Roth IRA Strategy Dashboard

Roth IRA — v15 / Strategy v12.2 Day 0: Mar 6 2026 Loading…

View:

v10 TWR

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from Day 0

QQQM Return

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from Day 0

Alpha

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v10 − QQQM

Max Drawdown

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v10 series

Portfolio

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2026 Room

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Fidelity Personal Return

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Strategy QQQM B&H Cost basis

Step 1 — Current holdings (from Fidelity)

As of:

Equity total: $0 Total: $0

Step 2 — Signal values (v12.2)

QQQ Status

L_QQQ

SMH Status

L_SMH

Sig21_QQQ (annualized vol)

VIX/VIX3M Ratio (optional)

Weekly Buy Override (blank=auto)

Weekly Buy $

Date *

Portfolio total ($) *

Contribution ($)

QQQM close price ($)

QQQ Status

SMH Status

L_QQQ

L_SMH

Sig21_QQQ

VIX Ratio

Notes

Showing entries within current view (Since Day 0)

Date	Portfolio	Contrib	Cumul Basis	QQQM	v10 TWR	QQQM Ret	Alpha	Phase

Green rows = manual entries. Edit / Delete available on manual rows. Fix QQQM available on statement/eod rows with estimated prices.

v12.2 weekly workflow — checklist resets each session.

2026 contribution tracker

v12.2 strategy parameters (locked)

Roth IRA Strategy Dashboard v15