+$2,974
+4.02% since inception
26.9%
to reach $1M by 2037
PRESSURED
Capital: BUILD PHASE
Market conditions are elevated. Jupiter is monitoring entry zones across all 13 positions. DCA discipline is the primary compounding lever. Signals tab shows live entry zone analysis per holding.
| Symbol | Live Value | Weight | Return |
|---|
| BTC | $14,742 | 19.1% | +0.79% |
| AVGO | $13,385 | 17.4% | +37.46% |
| NVDA | $11,830 | 15.4% | +13.03% |
| NOW | $6,952 | 9.0% | -19.48% |
| MELI | $5,898 | 7.7% | +2.77% |
■ Equity 79%
■ Crypto 19%
■ ETF 2%
◆ Entry Zone Analysis — AI-generated per holding using live SMAs, 40-week average, momentum and trend. Each card shows Primary Buy Zone, Secondary Buy Zone, Avoid Zone, ADD/HOLD/TRIM signal, and a 2037 Gap Bridge share count recommendation.
Price $90.22
Location NEAR LOWS
vs SMA20 -6.5%
vs SMA50 -14.0%
vs 40W -39.6%
SMA20 96.51 | SMA50 104.88 | 40W 149.28
ACCUMULATION
SIGNAL: ADD
CONFIDENCE: HIGH
✓ IMMEDIATE ENTRY VALID
PRIMARY BUY ZONE◆ PRICE HERE $85 – $92
Current price in deep value territory — -14% SMA50 discount creates compelling long-term entry.
SECONDARY BUY ZONE$75 – $84
Deeper capitulation zone representing extreme oversold conditions.
AVOID / EXTENDED ZONE$105 – $120
Above SMA50 would eliminate current technical value opportunity.
ALLOCATION
Primary 60%
Secondary 25%
Reserve 15%
Begin accumulation immediately in primary zone — deploy majority allocation, reserve for potential further weakness.
✕ INVALIDATION
$70 – $75
Break below would signal structural breakdown requiring thesis reassessment.
2037 GAP BRIDGE ADVISOR
To stay on track for 2037, your portfolio is $25,278 behind target. Based on the current BUY signal for NOW (Primary Buy Zone), add 48 shares to bridge the gap.
Price $199.64
Location NEAR HIGHS
vs SMA20 +7.0%
vs SMA50 +8.1%
vs 40W +9.3%
EXTENDED
SIGNAL: HOLD
CONFIDENCE: MEDIUM
⚠ CHASING RISK
PRIMARY BUY ZONE$180 – $190
Close to SMA50 and 40-week average — strongest technical support for accumulation.
SECONDARY BUY ZONE$165 – $179
Deeper pullback to previous consolidation — exceptional value for long-term positioning.
AVOID / EXTENDED ZONE$200 – $220
Price stretched above all moving averages — momentum may be exhausting.
✕ INVALIDATION
$160 – $165
Break below signals potential trend deterioration requiring reassessment.
$3,986
execution portfolio
-0.36%
execution blended · TOO EARLY
CAGR Performance vs Target
PORTFOLIO BASELINE CAGR
25.8%
weighted by live market value
EXECUTION BLENDED CAGR
34.0%
conviction-weighted DCA targets
OVERALL BLENDED CAGR
26.2%
portfolio + execution combined
REQUIRED CAGR
26.7%
to reach $1M by 2037
Shortfall: $28,440 — Overall blended CAGR of 26.2% projects to $971,560 by 2037. DCA allocations targeting highest-CAGR assets (PLTR 45%, APP 40%, RKLB 38%) can lift overall CAGR above 26.7%.
All 22 executions are within 2 weeks old — classified as ON TRACK (monitoring phase). Drift status migrates to BEATING or LAGGING after 0.5 months as actual returns diverge from expected monthly drift.
Execution History (Live Prices)
| Date | Symbol | Amount | Entry Price | Current | Return | Drift Status |
|---|
| Apr 23 | PLTR | $200 | $152.62 | $141.57 | -7.24% | TOO EARLY |
| Apr 23 | RKLB | $200 | $90.04 | $84.60 | -6.04% | TOO EARLY |
| Apr 23 | APP | $600 | $483.71 | $454.17 | -6.11% | TOO EARLY |
| Apr 10 | AVGO | $300 | $182.45 | $420.00 | +130.2% | BEATING |
| Apr 10 | NVDA | $200 | $109.31 | $199.64 | +82.6% | BEATING |
NORMAL
portfolio volatility: 18.4% annualized
SAFE
MODERATE
top position: BTC at 19.1% (cap: 20%)
MONITOR
1.24
vs S&P 500 (1.0 = market)
Elevated beta reflects high-conviction growth exposure. Actively managed via position sizing and DCA discipline.
0.42
moderate crypto exposure
MONITOR
Position Concentration Constraints
| Symbol | % of Portfolio | Hard Cap | Headroom | Status |
|---|
| BTC | 19.1% | 20% | +0.9% | ✓ SAFE |
| AVGO | 17.4% | 20% | +2.6% | ✓ SAFE |
| NVDA | 15.4% | 18% | +2.6% | ✓ SAFE |
| NOW | 9.0% | 15% | +6.0% | ✓ SAFE |
| ZETA | 6.5% | 15% | +8.5% | ✓ SAFE |
| All other positions < 5% · Diversification intact |
Portfolio Sector Exposure
| Sector | Holdings | % of Portfolio | Expected CAGR | Risk Profile |
|---|
| Semiconductors | NVDA, ASML, AVGO | 38.1% | 24.3% | HIGH GROWTH |
| SaaS / Enterprise | NOW, AXON, PLTR, ZETA | 21.8% | 33.3% | COMPOUNDING |
| Digital Assets | BTC | 19.1% | 20% | HIGH VOLATILITY |
| Emerging / Specialty | MELI, RKLB, NU, APP | 17.0% | 38.8% | ASYMMETRIC |
| ETF / Defensive | ZMMK.TO | 2.3% | 15% | BALLAST |
✓ Diversification13 holdings across 5 sectors. No single position threatens portfolio thesis.
✓ Concentration ControlsAll positions within hard caps. BTC at 19.1% approaching 20% cap — monitored.
✓ Tail Risk Managed80% Monte Carlo success rate accounts for 10-year drawdowns. DCA discipline compounds through volatility.