Prepared by Ari Vinotharajah · Independent Financial Adviser, Dubai · For Ari's clients only · For discussion · Not investment advice
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Currencies · YTD · each pair shown in market convention
Historical seasonality · 2026 US mid-term yearMay to Jul typically the strongest stretch of the mid-term year, ahead of the August chopAug to Oct historically the choppiest stretch of the four-year cycleNov onwards typically rebounds post-vote (tendency, not a guarantee)
● Live feed · Google Finance live formulas (15-20 min delayed), with TipRanks, Yahoo and manual NAVs where available, plus daily automated cross-checks and manual review · tap to refresh now
📰 What's moving today curated headlines from the universe · refreshed each morning
🏆 What's working in 2026 sectors, stocks, indices and commodities ranked together by year-to-date performance · live
🌍 Regional snapshot
🚀 Today's interesting names click the Movers tab for the full sortable view
💰 If you invested $10,000… …ten years ago, what would it be worth today? · screening tool, not advice
Past performance is not a recommendation. This helps compare long-term compounding, not predict the future.
🌐 Asset Class Reality Check …$1 million invested ten years ago, what would it be worth today? · screening tool, not advice
Each bucket shown via the most liquid ETF or index proxy. Past performance is not a recommendation.
📜 Structured Notes Striking · May / Jun 2026
Three structures, each filling a different portfolio role
✦ Income
Santander 12% USD Tech Quarterly
Strikes 18 Jun 2026
Apple, Microsoft, Alphabet, Meta
Quarterly income keeps paying unless the basket falls 40%. With all four names at all-time highs, that buffer is enormous.
✦ Classic Autocall
BBVA 14.00% USD / 13.70% GBP Snowball
Strikes 19 Jun 2026
SMI, Euro Stoxx 50, Nikkei, S&P 500
Higher coupons and a shorter 5-year max term than the May strike. 97.55% of 1,752 backtests exited early, 43% at month 12.
✦ Capital Protected
⏳ STRUCK 21 MAY · Replacement Coming
Goldman 9.40% GBP / 8.40% USD Kick-Out
Strikes 21 May 2026
SMI, FTSE MIB, Nikkei, Russell 2000
100% capital protected at maturity regardless of where markets go. Worst case is full capital back with no coupons.
Three more notes in the full Notes tab → Speak to Ari before any allocation.
💡 Understanding this dashboard
📜 Structured Notes, built-in portfolio hedges. A structured note is a fixed-term investment, typically 3-6 years, linked to a basket of stock-market indexes. Most exit early via an autocall; if all indexes are at or above their starting level on an observation date, the note ends and your full capital plus all owed income is returned. Instead of daily market fluctuations you agree the return upfront: fixed income paid every 3 or 6 months, or a lump sum at early exit. Each note has a barrier (a level markets must fall below before capital or income is affected). Notes act as portfolio hedges because they pay a defined return as long as markets stay above the barrier, decoupling from day-to-day volatility. Speak to Ari before any allocation decision.
Category
Currency
Showing 5 notes
✦ 100% Capital Protected
Full capital returned at maturity regardless of how markets perform, subject to issuer credit risk.
Goldman Sachs 9.40% Capital Protected Kick-Out
Goldman Sachs · A1 / A+ / A+
Strikes 21 May 2026 · Matures 28 May 2032
GBPUSD
100% PROTECTED
⏳ STRUCK 21 MAY · Replacement Capital Protected Note Coming
Zero capital risk with a meaningful return. The snowball coupon accumulates and is paid in full when all 4 indexes are at or above their May 2026 levels, with the first observation in May 2029. Capital is fully protected at maturity regardless of where markets go. In 100% of 1,501 backtests the note exited early, with 64% paying out at the very first observation.
✓ Zero Capital Risk · Likely exit Year 3
✦ Income
Regular cash income, paid quarterly or semi-annually as long as the basket stays above a defined barrier. Memory feature on most notes catches up any delayed payments. Mix of conditional memory-income structures and fully-guaranteed fixed-income.
Santander 12% Technology Sector Quarterly Income
Santander · A1 / A+ / A+
Strikes 18 Jun 2026 · Matures 26 Jun 2031
USD
60% BARRIER
Annual Income
12.00%
USD · quarterly→ 3.00% paid every 3 months
Income Paid Unless
−40%
any name from strike
First Autocall
Jun 2027
Yr 1 · 100% trigger
Apple (US)Microsoft (US)Alphabet (US)Meta Platforms (US)
12% a year on Apple, Microsoft, Alphabet and Meta, and they'd have to fall 40% before income stops. One of the best portfolio hedges available right now. Quarterly cash (3% per payment) keeps paying as long as those four names sit anywhere above 60% of their June 2026 levels. With all four at all-time highs, the 40% buffer is enormous and payment is highly likely. Memory feature catches up any delayed coupons. 5-year term; first autocall opportunity June 2027.
↑ Likely exit Year 1
BBVA 9.15% Triple-Currency Memory Income
BBVA · A2 / A+
Strikes 29 May 2026 · Matures 8 Jun 2032
GBPUSDEUR
65% BARRIER
Annual Income
GBP9.05%
USD9.15%
EUR7.00%
quarterly
Income Paid Unless
−15%
any index from strike
First Autocall
Jun 2027
Yr 1 · 100% trigger
Nasdaq 100 (US)Nikkei 225 (Japan)FTSE MIB (Italy)
Pick your currency: 9.15% USD, 9.05% GBP or 7.00% EUR, paid quarterly. Income continues as long as none of Nasdaq 100, Nikkei 225 or FTSE MIB falls more than 15% from strike. Memory feature means any delayed payments roll over and are paid in full when markets recover or the note exits. Capital is safe at maturity provided none of the three indexes sits more than 35% below its starting level on the final date in 2032.
