Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Baseline Intelligence Workspace

Today

Review the current operating surface for Julio Marchi working in Long-Term Growth. This view uses seeded holdings, watchlists, operating plans, and quote snapshots only. Nothing here pretends to be live intelligence beyond the baseline data already in the repo.

Core buy-and-hold strategy focused on quality compounders.
Context-Scoped Baseline Intelligence Execution Deferred

Workspace Context

session-backed switching without reloading the header into a control panel
Active Workspace
Marchi Family
Selections persist in the current browser session and safely fall back if the seeded records change.
User
Julio Marchi
Persona
Long-Term Growth
Persona Note
Core buy-and-hold strategy focused on quality compounders.
Scope
Today uses persona-scoped holdings, watchlists, and snapshots only.
Switching users resets the persona to that user's default active workspace.
Persona switching changes the Today surface and radar weighting without altering the shell header hierarchy.
Workspace Value
$84,316.60
1 portfolio in the active persona
Open Positions
5
6 snapshot-priced
Unrealized Gain / Loss
+$8,246.60
+10.84% vs. cost basis — baseline estimate
Tracked Assets
7
5 held • 7 on watchlists
Quote Coverage
100%
7 covered • latest session May 28, 2026
Ready Watchlist Items
3
3 high conviction across 2 watchlists
Upcoming Catalysts
8
baseline events in the active workspace scope

Review Queue

14 open items across due-now, upcoming, and blocked review states
Open Full Queue
Threshold Triggered 2
Needs Plan Refresh 4
Needs Thesis Refresh 7
Data Gap / Missing Context 1

Due Now

Reviews that require deliberate operator attention immediately.
5
Needs Plan Refresh

AAPL plan review is overdue

High 100 days overdue
Operating plan for AAPL in "Quality Compounders Radar" is 100 days overdue for review (2026-04-18).
SourceWatchlist: Quality Compounders Radar
ContextAccumulate on controlled weakness while services durability stays intact; trim only after a clear valuation re-rating.
Update Plan Asset Brief Research
Needs Plan Refresh

MSFT plan review is overdue

High 91 days overdue
Operating plan for MSFT in "Quality Compounders Radar" is 91 days overdue for review (2026-04-27).
SourceWatchlist: Quality Compounders Radar
ContextKeep MSFT in the ready lane, but only add if Azure AI monetization keeps pacing capital intensity.
Update Plan Asset Brief Research
Needs Plan Refresh

NVDA plan review is overdue

High 83 days overdue
Operating plan for NVDA in "Quality Compounders Radar" is 83 days overdue for review (2026-05-05).
SourceWatchlist: Quality Compounders Radar
ContextTreat NVDA as a momentum-sensitive compounder: wait for controlled digestion or trim into another vertical extension.
Update Plan Asset Brief Research
Needs Plan Refresh

VTI plan review is overdue

High 42 days overdue
Operating plan for VTI in "ETF Benchmarks" is 42 days overdue for review (2026-06-15).
SourceWatchlist: ETF Benchmarks
ContextUse VTI as the default benchmark deployment sleeve when single-name conviction is not clearly superior.
Update Plan Asset Brief Research
Needs Thesis Refresh

NVDA review log is stale

High Never reviewed
NVDA in "Quality Compounders Radar" has no review-log entry inside the 30-day operating window. Capture a fresh review outcome before drift becomes implicit.
SourceWatchlist: Quality Compounders Radar
ContextNo review entry has been logged yet.
Log Review Refresh Thesis Research Asset Brief
Open full queue

Upcoming

Review windows that are approaching but not yet blocked or overdue.
0
No upcoming reviews

No scheduled review windows or catalyst windows are approaching yet.

Blocked

Missing plan, research, or pricing context is preventing a clean review pass.
1
Data Gap / Missing Context

VTI lacks supporting evidence

Medium Evidence missing
VTI in "ETF Benchmarks" has no research notes on file. Capture evidence before treating the current posture as review-ready.
SourceWatchlist: ETF Benchmarks
ContextThe plan exists, but the evidence trail is still empty.
Add Evidence Asset Brief Refresh Thesis Asset

Completed

Items reviewed today. They reopen automatically if the triggering condition changes or the day rolls over.
0
Nothing marked complete yet

Use Mark Reviewed Today after completing a deliberate review pass on an active queue item.

