⚠ DEMO MODE — Dollar amounts and share quantities redacted
Precious Metals — Position Detail
TickerAcctSharesPriceValueDay %
GLDDM IRA 046▓▓▓$▓▓▓$▓▓▓-1.94%
SLVDM IRA 046▓▓▓$▓▓▓$▓▓▓-1.36%
SLVDM Indiv 452▓▓▓$▓▓▓$▓▓▓-1.36%
NEMJoint 785▓▓▓$▓▓▓$▓▓▓-1.15%
SLVJoint 785▓▓▓$▓▓▓$▓▓▓-1.36%
GLDAP 644▓▓▓$▓▓▓$▓▓▓-1.94%
SLVAP 644▓▓▓$▓▓▓$▓▓▓-1.36%
TOTAL$▓▓▓
BRK/B Fortress — Position Detail
AccountSharesAvg CostValueDay %
TOTAL — 0 shares$▓▓▓
Tech — Position Detail
TickerAcctSharesPriceValueDay %
GOOGDM Indiv 452▓▓▓$▓▓▓$▓▓▓-1.36%
TSLAJoint 785▓▓▓$▓▓▓$▓▓▓-2.76%
TSLAAP 644▓▓▓$▓▓▓$▓▓▓-2.76%
NVDAAP 644▓▓▓$▓▓▓$▓▓▓-1.66%
AMDAP 644▓▓▓$▓▓▓$▓▓▓-3.61%
TOTAL$▓▓▓
Energy Complex — Position Detail
TickerSharesPriceValueDay %
COP▓▓▓$▓▓▓$▓▓▓+2.96%
HAL▓▓▓$▓▓▓$▓▓▓-2.17%
XLE▓▓▓$▓▓▓$▓▓▓+1.78%
COP▓▓▓$▓▓▓$▓▓▓+2.96%
PSX▓▓▓$▓▓▓$▓▓▓+4.78%
CVX▓▓▓$▓▓▓$▓▓▓+3.60%
VLO▓▓▓$▓▓▓$▓▓▓+3.10%
SLB▓▓▓$▓▓▓$▓▓▓-7.25%
TOTAL$▓▓▓
Thesis Trades — Position Detail
TickerAvg CostSharesPriceValueDay %
MTMCF$▓▓▓▓▓▓$▓▓▓$▓▓▓-3.42%
CCJ$▓▓▓▓▓▓$▓▓▓$▓▓▓+0.53%
DJT$▓▓▓▓▓▓$▓▓▓$▓▓▓-3.18%
UURAF$▓▓▓▓▓▓$▓▓▓$▓▓▓-2.41%
MTMCF$▓▓▓▓▓▓$▓▓▓$▓▓▓-3.42%
IMSR$▓▓▓▓▓▓$▓▓▓$▓▓▓-3.18%
TOTAL$▓▓▓
Other Positions — Detail
TickerAcctSharesPriceValueDay %
BRK.BDM IRA 046▓▓▓$▓▓▓$▓▓▓-0.24%
BRK.BDM Indiv 452▓▓▓$▓▓▓$▓▓▓-0.24%
CTBBDM Indiv 452▓▓▓$▓▓▓$▓▓▓+1.43%
EFIPXJoint 785▓▓▓$▓▓▓$▓▓▓-0.17%
BRK.BJoint 785▓▓▓$▓▓▓$▓▓▓-0.24%
AGIXJoint 785▓▓▓$▓▓▓$▓▓▓-1.97%
BBBY+AP 644▓▓▓$▓▓▓$▓▓▓-6.72%
XOVRAP 644▓▓▓$▓▓▓$▓▓▓-1.59%
BRK.BAP 644▓▓▓$▓▓▓$▓▓▓-0.24%
AGIXAP 644▓▓▓$▓▓▓$▓▓▓-1.97%
SNANFAP 644▓▓▓$▓▓▓$▓▓▓-8.57%
TOTAL$▓▓▓
Open Orders — AP ...644 (12 working)
TickerSideQtyLimitTypeSince
AMDBUY50.0$▓▓▓GOOD_TILL_CANCEL2026-03-06
GLDBUY30.0$▓▓▓GOOD_TILL_CANCEL2026-03-03
GLDBUY30.0$▓▓▓GOOD_TILL_CANCEL2026-03-03
GLDBUY25.0$▓▓▓GOOD_TILL_CANCEL2026-03-03
SLVSELL200.0$▓▓▓GOOD_TILL_CANCEL2026-02-28
AMDBUY25.0$▓▓▓GOOD_TILL_CANCEL2026-02-28
AMDBUY25.0$▓▓▓GOOD_TILL_CANCEL2026-02-27
ALBBUY33.0$▓▓▓GOOD_TILL_CANCEL2026-02-15
DXYZBUY200.0$▓▓▓GOOD_TILL_CANCEL2026-02-13
TSLABUY10.0$▓▓▓GOOD_TILL_CANCEL2026-02-06
TSLABUY10.0$▓▓▓GOOD_TILL_CANCEL2026-02-06
SLVSELL150.0$▓▓▓GOOD_TILL_CANCEL2026-02-04

PORTFOLIO MONITOR — DEMO ⚡ LIVE SCHWAB API

$▓▓▓
Mar 12, 2026 12:14 PM MST
Auto-refresh 10:30 AM ET weekdays
✓ Live from Schwab API
Portfolio Allocation
$▓▓▓ gross
PM $▓▓▓ (37.5%)
BRK/B $▓▓▓ (0.0%)
Tech $▓▓▓ (14.7%)
Thesis $▓▓▓ (11.7%)
Energy $▓▓▓ (10.1%)
Other $▓▓▓ (26.0%)
⚠ AP ...644 margin: $▓▓▓ | Buying power: $▓▓▓
Precious Metals (37.5%) $▓▓▓
GLD $▓▓▓ -1.94%SLV $▓▓▓ -1.36%SLV $▓▓▓ -1.36%NEM $▓▓▓ -1.15%SLV $▓▓▓ -1.36%+2 more
War Thesis — Step 1 PM Hedge
PM hedge at 37.5% of gross. SLV SELL orders at $▓▓▓/$▓▓▓ standing. GLD dip buys at $▓▓▓/$▓▓▓/$▓▓▓ — well below market.
