Shopify add after margin inflection
Trade rationale · Jun 30, 2026 · Public
I increased SHOP modestly because the margin trend improved without sacrificing revenue durability.
Back to marketplace
AB
Subscribers
ABAvery Brooks
Verified import@qualityarr · Growth
Avery underwrites software companies through retention quality, margin expansion, and enterprise budget resilience.
Quality SaaS Growth InvestorRisk 7/10 · Elevated+31 this month
Follower capital
$2.8M
Latest decision
Add SHOP
Subscription terms
$99.00 / mo
Public track record
+31.4%
Drawdown
-18.1%
Sharpe
1.02
Profile disclosure
This pilot profile is an educational simulation. Returns, holdings, and mirrored trades are mock records and should not be treated as personalized financial advice.
Annualized
+20.6%
Simulated estimate
This month
+2.7%
Current month to date
Win rate
58%
121 closed trades
Volatility
21.2%
Trailing estimate
Performance history
Indexed to 100 at inception window
PilotSPY proxy
Track record quality
Imported trade historySimulated verified import
Visible trades3
Average position size7.4%
Biggest win+28.6%
Biggest loss-14.8%
Current cash10.0%
Last updatedJun 30, 2026
Current model portfolio
Open holdings visible to followers in paper mode
| Ticker | Asset | Weight | Avg entry | Current | Unrealized | Thesis |
|---|---|---|---|---|---|---|
| MSFT | Microsoft | 13.0% | $402.70 | $446.10 | 10.8% | Enterprise AI platform and durable seat expansion. |
| NOW | ServiceNow | 10.5% | $734.20 | $791.50 | 7.8% | Workflow automation leader with strong renewal base. |
| CRM | Salesforce | 8.8% | $243.40 | $267.90 | 10.1% | Margin discipline plus AI product cycle. |
| SHOP | Shopify | 7.5% | $63.20 | $71.80 | 13.6% | Commerce infrastructure with operating leverage. |
| AMZN | Amazon | 7.0% | $176.20 | $196.40 | 11.5% | AWS acceleration with retail margin recovery. |
Allocation preview
Preview a paper allocation before checkout. The demo account is capped at $75,000 across all active pilots.
Available paper cash$17,000
Suggested allocation$15,000
Max for this pilot$33,000
Modeled P/L at preview$4,710
Recent decisions
Every model change leaves a visible trail.
Trade history
Simulated orders mirrored into follower paper portfolios
| Date | Action | Ticker | Size | Price | P/L | Mirrored | Note |
|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | Add | SHOP Shopify | 2.0% | $70.60 | Open | 511 | Added after margin commentary improved while revenue growth held. |
| Jun 18, 2026 | Trim | NOW ServiceNow | 1.5% | $802.10 | 8.2% | 503 | Trimmed position that moved above target sizing. |
| Jun 3, 2026 | Buy | CRM Salesforce | 3.0% | $258.40 | Open | 494 | Started position after buyback and margin profile improved. |
Strategy notes
Market notes, trade rationale, weekly updates, and risk posture
Public
SaaS basket risk check
Risk note · Jun 20, 2026 · Subscribers
High-quality software is still rate sensitive. I am avoiding unprofitable names and keeping cash near 10%.
Follower fit
Suitable for users who understand growth risk and want to observe a transparent public model portfolio before considering future real-money workflows.
Fee structure
Monthly pilot fee$99.00
Performance fee5% simulated
Operating cadence
Average holding period: 11 weeks