📊 Portfolio Fundamentals

April 06, 2026 â€ĸ 14 Holdings
Portfolio Overview
Industry Benchmarks
Data Notes
💰 Valuation
â–ŧ
TickerNameFwd P/EEV/EBITDAP/S
UNHUnitedHealth Group Incorporated14.07 ✅FMP14.530.57 ✅
OXYOccidental Petroleum Corporatio20.37 ✅8.20 ✅2.88 ✅
LILi Auto Inc.19.45 ✅N/A0.17 ⚠ī¸
XPEVXPeng Inc.24.49 ⚠ī¸N/A (loss)0.22 ⚠ī¸
CRCLCircle Internet Group, Inc.37.57 ⚠ī¸N/A (loss)8.95 ✅
AMZNAmazon.com, Inc.22.59 ✅FMP15.83 ✅3.18 ✅
MUMicron Technology, Inc.3.84 ✅11.12 ✅7.34 ✅
COINCoinbase Global, Inc.31.06 ✅FMP24.86 ⚠ī¸6.89 ✅
JPMJP Morgan Chase & Co.12.69 ✅FMPN/A (bank)4.74 ⚠ī¸
BLKBlackRock, Inc.15.61 ✅N/A (bank)6.19 ✅
GOOGAlphabet Inc.21.99 ✅23.32 ✅8.87 ✅
PURRHyperliquid Strategies Inc2.17N/AN/A
NBISNebius Group N.V.N/AN/A53.81 ✅
CRWVCoreWeave, Inc.N/A (loss)28.68 ✅8.40 ✅
⭐ Quality
â–ŧ
TickerNameNet MarginROEFCF Yield
UNHUnitedHealth Group Incorporated+2.9% ✅+12.5% ✅+5.4% ✅
OXYOccidental Petroleum Corporatio+9.5% ✅+5.9% ✅+3.3%
LILi Auto Inc.+1.0% ✅+1.6% ✅-82.0%
XPEVXPeng Inc.-1.5% ✅-3.7% ✅N/A
CRCLCircle Internet Group, Inc.-2.5% ✅-2.8% ✅-0.4%
AMZNAmazon.com, Inc.+10.9% ✅+22.3% ✅+1.0% ✅
MUMicron Technology, Inc.+41.5% ✅+39.8% ✅+0.7%
COINCoinbase Global, Inc.+17.6% ✅+10.1% ✅+2.7% ✅
JPMJP Morgan Chase & Co.+33.9% ✅+16.1% ✅+11.2%
BLKBlackRock, Inc.+24.5% ✅+10.7% ✅+4.7%
GOOGAlphabet Inc.+32.8% ✅+35.7% ✅+1.1%
PURRHyperliquid Strategies Inc+0.0%N/AN/A
NBISNebius Group N.V.+19.2% ✅+0.7% ✅-12.7%
CRWVCoreWeave, Inc.-22.7% ✅-50.3% ✅-10.7%
📈 Growth
â–ŧ
TickerNameRev YoYOp MarginEPS Fwd Growth
UNHUnitedHealth Group Incorporated+11.8% ✅+4.2%-99.9% ⚠ī¸
OXYOccidental Petroleum Corporatio-0.5% ⚠ī¸+18.7%-8.2%
LILi Auto Inc.-22.2% ✅-0.5%-99.8% ⚠ī¸
XPEVXPeng Inc.+87.7% ⚠ī¸-3.6%+923.4%
CRCLCircle Internet Group, Inc.+63.9% ✅-3.5%+880.2% ⚠ī¸
AMZNAmazon.com, Inc.+12.4% ✅+11.2%+5.0% ⚠ī¸
MUMicron Technology, Inc.+85.5% ⚠ī¸+48.3%+756.0% ⚠ī¸
COINCoinbase Global, Inc.+9.4% ⚠ī¸+20.0%+75.4%
JPMJP Morgan Chase & Co.+0.8% ✅N/A (bank)-3.6% ⚠ī¸
BLKBlackRock, Inc.+18.7% ✅N/A (bank)-31.7% ⚠ī¸
GOOGAlphabet Inc.+15.1% ✅+32.0%+31.1% ⚠ī¸
PURRHyperliquid Strategies IncN/AN/AN/A
NBISNebius Group N.V.+350.9% ⚠ī¸-112.5%+8.1%
CRWVCoreWeave, Inc.+167.9% ⚠ī¸-0.9%+79.9%
đŸĻ Balance Sheet
â–ŧ
ℹī¸ From Stock Analysis SEC filings. Cash & debt in $M.
