Live Markets · Stocks

Stock trading, watched live, sized against a plan

Track a handful of large-cap names and the broad market alongside the discipline that governs how much of your portfolio any single stock is ever allowed to become.

Discuss My Equity AllocationSee Market Investments
Live Chart

S&P 500 (SPY), real-time

Interactive chart — change the interval, add indicators, or click through to full detail.

Watchlist

A few names we get asked about most

Apple

NASDAQ: AAPL

Microsoft

NASDAQ: MSFT

Alphabet

NASDAQ: GOOGL
How We Trade Equities

Direct positions, inside a written cap

Individual stock positions live in the satellite sleeve of your equity allocation, screened for balance-sheet quality and valuation before entry. No single name is sized to move your household plan on its own.

  • ✓ Satellite sleeve capped as a share of total equity exposure
  • ✓ Sector and single-name concentration limits, enforced quarterly
  • ✓ Tax-loss harvesting on taxable positions
  • ✓ Trade execution reviewed against your Investment Policy Statement
See Full Market Investments Approach
Reviewing an equity watchlist

Charts are supplied by TradingView, a third-party market data provider, and may be delayed; they are shown for informational and illustrative purposes only and do not constitute a recommendation to buy or sell any security. Investing in individual equities carries risk, including loss of principal.

Want your own watchlist sized against your plan?

We'll show you where your current stock positions sit relative to your target allocation.

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