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

Portfolios

Ana Marchi Marchi Family
Learning Portfolio Paper-trading ideas and educational experiments.
Paper Trading Lab
Simulated trades to practice sector analysis and timing.
Inactive Paper Trade SP500 Created Sep 1, 2025
Retirement Fund Conservative long-horizon retirement portfolio.
Roth IRA
Tax-advantaged retirement savings with broad market exposure.
Active Index & ETF SP500 Created Mar 20, 2024
Julio Marchi Marchi Family
Income & Dividends Dividend-focused positions for steady cash flow.
Dividend Aristocrats
S&P 500 Dividend Aristocrats and other reliable income payers.
Active Dividend Growth DIVIDEND Created Feb 10, 2025
Long-Term Growth Core buy-and-hold strategy focused on quality compounders.
Core Holdings
Large-cap quality compounders held for 5+ year horizon.
Active Buy & Hold SP500 Created Jan 15, 2025
Speculative Bets Small-allocation high-risk / high-reward plays.
Moonshots
Small-cap, biotech, and early-stage tech speculation. Max 5% of total capital.
Active High Risk NASDAQ100 Created Jun 1, 2025