Date: 2026-03-28
Analyst: Sophia — Performance Analyst
Period: Q1 2026 (January - March)
| Metric |
Portfolio |
SPY |
QQQ |
| 3-Month Return |
-30.38% |
-7.82% |
-9.39% |
| Max Drawdown |
-37.52% |
-8.83% |
-11.16% |
| Peak Equity |
$32,791 |
— |
— |
| Current Equity |
$20,489 |
— |
— |
| Win Rate |
0/7 (0%) |
— |
— |
| Underperformance vs SPY |
-22.56pp |
— |
— |
Trade Review
| Ticker |
Entry |
Current |
Return |
Cost Basis |
Loss |
Process Grade |
| NVDA |
$180.27 |
$167.52 |
-7.1% |
$10,816 |
-$765 |
C |
| PONY |
$18.05 |
$9.14 |
-49.4% |
$7,581 |
-$3,742 |
F |
| FIG |
$48.18 |
$20.19 |
-58.1% |
$4,818 |
-$2,799 |
F |
| HOOD |
$126.69 |
$66.02 |
-47.9% |
$3,167 |
-$1,517 |
F |
| HNGE |
$45.67 |
$36.25 |
-20.6% |
$457 |
-$94 |
D |
| BTCUSD |
$70,867 |
$66,764 |
-5.8% |
$244 |
-$14 |
C |
| UNH |
$290.00 |
$259.02 |
-10.7% |
$200 |
-$21 |
D |
| TOTAL |
|
|
-32.81% |
$27,284 |
-$8,953 |
|
Behavioral Patterns
- No stop-losses on any position — ~$8,000 in preventable losses
- Extreme concentration — NVDA at 49%, top 3 at 78%
- Averaging down without thesis — 3 NVDA buys while falling
- Panic liquidation → concentration — sold 15 positions in Feb/Mar, redeployed into fewer names
- No documented process — zero theses, zero exit plans prior to autopilot
Lessons Learned
- Stop: Buying without written thesis and exit plan; holding losers past -20% without catalyst; concentrating >10% per position
- Start: Using /research → /thesis → /decide pipeline for every position; setting stop-losses at entry; enforcing 10% max position rule
Action Items