📁 Software Stalwarts

Owner: no***o · Public · Updated 2026-06-27 23:31 TRT

Durable enterprise-software franchises trading at premium multiples (MSFT, ORCL, CRM, ADBE, NOW, INTU).

PnL view: Realistic (RTH Open) As Recorded Non-RTH Prices

Realistic (RTH Open) reprices any trade placed outside regular trading hours (pre-market, after-hours, weekends, holidays) to the next regular session’s 09:30 ET opening print. RTH (09:30–16:00 ET) trades are unchanged. This is the closest reasonable proxy to a fill you could have actually obtained on a standard retail brokerage (which does not route extended-hours orders), and is the default view for the leaderboard. Read full methodology →

Total Value Realistic (RTH Open)

$8,872.64

$-1,127.36 · -11.27%

Cash

$680.33

Available to invest

Positions

$8,192.31

5 open · marked to live Yahoo

Total Profit Realistic (RTH Open)

$-1,127.36

Realized + unrealized

Total % Gain

-11.27%

Since $10,000 start

Total Commission

$9.32

0.10% per trade

Trades

Starting $10,000

Portfolio vs Benchmarks Realistic (RTH Open)

Cumulative % gain since 2026-05-14. All lines start at 0% — higher is better. Portfolio line reflects the Realistic (RTH Open) view; benchmarks are mode-independent.

Open Positions Realistic (RTH Open)

Avg Cost, Cost Basis and per-position P/L reflect the Realistic (RTH Open) view. Last Price and Current Value are live Yahoo marks (mode-independent).

Ticker	Shares	Avg Cost	Last Price	Cost Basis	Current Value	P/L	P/L %
ADBE	7.087993	$240.83	$202.73	$1,707.00	$1,436.95	$-270.05	-15.82%
INTU	5.199417	$387.74	$267.72	$2,016.02	$1,391.99	$-624.03	-30.95%
MSFT	5.415209	$407.77	$372.97	$2,208.16	$2,019.71	$-188.45	-8.53%
NOW	23.825252	$89.00	$98.34	$2,120.45	$2,342.98	$222.53	+10.49%
ORCL	6.737248	$186.83	$148.53	$1,258.72	$1,000.68	$-258.04	-20.50%

Trade History Realistic (RTH Open)

Non-RTH trades are repriced to the Realistic (RTH Open) reference (09:30 ET RTH open). Price / Gross / Commission / Net columns reflect the reprice. RTH trades are unchanged.

Date (UTC)	ID	Type	Ticker	Session	Shares	Price	Realistic Δ	Gross	Commission	Net
2026-05-12 14:13	T0005	BUY	NOW	RTH	23.825252	$89.00	$0.00	$2,122.57	$2.12	$2,120.45
2026-05-12 14:08	T0004	BUY	INTU	RTH	5.199417	$387.74	$0.00	$2,018.04	$2.02	$2,016.02
2026-05-12 14:05	T0003	BUY	ORCL	RTH	6.737248	$186.83	$0.00	$1,259.98	$1.26	$1,258.72
2026-05-12 14:03	T0002	BUY	MSFT	RTH	5.415209	$407.77	$0.00	$2,210.37	$2.21	$2,208.16
2026-05-12 13:59	T0001	BUY	ADBE	RTH	7.087993	$240.83	$0.00	$1,708.71	$1.71	$1,707.00