Total Value$7,920.20
Total Return$270.90
▲ +4.92%
Cash Available$2,140.50
27.0% of portfolio
Health Score72/100
Good
Performance
Last 9 months, simulated
Holdings
| Symbol | Sector | Shares | Avg Cost | Price | Market Value | Weight | Return |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | Technology | 6 | $172.40 | $189.30 | $1,135.80 | 14.3% | +9.80% |
MSFT Microsoft Corp. | Technology | 4 | $340.10 | $368.50 | $1,474.00 | 18.6% | +8.35% |
VOO Vanguard S&P 500 ETF | ETFs | 5 | $410.20 | $428.90 | $2,144.50 | 27.1% | +4.56% |
NVDA NVIDIA Corp. | Technology | 3 | $118.60 | $96.20 | $288.60 | 3.6% | -18.89% |
DIS Walt Disney Co. | Consumer | 8 | $88.40 | $92.10 | $736.80 | 9.3% | +4.19% |
Allocation
By sector, including cash
- Technology36.6%
- ETFs27.1%
- Consumer9.3%
- Cash27.0%
Portfolio Health
Your portfolio is in solid shape overall, with a little room to improve in one or two areas below.
DiversificationGood
You're spread across 3 sectors, though your allocation still leans on a couple of them.
Concentration RiskExcellent
No single position dominates — your largest holding (VOO) is only about 27.1% of your total portfolio.
VolatilityFair
A mix of strong winners and losers is creating noticeable swings in your portfolio's value.
Cash BufferGood
You're holding around 27.0% in cash, which is a reasonable buffer.
Improvement Suggestions
AI Coach
- •Your portfolio is concentrated in Technology. Consider adding a healthcare or financials position.
- •Cash allocation is low relative to your total return volatility — a small buffer can help you avoid selling at a loss.
- •You haven't held NVDA long enough to judge it fairly. Short-term dips are common with growth stocks.
Recent Transactions
| Symbol | Type | Shares | Price | Date |
|---|---|---|---|---|
| AAPL | buy | 2 | $186.40 | 2026-09-04 |
| NVDA | sell | 1 | $99.10 | 2026-09-02 |
| VOO | buy | 1 | $425.80 | 2026-08-29 |
| DIS | buy | 3 | $90.20 | 2026-08-21 |
| MSFT | buy | 1 | $361.90 | 2026-08-14 |