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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
$105,442
One week
+0.1%
Thesis health
1 broken · 0 on watch · 3 intact

Positions

Illustrative share counts. Market values use current covered prices.

HoldingSharesPriceValueThesis
NVDA120$230$27,643Intact
MSFT60$500$29,982Broken
AMZN60$259$15,511Intact
AVGO30$358$10,737Intact
QQQ30$719$21,569Fund

Your Portfolio Risk vs S&P 500

3 Years ending Sep 6, 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 flags inside your funds: TSLA (Watch), INTC (Watch), CRWD (Watch), ADI (Weakened), GILD (Watch), BKNG (Weakened), +18 more. You hold these inside the funds you own; the reason to own them has softened.
Overlapping exposure: MSFT (29.3%), NVDA (27.8%), AMZN (15.5%), AVGO (10.8%). You hold these both directly and inside a fund.
  • MSFTMicrosoft Corp.$30,917 (29.3%)
    held directly + via QQQ
  • NVDANVIDIA Corp.$29,277 (27.8%)
    held directly + via QQQ
  • AMZNAmazon.com, Inc.$16,376 (15.5%)
    held directly + via QQQ
  • AVGOBroadcom Inc.$11,341 (10.8%)
    held directly + via QQQ
  • AAPLApple Inc.$1,434 (1.4%)
    via QQQ
  • MUMicron Technology, Inc.$1,213 (1.2%)
    via QQQ
  • AMDAdvanced Micro Devices, Inc.$882 (0.8%)
    via QQQ
  • TSLATesla, Inc.Watch· this month$709 (0.7%)
    via QQQ
  • GOOGLAlphabet Inc.$702 (0.7%)
    via QQQ
  • INTCIntel Corp.Watch· 3–6 mo$654 (0.6%)
    via QQQ
  • GOOGAlphabet Inc.$650 (0.6%)
    via QQQ
  • METAMeta Platforms, Inc.$563 (0.5%)
    via QQQ
Show all 96 companies
What the funds you hold are made of ($21,569)
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.