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CarmenWiseStage 1 · Portfolio
June 5, 2026↑ Demo
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Total account value
$265,000
Joint WROS · Fidelity
All-time gain
+$21,270
+24.2% return
Today's change
−$98
-0.09% today
Cash (money market)
$106,400
40.2% · ~5% yield
Invested capital
$109,000
41.1% deployed
Best performer
AMZN
+52.3% all time
Allocation — where your money is
Cash 40.2%VOO 12.2%VTI 7.1%QQQ 4.2%AAPL 3.3%
All-time gain per holding
YTD performance — portfolio vs S&P 500
Your portfolioS&P 500Invested only
Cash deployment capacity
Total cash
$106,400
money market
Yield today
~5.0%
annual rate
Cash vs total account40.2%
Invested vs total account41.1%
+$5,320 / year
annual yield on cash at current rate
How much to deploy?
Conservative · 20%
Keep $85,120 in cash
$21,280
Moderate · 40%
Keep $63,840 in cash
$42,560
Aggressive · 70%
Keep $31,920 in cash
$74,480
See opportunities below to decide where to deploy
Sector breakdown (invested capital only)
Holdings detail
| Ticker | Name | Sector | Value | All-time | Today | Weight |
|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | broad | $32,400 | +18.4% | −$211 | 29.7% |
| VTI | Vanguard Total Market | broad | $18,750 | +22.1% | −$142 | 17.2% |
| QQQ | Invesco Nasdaq 100 ETF | broad | $11,200 | +41.8% | −$96 | 10.3% |
| AAPL | Apple Inc | tech | $8,640 | +34.2% | +$122 | 7.9% |
| MSFT | Microsoft Corp | tech | $7,920 | +28.9% | +$89 | 7.3% |
| AMZN | Amazon.com Inc | tech | $6,480 | +52.3% | −$74 | 5.9% |
| GLD | SPDR Gold Shares ETF | metals | $9,100 | +31.5% | +$211 | 8.3% |
| JNJ | Johnson & Johnson | health | $5,850 | +8.4% | −$32 | 5.4% |
| BRK.B | Berkshire Hathaway B | fin | $5,200 | +19.7% | +$64 | 4.8% |
| VNQ | Vanguard Real Estate ETF | reit | $3,460 | -4.2% | −$29 | 3.2% |
Cash deployment opportunities
Energy
VDE · $173 · RSI 65
Strong buy
Rank #1
EOG Resources
Low P/E 12.8x · clean chart · special divs
+22%
Fwd P/E 12.8x
Cheniere Energy
LNG exports · AI power demand · ROE 58%
+19%
P/E 11.6x
ExxonMobil
$52B op cash · Permian + Guyana · 43yr div
+8%
P/E 23x
ConocoPhillips
Marathon synergies · $1B cost cuts · 3.2% yield
+23%
Fwd P/E 11x
Info Tech
VGT · $112 · RSI 66
Strong buy
Rank #2
Microsoft
Azure +39% · cheapest in 3yrs · $625B backlog
+35%
Fwd P/E 22x
NVIDIA
Blackwell demand · 80% AI mkt share
+25%
Fwd P/E 27x
Broadcom
Custom ASICs · VMware · FCF margin 41%
+12%
Fwd P/E 28x
Micron
HBM4 supercycle · re-entry target $620
+20–57%
EPS +251% FY26
Consumer Staples
VDC · $235 · RSI 63
Strong buy
Rank #3
Philip Morris
IQOS +11% · Zyn +10% · smoke-free pivot
+18%
P/E 20x · 3.7% div
Procter & Gamble
P/E 21x vs 10yr median 25x · vol growth back
+15%
P/E 21x · 3.1% div
PepsiCo
54-yr div king · 4% yield · price cuts driving vol
+14%
P/E 24x · 4.0% div
Walmart
$713B rev · ad biz +46% · priced for perfection
+5%
P/E 35x · wait