BRK/B Fortress (0.0%) $▓▓▓
BRK/B 0sh 4 accounts
✓ Set and Forget
0 shares across 4 accounts. 0.0% of portfolio. Zero monitoring required.
Tech (14.7%) $▓▓▓
GOOG $▓▓▓ -1.36%TSLA $▓▓▓ -2.76%TSLA $▓▓▓ -2.76%NVDA $▓▓▓ -1.66%AMD $▓▓▓ -3.61%
AMD Ladder Active
50sh filled @$▓▓▓. GTC orders: 50@$▓▓▓ 25@$▓▓▓ 25@$▓▓▓ working. NVDA GTC keynote Mar 16.
Energy Complex (10.1%) $▓▓▓
COP $▓▓▓ +2.96%HAL $▓▓▓ -2.17%XLE $▓▓▓ +1.78%COP $▓▓▓ +2.96%PSX $▓▓▓ +4.78%+3 more
Oil $▓▓▓+ — Energy Printing
VLO/PSX/CVX/COP all up on oil shock. SLB outlier — monitor. Alberta refinery thesis: VLO, PSX positioned.
Thesis Trades (11.7%) $▓▓▓
MTMCF $▓▓▓ -3.42%CCJ $▓▓▓ +0.53%DJT $▓▓▓ -3.18%UURAF $▓▓▓ -2.41%MTMCF $▓▓▓ -3.42%IMSR $▓▓▓ -3.18%
DJT S-4 Clock Ticking
6,000sh — no S-4 by April = discuss sizing down. Merger completion required for recovery thesis.
MTMCF/UURAF — Rare Earths Alert
US ~2-month rare earth supply. Flash Joule Heating + RapidSX thesis accelerating. CCJ uranium intact.
Other Positions (26.0%) $▓▓▓
BRK.B $▓▓▓ -0.24%BRK.B $▓▓▓ -0.24%CTBB $▓▓▓ +1.43%EFIPX $▓▓▓ -0.17%BRK.B $▓▓▓ -0.24%+6 more
SNANF — Monitor Only
COVID-era penny stock. Mentally written off. Watch M&A/shell recycling only. BBBY+ = essentially zero.
Open Orders — AP ...644 12 working
AMD ×3 BUYGLD ×3 BUYSLV ×2 SELLTSLA ×2 BUYALB ×1 BUY
GLD Dip Buys — Far Below Market
GLD orders at $▓▓▓/$▓▓▓/$▓▓▓ AMD ladder: $▓▓▓/$▓▓▓/$▓▓▓ working. TSLA dip buys at $▓▓▓/$▓▓▓
Leverage & Liquidity Monitor
2001/2008 Crash Protection
Portfolio Equity
$▓▓▓
Live Schwab data
Margin Used
$▓▓▓
✓ Down from $▓▓▓k peak
Leverage Ratio
1.07x
✓ SAFE <1.25x
PM Allocation
37.5%
✓ HEDGED
Status: Portfolio $▓▓▓ Margin $▓▓▓ — conservative. Leverage 1.07x. PM hedge 37.5%. War thesis: Step 1 ✓ Step 2 ⚠ AMBER Step 3 ✗ pending ceasefire.
Macro Risk Monitor
⚠ Oil $▓▓▓+ | Iran War | Warsh Stalled
VIX (Live)
26.79
+10.57% today
⚠ Elevated — war premium
USD/JPY (Live)
159.42
Yen weakening on oil
✓ Above 155 — carry unwind eased
TNX 10Y (Live)
4.27%
+1.45% today
⚠ Rising on oil/inflation
Warsh Confirmation
STALLED
1 GOP senator blocking
⚠ Slow repricing scenario
⚠ WAR THESIS: Oil $▓▓▓+, Hormuz disrupted. SPR: 172M US + 400M IEA released. Step 3 ceasefire pending. Rare earths 2-month supply = MTMCF/UURAF catalyst. Warsh stalled = slow repricing. Energy longs printing.