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Growth

Large technology and consumer platforms alongside a Nasdaq fund.

The real Portfolio Manager rendering a sample book. Same components and live data members see. Only the share counts are illustrative.

Market value
$96,906
One week
+2.5%
Thesis health
1 broken · 1 on watch · 2 intact

Positions

Illustrative share counts. Market values use current covered prices.

HoldingSharesPriceValueThesis
NVDA120$211$25,315Intact
MSFT60$385$23,106Broken
AMZN60$245$14,720Intact
AVGO30$400$11,999Warn
QQQ30$726$21,765Fund

Your Portfolio Risk vs S&P 500

3 Years ending Jul 12, 2026

Risk = annualized standard deviation. Return = annualized.

What you're really holding

Looking through the fund you hold (QQQ) to the companies inside, your 4 direct holdings work out to exposure in 95 companies.

Thesis flags inside your funds: INTC (Watch), PANW (Watch), CRWD (Watch), MAR (Watch), ORLY (Watch), WBD (Watch), +13 more. You hold these inside the funds you own; the reason to own them has softened.
Overlapping exposure: NVDA (28.1%), MSFT (25.1%), AMZN (16.2%), AVGO (13.1%). You hold these both directly and inside a fund.
  • NVDANVIDIA Corp.$27,207 (28.1%)
    held directly + via QQQ
  • MSFTMicrosoft Corp.$24,333 (25.1%)
    held directly + via QQQ
  • AMZNAmazon.com, Inc.$15,718 (16.2%)
    held directly + via QQQ
  • AVGOBroadcom Inc.$12,654 (13.1%)
    held directly + via QQQ
  • AAPLApple Inc.$1,663 (1.7%)
    via QQQ
  • TSLATesla, Inc.$828 (0.9%)
    via QQQ
  • METAMeta Platforms, Inc.$753 (0.8%)
    via QQQ
  • WMTWalmart Inc.$748 (0.8%)
    via QQQ
  • GOOGLAlphabet Inc.$747 (0.8%)
    via QQQ
  • GOOGAlphabet Inc.$696 (0.7%)
    via QQQ
  • COSTCostco Wholesale Corp.$545 (0.6%)
    via QQQ
  • NFLXNetflix, Inc.$500 (0.5%)
    via QQQ
Show all 95 companies
What the funds you hold are made of ($21,765)
Tracked companies97.9%
Foreign equity (no per-name read)2.1%

Only “Tracked companies” resolve to the per-name exposures above; the rest is fund value we can characterize (foreign equity, bonds, cash) but not break down to individual holdings.

Estimated from the latest disclosed fund holdings. Direct positions counted at full value.

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Sample book for illustration. Share counts are illustrative. For informational purposes only. Not investment advice.