TickerNameCash ($M)LT Debt ($M)Net Debt ($M)ND / EBITDA
UNHUnitedHealth Group Incorporated$24,365N/A$54,024 net debt2.32 ✅
OXYOccidental Petroleum Corporatio$1,968$20,623$20,428 net debt1.75 ✅
LILi Auto Inc.$101,023$3,299Net Cash $83,208N/A (neg EBITDA)
XPEVXPeng Inc.$31,936$6,589Net Cash $13,739N/A (neg EBITDA)
CRCLCircle Internet Group, Inc.$1,526N/ANet Cash $1,489N/A (neg EBITDA)
AMZNAmazon.com, Inc.$123,029$65,648$29,958 net debt0.21 ⚠ī¸
MUMicron Technology, Inc.$14,589$9,557Net Cash $3,791N/A(neg)
COINCoinbase Global, Inc.$11,595$5,937Net Cash $3,936N/A(neg)
JPMJP Morgan Chase & Co.$343,338$435,206$91,868 net debtN/A (bank)
BLKBlackRock, Inc.$11,468N/A$16,296 net debtN/A (bank)
GOOGAlphabet Inc.$126,843$46,547Net Cash $67,552N/A(neg)
PURRHyperliquid Strategies IncN/AN/AN/AN/A (limited)
NBISNebius Group N.V.$3,678$4,103$1,210 net debtN/A (neg EBITDA)
CRWVCoreWeave, Inc.$3,161$14,665$26,661 net debt11.07 ⚠ī¸
đŸĨ Health Insurance
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
UNH 14.0714.530.57+11.8%+2.9%
ELV10.366.990.34+12.8%+2.9%
CI8.217.810.27+11.2%+2.3%
HUM12.034.170.17+10.1%+0.9%
đŸ›ĸī¸ Oil & Gas
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
OXY 20.378.202.88-0.5%+9.5%
CVX19.6311.782.14-4.6%+6.8%
XOM17.1212.072.07-4.5%+9.2%
COP18.127.322.65+7.7%+13.6%
🚗 Chinese EVs
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
LI 19.45N/A0.17-22.2%+1.0%
XPEV 24.49N/A0.22+87.7%-1.5%
NIO120.96N/A0.18+33.1%-17.1%
TSLA125.53126.1113.96-2.9%+4.1%
BYDDY19.321.080.16+3.5%+4.0%
đŸ”ĩ Crypto / Digital Assets
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
CRCL 37.57N/A8.95+63.9%-2.5%
COIN 31.0624.866.89+9.4%+17.6%
PURR 2.17N/AN/AN/A+0.0%
HOOD25.0235.5014.06+51.6%+42.1%
MSTR3.48N/A91.73+3.0%-1509.5%
🛒 E-commerce / Big Tech
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
AMZN 22.5915.833.18+12.4%+10.9%
MSFT19.7016.029.03+16.7%+39.0%
META16.0314.307.26+22.2%+30.1%
AAPL27.8324.738.75+10.1%+27.0%
💾 Semiconductors
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
MU 3.8411.127.34+85.5%+41.5%
NVDA15.9131.9719.91+65.5%+55.6%
AMD20.4351.6010.36+34.3%+12.3%
INTC50.9121.644.80-0.5%+0.1%
đŸĻ Banks
â–ŧ
ℹī¸ Banks: P/B is primary valuation metric. EV/EBITDA not applicable.
