Total Portfolio Value
$127,845
+$3,248 (2.61%) today
Total Return
+12.4%
+2.1% vs S&P 500
Annual Volatility
18.7%
Moderate Risk
Sharpe Ratio
1.34
Above Average
Max Drawdown
-8.9%
Last 6 months
Current Holdings
View All →| Symbol | Company | Shares | Value | Weight | Return |
|---|---|---|---|---|---|
| AAPL | Apple Inc | 125 | $24,994 | 19.5% | +8.2% |
| MSFT | Microsoft Corp | 45 | $20,640 | 16.1% | +12.7% |
| GOOGL | Alphabet Inc | 65 | $11,171 | 8.7% | -2.4% |
| TSLA | Tesla Inc | 30 | $10,753 | 8.4% | +24.1% |
| NVDA | NVIDIA Corp | 75 | $10,439 | 8.2% | +45.3% |
| Others | 15 Holdings | - | $49,848 | 39.1% | +6.8% |
Sector Allocation
Rebalance →$127.8K
Total Value
Technology
42.3%
Healthcare
18.7%
Financial
15.2%
Consumer
12.4%
Energy
7.8%
Others
3.6%
18.7%
Volatility
Moderate risk level
0.85
Beta
Less volatile than market
1.34
Sharpe Ratio
Good risk-adjusted return
-8.9%
Max Drawdown
Largest peak-to-trough decline
Performance vs Benchmark
Full Chart →
Jan 2024
Jun 2024
Dec 2024
Portfolio: +12.4%
S&P 500: +10.3%
Portfolio Insights
View Report →💡 Key Insights
🎯 Outperforming Market
+2.1%
Your portfolio has beaten the S&P 500 by 2.1% over the past year with a strong tech allocation.
⚖️ Sector Concentration
42.3%
High concentration in Technology sector. Consider diversifying to reduce volatility risk.
📈 Growth Momentum
Top 20%
NVDA and TSLA showing strong momentum. Monitor for potential profit-taking opportunities.
🎯 Recommended Actions
Rebalance to reduce tech exposure below 35%
Priority: Medium
Add defensive sectors (Utilities, REITs)
Priority: Low
Consider taking profits on NVDA position
Priority: High
85/100
Diversification Score
92/100
Quality Score