Sunday, October 18
Analysis desk
Book value
$222,730
Portfolio β
1.03
vs SPY
Top position
34%
of book
Top 5
92%
concentration
Positions
7
1 sectors
No Finnhub key configured — sector, valuation, and margin columns are unavailable. Technicals, beta, and IV rank still work.
Sector exposure
Unclassified100%
Risk vs. return
1-year return against realized volatility; bubble size = weight.
Correlation — top positions
1-year daily-return correlation. Warm = moves together (concentrated risk), cool = diversifying.
| AAPL | MSFT | NVDA | VOO | VTI | VXUS | AMZN | |
|---|---|---|---|---|---|---|---|
| AAPL | 1.0 | 0.1 | 0.1 | 0.3 | 0.3 | 0.2 | 0.1 |
| MSFT | 0.1 | 1.0 | 0.3 | 0.4 | 0.4 | 0.2 | 0.4 |
| NVDA | 0.1 | 0.3 | 1.0 | 0.6 | 0.6 | 0.5 | 0.2 |
| VOO | 0.3 | 0.4 | 0.6 | 1.0 | 1.0 | 0.8 | 0.5 |
| VTI | 0.3 | 0.4 | 0.6 | 1.0 | 1.0 | 0.8 | 0.5 |
| VXUS | 0.2 | 0.2 | 0.5 | 0.8 | 0.8 | 1.0 | 0.3 |
| AMZN | 0.1 | 0.4 | 0.2 | 0.5 | 0.5 | 0.3 | 1.0 |
| Ticker | Wt | Trend | RSI | Vol | β | 3m | 1y | P/E | Margin | IV rk | Earnings |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL — | 33.8% | ▲50▲200 | 62 | 24% | 0.62 | 5% | 36% | — | — | — | — |
MSFT — | 17.4% | ▲50▲200 | 57 | 33% | 1.01 | 32% | 3% | — | — | — | — |
NVDA — | 14.9% | ▼50▲200 | 38 | 37% | 1.89 | 5% | 17% | — | — | — | — |
VOO — | 14.5% | ▼50▲200 | 44 | 13% | 1.00 | 3% | 15% | — | — | — | — |
VTI — | 11.5% | ▼50▲200 | 43 | 13% | 1.02 | 2% | 14% | — | — | — | — |
VXUS — | 4.2% | ▼50▲200 | 38 | 17% | 1.11 | 0% | 12% | — | — | — | — |
AMZN — | 3.7% | ▼50▲200 | 45 | 34% | 1.45 | 0% | 17% | — | — | — | — |
Technicals from 1y daily bars; fundamentals via Finnhub; IV rank from your option-snapshot history (fills in as tickers are scanned/visited). Estimates only, not advice.