TickerP/BFwd P/EROERev YoYNet MarginDiv Yield
JPM 2.3312.68+16.1%+0.8%+33.9%2.04%
BAC1.3010.04+10.2%+7.4%+28.4%2.27%
GS2.4313.27+13.9%+8.9%+29.5%2.09%
WFC1.5310.27+11.7%+2.7%+26.7%2.23%
đŸ’ŧ Asset Management
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
BLK 15.6116.186.19+18.7%+24.5%
SCHW13.899.037.01+22.0%+37.0%
STT9.93N/A2.61+7.3%+21.1%
BEN8.098.991.39+1.2%+36.1%
🔍 Search / Big Tech
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
GOOG 21.9923.328.87+15.1%+32.8%
META16.0314.307.26+22.2%+30.1%
MSFT19.7016.029.03+16.7%+39.0%
AAPL27.8324.738.75+10.1%+27.0%
🤖 AI Infrastructure
â–ŧ
TickerFwd P/EEV/EBITDAP/SRev YoYNet Margin
NBIS N/AN/A53.81+350.9%+19.2%
CRWV N/A28.688.40+167.9%-22.7%
NVDA15.9131.9719.91+65.5%+55.6%
AMZN22.5915.833.18+12.4%+10.9%
MSFT19.7016.029.03+16.7%+39.0%
📋 Data Quality Notes
  • Primary source: Stock Analysis (SEC filings). Cross-checked with yfinance, Finviz, FMP.
  • UNH eps_growth: sources diverge (yfinance=-99.9%, Finviz=+11.5%)
  • OXY rev_yoy: SA=-0.5% vs yfinance=+148.9% (Δ149.4pp) ⚠ī¸
  • LI ps: sources diverge (yfinance=0.17, Finviz=1.00)
  • LI eps_growth: sources diverge (yfinance=-99.8%, Finviz=+247.8%)
  • XPEV rev_yoy: SA=+87.7% vs yfinance=+38.2% (Δ49.5pp) ⚠ī¸
  • XPEV fwd_pe: sources diverge (yfinance=24.49, Finviz=58.86)
  • XPEV ps: sources diverge (yfinance=0.22, Finviz=1.27)
  • CRCL fwd_pe: sources diverge (yfinance=37.57, Finviz=53.59)
  • CRCL eps_growth: sources diverge (yfinance=+880.2%, Finviz=+88.8%)
  • AMZN eps_growth: sources diverge (yfinance=+5.0%, Finviz=+21.5%)
  • AMZN net_debt_ebitda: SA=0.21 vs yfinance=0.38 (85% diff) ⚠ī¸
  • AMZN net_debt_ebitda: SA=0.21 vs FMP=0.40 (95% diff) ⚠ī¸
  • MU rev_yoy: SA=+85.5% vs yfinance=+196.3% (Δ110.8pp) ⚠ī¸
  • MU eps_growth: sources diverge (yfinance=+756.0%, Finviz=+64.5%)
  • COIN rev_yoy: SA=+9.4% vs yfinance=-22.2% (Δ31.6pp) ⚠ī¸
  • COIN ev_ebitda: sources diverge (yfinance=24.86, Finviz=39.20)
  • COIN net_debt_ebitda: SA=N/A(neg) vs FMP=N/A(neg) (21% diff) ⚠ī¸
  • JPM ps: sources diverge (yfinance=4.74, Finviz=2.85)
  • JPM eps_growth: sources diverge (yfinance=-3.6%, Finviz=+8.0%)
  • BLK eps_growth: sources diverge (yfinance=-31.7%, Finviz=+14.5%)
  • GOOG eps_growth: sources diverge (yfinance=+31.1%, Finviz=+17.5%)
  • NBIS rev_yoy: SA=+350.9% vs yfinance=+500.8% (Δ149.9pp) ⚠ī¸
  • CRWV rev_yoy: SA=+167.9% vs yfinance=+110.4% (Δ57.5pp) ⚠ī¸
  • ELV eps_growth: sources diverge (yfinance=+36.3%, Finviz=+12.3%)
  • CI eps_growth: sources diverge (yfinance=-9.3%, Finviz=+10.3%)
  • HUM net_debt_ebitda: SA=2.40 vs yfinance=N/A(neg) (177% diff) ⚠ī¸
  • CVX eps_growth: sources diverge (yfinance=-23.8%, Finviz=+5.7%)
  • XOM eps_growth: sources diverge (yfinance=-11.0%, Finviz=+4.6%)
