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Your Portfolio

RA 2 — VERY AGGRESSIVE

STRATEGY

RA 2

Very Aggressive · 40yr horizon

POSITIONS

18

13 core · 5 sleeve

LAST SCAN

Jun 22

Next: ~Jul 6

DROPS BALANCE

4,950 ◆

+990 this month

CORE PORTFOLIO — 85%

TICKER	WEIGHT	TREND
MRVL	7.4%	Steady
ALGM	6.8%	Accel.
CRDO	6.3%	Steady
WDC	13.3%	Accel.
MGNI	15.0%	Emerging
LEVI	11.0%	Emerging
BROS	7.6%	Emerging
RL	6.4%	Emerging
AMCR	7.3%	Emerging
AMAT	5.1%	Accel.
AEIS	6.0%	Steady
KLIC	4.2%	Steady
BOOT	3.6%	Emerging

GROWTH SLEEVE — 15%

SLP STOP$13.68

LNN STOP$89.32

ABM STOP$33.11

LQDT STOP$28.42

APOG STOP$30.95

SECTOR ALLOCATION

SEMIS

35.8%

DISC

35.8%

TECH

28.3%

DROPS BALANCE

4,950 ◆

1% advisory fee · 10 ◆ per $1 paid

NEXT ITEM: NAVIER HOODIE (7,200 ◆)

2,250 ◆ away · about 2.5 months

VIEW THE STORE →

RECENT ACTIVITY

Portfolio scan completed

June 22, 2026

RA 2

990 Drops credited

June 1, 2026

+990 ◆

Portfolio scan completed

June 8, 2026

RA 2

990 Drops credited

May 1, 2026

+990 ◆

Account activated

April 1, 2026

WELCOME