↑ Likely exit Year 1
Natixis 7.50% Fixed Income · 3-Year
Natixis · A1 / A+ / A+
Strikes 2 Jun 2026 · Matures 11 Jun 2029
GBPUSD
65% BARRIER
Annual Income
GBP7.50%
USD7.50%
quarterly→ 1.875% paid every 3 months
Coupons
Guaranteed
unconditional
Term
3 years
non-callable
Euro Stoxx 50 (Europe)Russell 2000 (US)Nikkei 225 (Japan)
7.50% paid every quarter for 3 years, guaranteed. Unlike memory-income notes, these coupons are not conditional on markets, they pay no matter what. Capital is the only thing at risk, and only if Euro Stoxx 50, Russell 2000 or Nikkei 225 sits more than 35% below strike on the final date in June 2029. In 100% of 2,253 backtests the note returned full capital. The note runs the full 3 years (no autocall), so clients know their exact cash flow upfront.
✓ Coupons Guaranteed · 3-Year Term
✦ Autocall / Growth
Our most popular structure. Pays a defined return even if markets go nowhere. As long as all indexes are at or above their starting level on an observation date, the note exits and pays every accumulated coupon in full. No income during the term, but for clients who don't need regular cash flow, the lump sum return at exit is unmatched.
14% USD or 13.70% GBP a year, with the cleanest mainstream-index basket on the page. Every 6 months the note checks whether SMI, Euro Stoxx 50, Nikkei 225 and S&P 500 are all at or above their June 2026 levels. If yes, it exits and pays every accumulated coupon in full. For capital to be at risk, all 4 indexes would need to sit more than 40% below their starting level on one specific day in June 2031. Across 1,752 historical 5-year scenarios, 97.55% autocalled, 42.75% at the very first observation; 0% breached the barrier.
↑ Likely exit Year 1
No notes match this combination
Try a different category or currency, or speak to Ari about a bespoke structure to fill the gap.
Bespoke Structures
From $250,000, notes can be built to order; choose your issuer, your indexes, your barrier levels and your income rate. Bespoke structures can also be priced competitively. Shorter-term structures linked to individual stocks are also available, including notes that can exit after just 12 months. Fully tailored to the client.
Speak to Ari directly
Prepared by Ari Vinotharajah for discussion purposes only. This document does not constitute investment advice or a recommendation to buy or sell any financial instrument. Past performance and backtesting data are not a reliable indicator of future performance. Capital is at risk on all notes without full capital protection. All returns are subject to issuer credit risk. Clients should receive the full factsheet and Key Information Document before making any investment decision.
⭐ Your personal watchlist. Tap the star next to any ticker in the Stocks, ETFs, Movers or Verdict tabs and it'll appear here. Your watchlist is stored on this device only, nothing leaves your browser. If you switch to another device the list won't follow you, that's by design for privacy. Two clients viewing the same link have completely separate watchlists.
🚀 Movers, automatically computed. Two sections on the same universe. Ones to Watch surfaces named analyst-driven opportunities. Rankings screens by YTD, drawdown, breakout, 5Y / 10Y total return and market cap. Refreshes every page load. This is a screening view, not a recommendation.
📅 Market events. What's coming and what's recent; universe earnings combined with the macro calendar in one view. FOMC and ECB meetings, OPEC+ decisions, sovereign elections, and the next round of single-name earnings prints from the universe. The point isn't to trade these events; it's to know when the tape is likely to react. Speak to Ari before acting on any positioning trade around an event.
🌍 Broad-market ETFs. The trackers most HNW portfolios anchor on, sorted by 1-year return. S&P 500 trackers, MSCI World, FTSE All-World, MSCI EM, and the equivalent UCITS wrappers. Tap any name for the full analysis.
Tap any column header ↕ to sort ascending / descending.
🚀 Thematic ETFs. The single-theme baskets where a HNW client tilts capital intentionally. Tap a theme to narrow the list. Tech & AI, Healthcare, Defence, Energy, Crypto, Commodities, and regional (EM, China, India) all live here.
Theme
Region
Tap any column header ↕ to sort ascending / descending.
Sector
Tap any column header ↕ to sort ascending / descending.
🔥 The names actually moving. Top YTD gainers in stocks only (no ETFs, no sector aggregates) and the deepest drawdowns from peak. Tap any name for the full analysis.
🧠 The cohort driving 2026. Mag 7 + AI Memory + AI Compute + AI Equipment + AI Power + AI Software. Sortable, every name tappable. Outside this list? Use Browse all.
Tap any column header ↕ to sort ascending / descending.
Sector
Geography
Tap any column header ↕ to sort ascending / descending.
How the Verdict column works. A one-line read on each holding that combines price vs prior peak, price vs analyst consensus target, and the analyst rating. 🟢 STRONG BUY means below peak with significant upside or deep drawdown with bullish rating. 🔵 MOMENTUM means above peak with bullish rating intact. 🟣 AT PEAK means within ±2% of peak (informational). 🆕 NEW HIGH means fresh breakout above the prior peak. 🟠 TRIM means above peak with no analyst support. This is a screening tool, not a recommendation. Speak to Ari before acting on any signal.
Looking for a specific bucket? Expand the full Verdict table below.
A full table of all Verdict signals is available below. Expand the summary control to view, filter, and sort every row in the universe.
Show all rows with a Verdict signal
Tap any column header ↕ to sort ascending / descending.
🆕 NEW HIGH = above prior peakAT PEAK = within ±2% of peakgreen = positiveamber = 0 to −10%orange = −10 to −25%red = > −25%📅 = upcoming earnings within 14 days★ = on your personal watchlist (this device only)⚠ review = failed automated cross-verificationno data = field not yet populated for this row