inc.
15 @ $257.40
Buy
AMT American Tower Corporation
12 @ $196.40
Sell
NVDA NVIDIA Corporation
10 @ $171.80
Buy
KO The Coca-Cola Company
25 @ $69.30
Buy
PG The Procter & Gamble Company
15 @ $151.80
Sell
T AT&T Inc.
100 @ $25.30
Buy
COST Costco Wholesale Corporation
3 @ $935.20
Buy
CAT Caterpillar Inc.
8 @ $407.50
Sell
BA The Boeing Company
20 @ $228.40
Buy
NEE NextEra Energy, Inc.
25 @ $71.40
Buy
XOM Exxon Mobil Corporation
20 @ $109.80
Sell
PFE Pfizer Inc.
80 @ $24.60
Buy
JPM JPMorgan Chase & Co.
10 @ $266.10
Buy
GOOGL Alphabet Inc.
15 @ $165.75
Sell
DIS The Walt Disney Company
30 @ $91.75
Buy
NVDA NVIDIA Corporation
30 @ $114.20
Buy
MSFT Microsoft Corporation
12 @ $393.60
Sell
AAPL Apple Inc.
5 @ $244.20
Buy
AAPL Apple Inc.
15 @ $232.80
Buy
TSLA Tesla, Inc.
14 @ $397.25
Buy
LLY Eli Lilly and Company
7 @ $792.40
Buy
T AT&T Inc.
100 @ $22.10
Buy
MCD McDonald's Corporation
15 @ $298.60
Buy
BA The Boeing Company
20 @ $151.40
Buy
RTX RTX Corporation
25 @ $121.15
Buy
PFE Pfizer Inc.
80 @ $29.10
Buy
V Visa Inc.
16 @ $280.30
Buy
DIS The Walt Disney Company
30 @ $88.20
Buy
NVDA NVIDIA Corporation
35 @ $105.40
Buy
UNH UnitedHealth Group Incorporated
12 @ $557.20
Buy
TMUS T-Mobile US, Inc.
20 @ $180.40
Buy
LIN Linde plc
10 @ $444.80
Buy
AMT American Tower Corporation
20 @ $205.50
Buy
PG The Procter & Gamble Company
30 @ $166.20
Buy
KO The Coca-Cola Company
50 @ $63.10
Buy
COST Costco Wholesale Corporation
6 @ $846.75
Buy
CAT Caterpillar Inc.
14 @ $349.20
Buy
XOM Exxon Mobil Corporation
45 @ $112.40
Buy
NEE NextEra Energy, Inc.
45 @ $73.15
Buy
JPM JPMorgan Chase & Co.
25 @ $207.60
Buy
GOOGL Alphabet Inc.
40 @ $191.25
Buy
MSFT Microsoft Corporation
20 @ $459.50
Buy
AAPL Apple Inc.
35 @ $228.10
Deposit Cash deposit +$102,000.00
Dividend
CAT Caterpillar Inc.
+$19.74
Dividend
PG The Procter & Gamble Company
+$30.30
Deposit Cash deposit +$3,500.00
Dividend
COST Costco Wholesale Corporation
+$6.96
Dividend
AAPL Apple Inc.
+$8.75
Dividend
XOM Exxon Mobil Corporation
+$42.75
Dividend
NEE NextEra Energy, Inc.
+$23.18
Deposit Cash deposit +$3,500.00
Dividend
TMUS T-Mobile US, Inc.
+$17.60
Dividend
GOOGL Alphabet Inc.
+$8.00
Dividend
UNH UnitedHealth Group Incorporated
+$25.20
Dividend
LIN Linde plc
+$13.00
Dividend
NVDA NVIDIA Corporation
+$0.35
Dividend
MSFT Microsoft Corporation
+$15.00
Dividend
KO The Coca-Cola Company
+$24.25
Dividend
JPM JPMorgan Chase & Co.
+$28.75
Deposit Cash deposit +$3,500.00
Dividend
AMT American Tower Corporation
+$32.40
Dividend
CAT Caterpillar Inc.
+$19.74
Dividend
PG The Procter & Gamble Company
+$30.30
Dividend
PFE Pfizer Inc.
+$33.60
Deposit Cash deposit +$3,500.00
Dividend
COST Costco Wholesale Corporation
+$6.96
Dividend
AAPL Apple Inc.
+$8.75
Dividend
V Visa Inc.
+$8.32
Dividend
XOM Exxon Mobil Corporation
+$42.75
Dividend
RTX RTX Corporation
+$15.75
Dividend
NEE NextEra Energy, Inc.
