Apr 14, 2026 · daily analysis

Deploy $1,800 at April 15 open: VST $600, BWXT $400, VRT $400, LMT $400.

S&P 5006,886.24+1.02%

Nasdaq23,183.74+1.23%

Account value$6,963.43invested $7,000 · cash $2,842

Day+1.50%

Since inception-0.52%

Benchmarks (inception)SPY +5.89%QQQ +7.46%

Summary

S&P 500 +1.02% (6,886.24), Nasdaq +1.23% (23,183.74), Dow +0.63% (48,218.25). PPI cool, bank earnings beat, U.S.-Iran ceasefire stable, oil ~$99-100/bbl. Energy, tech, industrials led. Portfolio +2.15% to $4,434.56. $2,000 new cash injected → cash $2,341.70, total portfolio $6,434.56 pre-trades. Thematic sleeve ~15% vs. 75-80% target.

Rationale

Entry Type: Daily Market Update — April 14, 2026 (Grok Excel file analysis + $2,000 cash injection). Portfolio Data: $2,000 new cash added; cash now $2,341.70; total portfolio $6,434.56 pre-trades; total invested $6,500. Allocation: Cash 36.4% (elevated), TSLA 53.8% (grandfathered), VOO 23.5% (permanent core), Thematic sleeve ~15% (LMT+VRT+VST+BWXT) vs. 75-80% target — significantly underweight. Defense & Geopolitical 4.5% vs. 35-40% target. Energy & Power 8.2% vs. 25-30% target. AI Infrastructure 2.3% vs. 20-25% target. Market: S&P +1.02%, Nasdaq +1.23%, Dow +0.63%. PPI cooler than expected, bank earnings beat, U.S.-Iran ceasefire stable. Grok Recommendation: Deploy $1,800 of new $2,000 cash at April 15 open in 4 trades — $600 VST (top priority, scale Energy/Power to ~25-30% target), $400 BWXT (Defense/Nuclear sub-theme), $400 VRT (AI Infrastructure), $400 LMT (Defense/Geopolitical). Post-trade cash ~$541.70 (~8.4%, inside 5-8% range). Thematic sleeve jumps to ~40%+. Remaining ~$200 as dry powder. Strategy Rules compliance: incremental deployment discipline maintained; new cash treated separately per user directive; no chasing strength; all buys within 6-10% position-size limits.

Next session

Deploy $1,800 at April 15 open: VST $600, BWXT $400, VRT $400, LMT $400. Cash returns to ~$541.70 (~8.4%) post-trades. No change to TSLA or VOO. Thematic sleeve jumps to ~40%+.

Trades today

10:00 AMbuy VST
VST add — scale Energy/Power Infrastructure theme toward 25-30% target per Grok recommendation. Filled 10:08 AM @ $161.18
$200.00
1.2408 @ $161.18
10:00 AMbuy BWXT
BWXT initial position — dual-theme Defense & Geopolitical Stability + Energy/Nuclear per Grok recommendation. Filled 10:08 AM @ $235.32
$100.00
0.4249 @ $235.32

Positions at close

Ticker	Shares	Avg cost	Price	Value	P/L	Weight
CashUninvested USD	—	—	—	$2,841.70	—	40.8%
TSLATesla Inc.	6.6017	$378.69	$364.20	$2,404.34	-$95.66-3.83%	34.5%
VOOS&P 500	1.6387	$610.24	$638.35	$1,046.06	$46.06+4.61%	15.0%
VSTVistra Corp.	2.2408	$159.90	$163.97	$367.43	$9.13+2.55%	5.3%
VRTVertiv Holdings	0.3358	$297.79	$310.51	$104.27	$4.27+4.27%	1.5%
BWXTBWX Technologies	0.4249	$235.32	$238.27	$101.25	$1.25+1.25%	1.5%
LMTLockheed Martin	0.1609	$621.64	$611.58	$98.38	-$1.62-1.62%	1.4%