Portfolio Intelligence

Solutions

Investment Guidelines

Portfolio

Country

Sector

Industry

Sorted by:

1) Quality Score (ROE 40% + Profit Margin 30% + ROA 30%) → 2) Medal Count (ROE >20%, Margin >20%, ROA >10%, Growth >15%) → 3) Sector/Industry→ 4) Ticker (A-Z) → 5) Daily Move (highest % change last)

Showing 1-5 of 484 stocks

Page 1 of 97

📊 Your Morning Digest

Destiny Tech100 Inc

(DXYZ)

BLUE_CHIPS

My Notes:

Not present in the BARCLAYS

My Rating:

⭐⭐⭐⭐⭐

Industry

N/A

Sector

Financial Services

Country

United States

Medals

🥇🥇

📈

52-week high approaching

📈 52-week high approaching💎 Elite Compounder🚀 Testing All-Time Technical Resistance

📈 52-WEEK HIGH ALERT: Trading at $31, just $0 (0%) below the 52-week high of $31.

📌 Elite Compounder: ROE of 27% beats sector average. Exceptional profit margin of 29814%.

📌 Testing All-Time Technical Resistance: 🚀 BLUE SKY BREAKOUT: Price is challenging the resistance at $31. A break above this level indicates a 'Blue Sky' setup with no historical overhead supply — momentum could accelerate rapidly.

🐂 BULL CASE

⬆️ BULL CASE

Elite quality score 10.0/10
Exceptional margin 29814%
Strong ROE 27%

🐻 BEAR CASE

⬇️ BEAR CASE

52-week return -39%
High volatility β=47.43

📊 Peer Context: 🥇 Sector leader in margin (29814%).

ALERT

$31

+1.6%

Quality Score

10.0/10

PoorExcellent

BA

(BA)

WATCH

My Rating:

⭐⭐

Industry

Aerospace & Defense

Sector

Industrials

Country

United States

Medals

🥇

📈

52-week high approaching

📈 52-week high approaching📉 Earnings Alert🚀 Testing All-Time Technical Resistance

📈 52-WEEK HIGH ALERT: Trading at $243, just $2 (1%) below the 52-week high of $245.

⚠️ Earnings Alert: Earnings miss: -57.9% below estimates. 2/4 quarters missed overall.

📌 Testing All-Time Technical Resistance: 🚀 BLUE SKY BREAKOUT: Price is challenging the resistance at $245. A break above this level indicates a 'Blue Sky' setup with no historical overhead supply — momentum could accelerate rapidly.

📊 Peer Context: 🥇 #1 ROE in industry (2402%). #16 lowest D/E ratio in industry (9090x).

ALERT

$243

-0.7%

Quality Score

6.0/10

PoorExcellent

MTD

(MTD)

WATCH

My Rating:

⭐

Industry

Diagnostics & Research

Sector

Healthcare

Country

United States

Medals

🥇🥈

🎯

Earnings Excellence

🎯 Earnings Excellence

Perfect execution: Beat estimates 4/4 consecutive quarters. Latest surprise: +3.8%.

📊 Peer Context: 🥇 #1 ROE in industry (1676%). 🥈 #2 margin in industry (21%).

EARNINGS

Quality Score

10.0/10

PoorExcellent

Strategy Inc

(MSTR)

BARC

My Notes:

Good exposure to bitcoin managed by experts and analysts

My Rating:

⭐⭐⭐⭐⭐

Industry

Technology

Sector

Technology

Country

United States

Medals

🥇

📈

52-week high approaching

📈 52-week high approaching📰 Recent News💎 Elite Compounder💎 Quality Stock at Fire Sale Price

📈 52-WEEK HIGH ALERT: Trading at $179, just $11 (6%) below the 52-week high of $190.

📌 Recent News: Recent catalysts:
Strategy (MSTR) Moves 3.7% Higher: Will This Strength Last? (Jan 15)
TD Cowen Trims Strategy Price Target as Bitcoin Yield Outlook Softens (Jan 15)
Strategy, BitMine Rise While Bitcoin Miners Surge—As BTC Inches Towards $100K (Jan 14)

📌 Elite Compounder: ROE of 20% beats sector average. Exceptional profit margin of 1667%.

📌 Quality Stock at Fire Sale Price: 💎 QUALITY AT DISTRESSED PRICE: Trading just 1.8% off its yearly low at $179. With a Quality Score of 9.0/10, this divergence suggests the market has overreacted to negative news. Classic "Buffett" buy signal.

🐂 BULL CASE

⬆️ BULL CASE

Elite quality score 9.0/10
Exceptional margin 1667%

🐻 BEAR CASE

⬇️ BEAR CASE

52-week return -48%
High volatility β=3.55

📊 Peer Context: 🥇 #1 margin in industry (1667%). ⚠️ Bottom 0% revenue growth vs peers.

ALERT

$179

+0.4%

Quality Score

9.0/10

PoorExcellent

Analyst Consensus

Strong Buy

Based on 22 ratings

19 Buy3 Hold

Philip Morris International Inc

(PM)

WATCH

My Rating:

⭐

Industry

Tobacco

Sector

Consumer Defensive

Country

United States

Medals

🥇

📊

Portfolio Position

📊 Peer Context: 🥇 Sector leader in ROE (575%).

HOLDING

Quality Score

10.0/10

PoorExcellent

Analyst Consensus

Strong Buy

Based on 26 ratings

20 Buy6 Hold

Showing 1-5 of 484 stocks

Page 1 of 97

🎯 Optimization: Spring Cleaning

💚Potential Buys (5)

DXYZ

Destiny Tech100 IncBLUE_CHIPSFinancial Services • N/A • United States

QUALITY

Elite Margins (29814%)

Exceptional 29814% margin with 27% ROE. Pricing power confirmed. Growth-oriented profile. Inflation protection asset.

BAWATCHIndustrials • Aerospace & Defense • United States

SPACE ALPHA

Exponential Age Positioning

High Beta (1.15) exposure to innovation cycles. Quality 6/10 supports lottery ticket thesis. Size appropriately (2-3% max).

MTD

MTDWATCHHealthcare • Diagnostics & Research • United States

QUALITY

Elite Margins (21%)

Exceptional 21% margin with 1676% ROE. Pricing power confirmed. Growth-oriented profile. Inflation protection asset.

MSTR

Strategy IncBARCTechnology • Technology • United States

VALUE PLAY

Quality 9.0/10 at Discount

Attractive P/E (6) for a margin leader. Quality score 9/10 with 1667% margin. Fundamental value confirmed.

Philip Morris International IncWATCHConsumer Defensive • Tobacco • United States

QUALITY

Elite Margins (22%)

Exceptional 22% margin with 575% ROE. Pricing power confirmed. Low volatility profile. Inflation protection asset.

⚠️Potential Sells (1)

BAWATCHIndustrials • Aerospace & Defense • United States

PROFITABILITY

Unprofitable Position

Negative -12% margin with minimal weight. Structural challenges. Clean up for portfolio clarity.

Disclaimer: These recommendations are automatically generated from quality metrics and do not constitute personalized financial advice. Always perform your own analysis before any investment decision.