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: $103,848
One week: -1.1%
Thesis health: 0 broken · 1 on watch · 3 intact

Positions

Illustrative share counts. Market values use current covered prices.

Holding	Shares	Price	Value	Thesis
NVDA	120	$200	$24,016	Intact
MSFT	60	$556	$33,348	Warn
AMZN	60	$266	$15,962	Intact
AVGO	30	$325	$9,764	Intact
QQQ	30	$692	$20,759	Fund

Your Portfolio Risk vs S&P 500

3 Years ending Nov 5, 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 96 companies.

Thesis health including funds: 3 Broken · 59 Warn

Direct holdings: 0 Broken · 1 Warn. Fund-only exposure: 3 Broken · 58 Warn.

Each company is counted once. Companies held both directly and through funds count under direct holdings. Thesis coverage: 96 of 96 companies.

Thesis flags inside your funds: MSFT (Warn), MU (Warn), TSLA (Warn), INTC (Warn), AMAT (Warn), WMT (Broken), +56 more. You hold these inside the funds you own. Review their theses.

Overlapping exposure: MSFT (33.0%), NVDA (24.6%), AMZN (16.2%), AVGO (10.0%). You hold these both directly and inside a fund.

MSFTMicrosoft Corp.Warn$34,248 (33.0%)
held directly + via QQQ
NVDANVIDIA Corp.$25,588 (24.6%)
held directly + via QQQ
AMZNAmazon.com, Inc.$16,794 (16.2%)
held directly + via QQQ
AVGOBroadcom Inc.$10,346 (10.0%)
held directly + via QQQ
AAPLApple Inc.$1,380 (1.3%)
via QQQ
MUMicron Technology, Inc.Warn$1,167 (1.1%)
via QQQ
AMDAdvanced Micro Devices, Inc.$849 (0.8%)
via QQQ
TSLATesla, Inc.Warn$682 (0.7%)
via QQQ
GOOGLAlphabet Inc.$676 (0.7%)
via QQQ
INTCIntel Corp.Warn$629 (0.6%)
via QQQ
GOOGAlphabet Inc.$626 (0.6%)
via QQQ
METAMeta Platforms, Inc.$542 (0.5%)
via QQQ

Show all 96 companies

What the funds you hold are made of ($20,759)

Tracked companies98.0%

Foreign equity (no per-name read)1.4%

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.