Attention

10 items across all severity levels — view full attention workspace
Open Attention
0
Critical
4
High
6
Medium
0
Low
AAPL Plan Review Overdue
Operating plan for AAPL in "Quality Compounders Radar" is 100 days overdue for review (2026-04-18).
High
Update Plan
MSFT Plan Review Overdue
Operating plan for MSFT in "Quality Compounders Radar" is 91 days overdue for review (2026-04-27).
High
Update Plan
NVDA Plan Review Overdue
Operating plan for NVDA in "Quality Compounders Radar" is 83 days overdue for review (2026-05-05).
High
Update Plan
VTI Plan Review Overdue
Operating plan for VTI in "ETF Benchmarks" is 42 days overdue for review (2026-06-15).
High
Update Plan
AAPL High Conviction / Ready
AAPL in "Quality Compounders Radar" is positioned as ready — confirm thesis is still current.
Medium
Refresh Thesis

Workspace Lanes

portfolio state inside the active persona
Core Holdings
Buy & Hold
Active
$84,316.60
5 positions · 6 snapshot-priced
+10.8% total return
S&P 500

Pricing Coverage

latest session May 28, 2026
Covered
7
Lagging
0
Missing
0
Latest capture May 28, 2026 4:05 PM.
AAPL
Apple Inc.
Current
$198.50
GOOGL
Alphabet Inc.
Current
$178.27
MSFT
Microsoft Corporation
Current
$448.49
NVDA
NVIDIA Corporation
Current
$136.66
QQQ
Invesco QQQ Trust
Current
$516.78
VOO
Vanguard S&P 500 ETF
Current
$539.55

Watchlist Readiness

current persona signals only
Observing
2
Researching
1
Ready
3
Waiting
1
High conviction
0
Risk watch
0
Archived
0
AAPL
Quality Compounders Radar · Add on durable product cycle weakness.
Ready High
MSFT
Quality Compounders Radar · Cloud and enterprise AI remain core compounding engines.
Ready High
VTI
ETF Benchmarks · Total-market ETF for cash deployment when single-name conviction is weak.
Ready High
NVDA
Quality Compounders Radar · AI infrastructure demand is real but position sizing matters.
Waiting Medium
GOOGL
Quality Compounders Radar · Search cash flows remain strong; AI capex needs monitoring.
Researching Medium
QQQ
ETF Benchmarks · Growth-heavy benchmark for tech concentration decisions.
Observing Medium

Top Movers

latest snapshot versus prior available snapshot
Asset Workspace Fit Move Vs Prior Latest Quote Freshness
GOOGL
Alphabet Inc.
 Held + tracked
1 portfolio · 1 watchlist
+0.5% $178.27 Current
NVDA
NVIDIA Corporation
 Held + tracked
1 portfolio · 1 watchlist
+0.5% $136.66 Current
MSFT
Microsoft Corporation
 Held + tracked
1 portfolio · 1 watchlist
+0.5% $448.49 Current
AAPL
Apple Inc.
 Held + tracked
1 portfolio · 1 watchlist
+0.5% $198.50 Current
QQQ
Invesco QQQ Trust
 Tracked
0 portfolios · 1 watchlist
+0.5% $516.78 Current
VOO
Vanguard S&P 500 ETF
 Held + tracked
1 portfolio · 1 watchlist
+0.5% $539.55 Current

Portfolio Attention

largest gaps, drawdowns, and concentration risks in scope
VOO in Core Holdings
$53,955.00 market value · +11.2% total return
64.0% portfolio weight
Baseline seeded snapshots

Data Gaps

explicitly surfaced instead of invented away
No obvious baseline gaps in this workspace

Current tracked assets have enough baseline data to support the Today panels shown here.

Upcoming Catalysts

baseline events in the active workspace scope
NVDA — Export Controls — Advanced AI Chips
Apr 19, 2026 · Ongoing
Macro Note High
AAPL — AAPL Vision Pro Adoption Inflection Watch
Apr 19, 2026
Thesis Catalyst
VOO — VOO Core Accumulation Thesis — Baseline
Apr 19, 2026
Thesis Catalyst
GOOGL — GOOGL Q1 2026 Earnings
Apr 29, 2026 · After Market Close
Earnings High
MSFT — MSFT Q3 FY2026 Earnings
Apr 30, 2026 · After Market Close
Earnings High
AAPL — AAPL Q2 FY2026 Earnings
May 1, 2026 · After Market Close
Earnings High
NVDA — NVDA Q1 FY2027 Earnings
May 28, 2026 · After Market Close
Earnings High
QQQ — QQQ Tech Concentration Thesis Watch
Jun 20, 2026 · Estimated rebalance window
Thesis Catalyst
View all baseline events →

Recent Events

completed and active events in the last 60 days
No recent completed events in scope

Events marked as active or completed in the last 60 days will appear here.

Lowest Performing Portfolio

baseline cost-basis gain/loss only — not actual time-weighted returns
Core Holdings
$84,316.60 market value · $76,070.00 cost basis · 5 positions
+10.84% S&P 500