  • XOM net_debt_ebitda: SA=0.55 vs yfinance=0.67 (21% diff) ⚠ī¸
  • COP eps_growth: sources diverge (yfinance=-39.0%, Finviz=+3.8%)
  • NIO rev_yoy: SA=+33.1% vs yfinance=+75.9% (Δ42.8pp) ⚠ī¸
  • NIO ps: sources diverge (yfinance=0.18, Finviz=1.09)
  • NIO roe: yfinance=-118.7% vs Finviz=-304.7% (Δ185.9pp) ⚠ī¸
  • TSLA eps_growth: sources diverge (yfinance=-60.6%, Finviz=+32.9%)
  • BYDDY rev_yoy: SA=+3.5% vs yfinance=-13.5% (Δ17.0pp) ⚠ī¸
  • HOOD rev_yoy: SA=+51.6% vs yfinance=+26.5% (Δ25.1pp) ⚠ī¸
  • HOOD eps_growth: sources diverge (yfinance=-34.5%, Finviz=+25.2%)
  • MSTR net_margin: SA=-1509.5% vs yfinance=+0.0% (Δ1509.5pp) ⚠ī¸
  • MSTR net_margin: SA=-1509.5% vs Finviz=-886.6% (Δ622.9pp) ⚠ī¸
  • MSTR fwd_pe: sources diverge (yfinance=3.48, Finviz=160.87)
  • MSFT eps_growth: sources diverge (yfinance=+59.8%, Finviz=+15.0%)
  • MSFT net_debt_ebitda: SA=N/A(neg) vs yfinance=0.19 (212% diff) ⚠ī¸
  • META eps_growth: sources diverge (yfinance=+10.7%, Finviz=+16.3%)
  • META net_debt_ebitda: SA=0.02 vs yfinance=0.03 (51% diff) ⚠ī¸
  • AAPL eps_growth: sources diverge (yfinance=+18.3%, Finviz=+9.5%)
  • NVDA eps_growth: sources diverge (yfinance=+95.6%, Finviz=+34.1%)
  • AMD eps_growth: sources diverge (yfinance=+217.1%, Finviz=+61.6%)
  • INTC net_debt_ebitda: SA=0.97 vs yfinance=0.77 (21% diff) ⚠ī¸
  • BAC ps: sources diverge (yfinance=3.33, Finviz=1.83)
  • BAC eps_growth: sources diverge (yfinance=+21.2%, Finviz=+14.8%)
  • GS net_margin: SA=+29.5% vs Finviz=+12.9% (Δ16.5pp) ⚠ī¸
  • GS ps: sources diverge (yfinance=4.33, Finviz=2.03)
  • GS eps_growth: sources diverge (yfinance=+17.3%, Finviz=+12.0%)
  • WFC ps: sources diverge (yfinance=3.14, Finviz=2.02)
  • SCHW rev_yoy: SA=+22.0% vs Finviz=+6.5% (Δ15.6pp) ⚠ī¸
  • SCHW ps: sources diverge (yfinance=7.01, Finviz=5.97)
  • SCHW eps_growth: sources diverge (yfinance=+41.1%, Finviz=+16.5%)
  • STT ps: sources diverge (yfinance=2.61, Finviz=1.67)
  • STT eps_growth: sources diverge (yfinance=-24.1%, Finviz=+11.2%)
  • BEN net_margin: SA=+36.1% vs yfinance=+7.0% (Δ29.1pp) ⚠ī¸
  • BEN net_margin: SA=+36.1% vs Finviz=+6.3% (Δ29.8pp) ⚠ī¸
  • BEN ev_ebitda: sources diverge (yfinance=8.99, Finviz=14.47)
  • BEN eps_growth: sources diverge (yfinance=+60.6%, Finviz=+10.4%)
  • FMP free tier covers: AMZN, COIN, JPM, UNH — 4 of 14 tickers.
  • đŸĻ Banks — EV/EBITDA not applicable. P/B is primary valuation metric.
🔖 Source Legend
  • ✅ Green — Confirmed across sources or healthy range
  • ⚠ī¸ Amber — Data quality concern or source divergence
  • N/A — Not applicable or data unavailable
  • FMP — Cross-verified with Financial Modeling Prep API
  • Blue dot / left border — Portfolio holding in benchmark tables
Data: Stock Analysis + yfinance + Finviz + FMP  |  April 06, 2026