Sample data — a typical DIY allocation. The figures are fixed and illustrative.
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Portfolio value
$25,000
- Positions
- 10
- Cash
- 7.0%
- Grade
- C-
Technology is 42.6% of this portfolio
This much of the money moves on one industry's news.
- Largest position
- VOO · 25.0%
- Top three together
- 56.0%
- Technology42.6%
- Consumer Discretionary18.7%
- Broad market17.5%
- Financials5.4%
- Crypto5.0%
- Communication Services3.8%
“Broad market” is the part of the index funds we do not break down further. It is not an industry and it is not a risk.
TSLA is 1.1× what it looks like
16.0% directly, 16.9% once VOO and QQQ are counted.
| Instrument | Held directly | Including funds | Through |
|---|---|---|---|
| TSLA | 16.0% | 16.9% | VOO, QQQ |
| NVDA | 11.0% | 14.3% | VOO, QQQ |
| AAPL | 6.0% | 8.8% | VOO, QQQ |
| MSFT | 0.0% | 3.0% | VOO, QQQ |
| AMZN | 0.0% | 1.8% | VOO, QQQ |
Fund holdings are approximate and dated.
100.0% of this wealth trades in USD
0.0% international equity sits underneath it. Income and assets should not share every risk.
- USD100.0%
A 10% fall in US technology
46.6% of this portfolio moves with US technology.
$1,165
off the portfolio value · -4.7%
Grade C-
Starting at 100, one deduction per rule that fired.
62 out of 100
- −10TSLA is 16.0% of your portfolio
- −10Technology is 42.6% of portfolio
- −10Effective NVDA exposure is 14.3% after ETF look-through
- −8USD is your trading currency for 100.0% of the portfolio, with only 0.0% international equity underneath
In a few sentences
This is a C- portfolio: okay on size, but the risk is still too concentrated.
TSLA is 16.0% of the portfolio, and Technology is 42.6%, so one stock and one sector dominate.
Effective NVDA exposure is 14.3% after VOO and QQQ look-through, and USD is 100.0% with 0.0% international equity.
You did keep 7% cash, and VOO at 25% adds some index exposure.
The most useful next thing to check is how much of your total risk still sits in TSLA, NVDA, and Technology at 42.6%.
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