Live from Interactive Brokers · Real money · Est. 2026
The Momentum Phund
connecting…— under management— positions—
loading the tape…
Assets under management
—
total account value, live
Open P&L
—
unrealized, all positions
Invested
—
— in cash
The Book
sized by position · colored by open P&L since entry (not today's move)
loading the book…
The Standings
best & worst open positions · since entry
Top performer
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—
Biggest drag
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—
Largest position
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Dry powder
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cash on the sidelines
The Profile
how the book is built · sector, risk & asset mix
Sector allocation · share of invested book
Asset mix · whole account
Beta vs S&P
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stock book
Net exposure
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long · no leverage
Sharpe
—
annualized
On the Radar
where the fund is hunting next · strong uptrends pulling back to the buy zone
scanning the tape…
Candidates the momentum screen flagged — long-term uptrends pulling back into the EMA21 buy zone (Tao of Trading). These are watchlist names, not positions. The fund may or may not buy them.
The Tape
the fund's most recent moves
Holding steady. No new moves on the book.
Read the thesis behind every trade.
This is the live book. The why — the setups, the misses, the lessons learned the expensive way — lives on the newsletter.