HSA portfolio

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Invested

Market value

P&L since inception

dollars & percent on invested capital

Today

sum of today’s moves across positions

vs QQQ — same window

Since-inception () total return, portfolio vs QQQ (entry close $) and VOO. Short-window number — the real benchmark here is rolling multi-year, so don’t read much into a few days either way.

Sleeves

Holdings

vs 52-wk high is distance below the stock’s own 52-week peak, which may predate the 2026-07-09 purchase — it is not a loss on this position. Since-cost is the position P&L. Status dots are informational only. This page is a monitor: it places no orders and is not investment advice.

Watchlist