+$23.18
Dividend
KO The Coca-Cola Company
+$24.25
Dividend
MCD McDonald's Corporation
+$25.05
Dividend
NVDA NVIDIA Corporation
+$0.35
Dividend
TMUS T-Mobile US, Inc.
+$17.60
Deposit Cash deposit +$3,500.00
Dividend
UNH UnitedHealth Group Incorporated
+$25.20
Dividend
LIN Linde plc
+$13.00
Dividend
GOOGL Alphabet Inc.
+$8.00
Dividend
MSFT Microsoft Corporation
+$15.00
Dividend
DIS The Walt Disney Company
+$13.50
Deposit Cash deposit +$4,200.00
Dividend
JPM JPMorgan Chase & Co.
+$31.25
Dividend
T AT&T Inc.
+$27.75
Dividend
AMT American Tower Corporation
+$34.00
Deposit Cash deposit +$15,000.00
Dividend
CAT Caterpillar Inc.
+$21.14
Dividend
PG The Procter & Gamble Company
+$31.80
Dividend
PFE Pfizer Inc.
+$34.40
Deposit Cash deposit +$4,200.00
Dividend
COST Costco Wholesale Corporation
+$7.80
Dividend
AAPL Apple Inc.
+$13.00
Dividend
V Visa Inc.
+$9.44
Dividend
XOM Exxon Mobil Corporation
+$44.55
Dividend
LLY Eli Lilly and Company
+$10.50
Dividend
RTX RTX Corporation
+$17.00
Dividend
NEE NextEra Energy, Inc.
+$25.49
Dividend
MCD McDonald's Corporation
+$26.55
Deposit Cash deposit +$4,200.00
Dividend
TMUS T-Mobile US, Inc.
+$19.60
Dividend
GOOGL Alphabet Inc.
+$8.40
Dividend
LIN Linde plc
+$14.00
Dividend
UNH UnitedHealth Group Incorporated
+$26.52
Dividend
NVDA NVIDIA Corporation
+$0.35
Dividend
MSFT Microsoft Corporation
+$26.56
Dividend
KO The Coca-Cola Company
+$25.50
Dividend
JPM JPMorgan Chase & Co.
+$31.25
Deposit Cash deposit +$4,200.00
Dividend
T AT&T Inc.
+$27.75
Dividend
AMT American Tower Corporation
+$34.00
Withdrawal Cash withdrawal -$6,500.00
Dividend
CAT Caterpillar Inc.
+$21.14
Dividend
PG The Procter & Gamble Company
+$31.80
Dividend
PFE Pfizer Inc.
+$34.40
Deposit Cash deposit +$4,200.00
Dividend
COST Costco Wholesale Corporation
+$7.80
Dividend
AAPL Apple Inc.
+$11.70
Dividend
V Visa Inc.
+$9.44
Dividend
LLY Eli Lilly and Company
+$10.50
Dividend
XOM Exxon Mobil Corporation
+$44.55
Dividend
RTX RTX Corporation
+$17.00
Dividend
NEE NextEra Energy, Inc.
+$25.49
Dividend
MCD McDonald's Corporation
+$26.55
Deposit Cash deposit +$4,200.00
Dividend
TMUS T-Mobile US, Inc.
+$19.60
Dividend
UNH UnitedHealth Group Incorporated
+$26.52
Dividend
LIN Linde plc
+$14.00
Dividend
GOOGL Alphabet Inc.
+$11.55
Dividend
NVDA NVIDIA Corporation
+$0.65
Dividend
MSFT Microsoft Corporation
+$26.56
Dividend
KO The Coca-Cola Company
+$25.50
Dividend
JPM JPMorgan Chase & Co.
+$43.75
Deposit Cash deposit +$4,200.00
Dividend
T AT&T Inc.
+$27.75
Dividend
AMT American Tower Corporation
+$34.00
Dividend
CAT Caterpillar Inc.
+$21.14
Dividend
PG The Procter & Gamble Company
+$31.80
Deposit Cash deposit +$4,200.00
Dividend
COST Costco Wholesale Corporation
+$7.80
Dividend
AAPL Apple Inc.
+$11.70
Dividend
V Visa Inc.
+$9.44
Dividend
XOM Exxon Mobil Corporation
+$64.35
Dividend
LLY Eli Lilly and Company
+$10.50
Dividend
RTX RTX Corporation
+$17.00
Dividend
NEE NextEra Energy, Inc.
+$39.66
Dividend
MCD McDonald's Corporation
+$26.55
Deposit Cash deposit +$4,200.00
Dividend
TMUS T-Mobile US, Inc.
+$19.60
Dividend
LIN Linde plc
+$14.00
Dividend
GOOGL Alphabet Inc.
