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

Events & Catalysts

Manually managed baseline events linked to tracked assets. This is deterministic record-keeping, not live news. Every event here was added by an operator or seeded as part of the baseline data layer.

Operator-Managed Baseline Data Only
Date Asset Type Title Importance Status Source
Jun 24, 2026
Estimated
VYM
Vanguard High Dividend Yield
Dividend VYM Q2 2026 Distribution
Vanguard High Dividend Yield ETF quarterly distribution. Income-focused persona monitoring for port…
Low Upcoming Seeded baseline Edit
Apr 30, 2026 JPM
JPMorgan Chase & Co.
Dividend JPM Q1 2026 Dividend Paid
JPMorgan quarterly dividend payment. Part of financial-sector income thesis.
Low Completed Seeded baseline Edit
Apr 19, 2026 VOO
Vanguard S&P 500 ETF
Thesis Catalyst VOO Core Accumulation Thesis — Baseline
Vanguard S&P 500 ETF passive accumulation thesis active. Monitoring for any structural S&P 500 comp…
Low Active Seeded baseline Edit
Mar 28, 2026 SCHD
Schwab U.S. Dividend Equity
Dividend SCHD Q1 2026 Distribution Paid
Schwab Dividend ETF Q1 distribution delivered. Yield-focused thesis checkpoint noted.
Low Completed Seeded baseline Edit
29 total · showing 26–29
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