Wednesday, August 12
Analysis desk
Book value
$222,730
Portfolio β
1.05
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 | 0.4 | 0.4 | 0.3 | 0.1 |
| MSFT | 0.1 | 1.0 | 0.3 | 0.4 | 0.4 | 0.2 | 0.4 |
| NVDA | 0.1 | 0.3 | 1.0 | 0.7 | 0.6 | 0.5 | 0.3 |
| VOO | 0.4 | 0.4 | 0.7 | 1.0 | 1.0 | 0.8 | 0.5 |
| VTI | 0.4 | 0.4 | 0.6 | 1.0 | 1.0 | 0.8 | 0.5 |
| VXUS | 0.3 | 0.2 | 0.5 | 0.8 | 0.8 | 1.0 | 0.3 |
| AMZN | 0.1 | 0.4 | 0.3 | 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 | 42 | 25% | 0.72 | 4% | 33% | — | — | — | — |
MSFT — | 17.4% | ▲50▲200 | 78 | 32% | 0.94 | 22% | −5% | — | — | — | — |
NVDA — | 14.9% | ▲50▲200 | 58 | 37% | 1.88 | −1% | 19% | — | — | — | — |
VOO — | 14.5% | ▲50▲200 | 63 | 13% | 1.00 | 4% | 20% | — | — | — | — |
VTI — | 11.5% | ▲50▲200 | 64 | 13% | 1.02 | 5% | 20% | — | — | — | — |
VXUS — | 4.2% | ▲50▲200 | 60 | 17% | 1.08 | 2% | 22% | — | — | — | — |
AMZN — | 3.7% | ▲50▲200 | 61 | 34% | 1.47 | 1% | 23% | — | — | — | — |
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.