+$11.55
Dividend
UNH UnitedHealth Group Incorporated
+$26.52
Dividend
MSFT Microsoft Corporation
+$26.56
Dividend
NVDA NVIDIA Corporation
+$0.65
Dividend
KO The Coca-Cola Company
+$25.50
Dividend
JPM JPMorgan Chase & Co.
+$43.75
Deposit Cash deposit +$4,200.00
Dividend
AMT American Tower Corporation
+$34.00
Dividend
T AT&T Inc.
+$27.75
Dividend
CAT Caterpillar Inc.
+$33.22
Dividend
PG The Procter & Gamble Company
+$31.80
Deposit Cash deposit +$4,200.00
Dividend
COST Costco Wholesale Corporation
+$11.70
Dividend
AAPL Apple Inc.
+$11.70
Dividend
V Visa Inc.
+$9.44
Dividend
XOM Exxon Mobil Corporation
+$64.35
Dividend
RTX RTX Corporation
+$17.00
Dividend
LLY Eli Lilly and Company
+$10.50
Dividend
NEE NextEra Energy, Inc.
+$39.66
Dividend
MCD McDonald's Corporation
+$26.55
Dividend
KO The Coca-Cola Company
+$25.50
Dividend
NVDA NVIDIA Corporation
+$0.65
Dividend
TMUS T-Mobile US, Inc.
+$19.60
Deposit Cash deposit +$4,200.00
Dividend
GOOGL Alphabet Inc.
+$11.55
Dividend
UNH UnitedHealth Group Incorporated
+$26.52
Dividend
LIN Linde plc
+$14.00
Dividend
MSFT Microsoft Corporation
+$26.56
Deposit Cash deposit +$5,000.00
Dividend
JPM JPMorgan Chase & Co.
+$49.00
Dividend
AMT American Tower Corporation
+$56.96
Deposit Cash deposit +$18,000.00
Dividend
CAT Caterpillar Inc.
+$35.42
Dividend
PG The Procter & Gamble Company
+$49.95
Deposit Cash deposit +$5,000.00
Dividend
COST Costco Wholesale Corporation
+$13.05
Dividend
AAPL Apple Inc.
+$16.20
Withdrawal Cash withdrawal -$4,200.00
Dividend
V Visa Inc.
+$10.56
Dividend
XOM Exxon Mobil Corporation
+$66.95
Dividend
LLY Eli Lilly and Company
+$11.90
Dividend
RTX RTX Corporation
+$18.25
Dividend
NEE NextEra Energy, Inc.
+$43.40
Dividend
MCD McDonald's Corporation
+$27.90
Deposit Cash deposit +$5,000.00
Dividend
TMUS T-Mobile US, Inc.
+$34.56
Dividend
LIN Linde plc
+$27.00
Dividend
GOOGL Alphabet Inc.
+$15.40
Dividend
UNH UnitedHealth Group Incorporated
+$37.12
Dividend
NVDA NVIDIA Corporation
+$0.95
Dividend
MSFT Microsoft Corporation
+$38.22
Dividend
KO The Coca-Cola Company
+$40.12
Dividend
JPM JPMorgan Chase & Co.
+$49.00
Deposit Cash deposit +$5,000.00
Dividend
AMT American Tower Corporation
+$56.96
Dividend
CAT Caterpillar Inc.
+$35.42
Dividend
PG The Procter & Gamble Company
+$49.95
Deposit Cash deposit +$5,000.00
Dividend
COST Costco Wholesale Corporation
+$13.05
Dividend
AAPL Apple Inc.
+$16.20
Dividend
V Visa Inc.
+$21.12
Dividend
LLY Eli Lilly and Company
+$15.30
Dividend
XOM Exxon Mobil Corporation
+$82.40
Dividend
RTX RTX Corporation
+$32.85
Withdrawal Cash withdrawal -$9,000.00
Dividend
NEE NextEra Energy, Inc.
+$55.80
Dividend
MCD McDonald's Corporation
+$27.90
Deposit Cash deposit +$5,000.00
Dividend
TMUS T-Mobile US, Inc.
+$34.56
Dividend
LIN Linde plc
+$27.00
Dividend
GOOGL Alphabet Inc.
+$15.40
Dividend
UNH UnitedHealth Group Incorporated
+$55.68
Dividend
NVDA NVIDIA Corporation
+$0.95
Dividend
MSFT Microsoft Corporation
+$38.22
Dividend
KO The Coca-Cola Company
+$40.12
Dividend
JPM JPMorgan Chase & Co.
+$63.00
Deposit Cash deposit +$5,000.00
Dividend
AMT American Tower Corporation
+$67.64
Dividend
CAT Caterpillar Inc.
+$45.08
Dividend
PG The Procter & Gamble Company
+$61.05