Red vs Blue
Aggregated modeled books. A secondary social view, not the product.
Red
Modeled book
$35.93M
Modeled YTD
+10.1%
Bonds
22.9%Technology
25.3%Consumer
5.7%Index
27.5%Financials
0.5%Energy
0.3%Bonds$15.00M
MSFT$4.88M
NVDA$4.50M
CCL$3.00M
CRWV$3.00M
SPY$1.30M
Blue
Modeled book
$16.09M
Modeled YTD
+8.2%
Technology
36.7%Utilities
1.3%Communication
0.6%Consumer
0.6%Healthcare
4.3%Other
40.2%AVGO$6.00M
NVDA$4.13M
PANW$3.00M
Cash$1.04M
VST$750.0K
GOOGL$375.0K