Holdings
A snapshot of a sample portfolio. Allocations and analysis are read-only in the demo.
| Symbol | Name | Weight % | Sector |
|---|---|---|---|
| AAPL | Apple Inc. | 2.2% | Technology |
| TSLA | Tesla, Inc. | 22.1% | Consumer Cyclical |
| NVDA | NVIDIA Corporation | 50.9% | Technology |
| CRM | Salesforce, Inc. | 22.1% | Technology |
| GOOG | Alphabet Inc. | 2.7% | Communication Services |
Risk profile
Weighted beta
Market sensitivity across holdings
—
Dividend signal
Based on weighted dividend rate
Growth tilt
Weighted dividend
Trailing annual dividend rate
$0.44
Breakdown
Sectors
- Technology75.2%
- Consumer Cyclical22.1%
- Communication Services2.7%
Industries
- Semiconductors50.9%
- Auto Manufacturers22.1%
- Software - Application22.1%
- Internet Content & Information2.7%
- Consumer Electronics2.2%
Country
- United States100.0%
Size tier
- Mega-cap77.9%
- Large-cap22.1%
Portfolio analysis
This portfolio is highly concentrated, with over 75% allocated to the Technology sector and more than half (50.85%) in a single stock, NVIDIA. The remaining exposure is largely to Tesla (Consumer Cyclical, 22.11%) and Salesforce (Technology, 22.11%), with only minor allocations to Apple and Alphabet. All holdings are large or mega-cap U.S. companies, and there is no international or small/mid-cap exposure. The overall dividend yield is low, reflecting a growth-oriented approach, and there is significant sector and single-stock risk due to the heavy weighting in Technology and especially NVIDIA.
Suggestions
- Reduce concentration risk by diversifying away from Technology, particularly by lowering the large NVIDIA position.
- Consider adding exposure to other sectors (e.g., Healthcare, Financials, Industrials) and international markets to improve diversification.
- Introduce some dividend or value-oriented stocks to balance the growth tilt and potentially reduce volatility.