Portfolio Overview

Multi-series analysis · Interactive crosshair · Benchmark comparison

$1,024,800
As of close
+16.8%
vs benchmark
6.6%
Alpha generated
8
Active holdings

Performance Comparison

Indexed to 100 at period start

Jan 1Jan 13Jan 25Feb 6Feb 18Mar 1Mar 9Mar 21Apr 2Apr 14Apr 26May 8May 20Jun 1Jun 9Jun 21Jul 3Jul 11Jul 19Jul 31Aug 12Aug 24Sep 50306090120
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Holdings

TickerCompanyWeightValueDay %P/E30D
AAPLApple Inc.18.4%$184,200+2.34%28.4x
MSFTMicrosoft Corp.15.2%$152,000+1.87%32.1x
NVDANVIDIA Corp.12.8%$128,000+4.52%45.6x
GOOGLAlphabet Inc.10.1%$101,000-0.43%22.8x
AMZNAmazon.com Inc.9.6%$96,000+1.12%38.9x
METAMeta Platforms8.3%$83,000+3.21%24.3x
BRK.BBerkshire Hathaway7.1%$71,000-0.18%21.4x
JPMJPMorgan Chase6.4%$64,000+0.76%12.8x

Sector Allocation

Technology46.4%
Communication18.4%
Financials13.5%
Consumer Disc.9.6%
Semiconductors12.1%

Risk Metrics

Sharpe Ratio
12-month
1.84
Beta
vs S&P 500
1.12
Max Drawdown
YTD
-8.4%
Volatility (Ann.)
30-day
14.2%
Tracking Error
vs benchmark
4.8%