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Portfolio

Your performance, allocation, and holdings in one place.

Portfolio scope

All broker accounts

$52,779.79

1D -$422.78

$37,372.19

+$2,622.23

+$15,407.60

+$18,029.83

Performance movers

Open positions ranked by total return.

Symbol	Total P/L	Total P/L %
NVDA	+$5,713.38	+115.2%
VOO	+$4,767.35	+35.91%
AAPL	+$2,495.67	+54.78%
MSFT	+$1,935.96	+22.53%
GOOGL	+$1,672.46	+85.6%

No positions currently have a negative return.

Allocation

Current market value by holding.

VOO

33.54%

$17,700.25

MSFT

18.94%

$9,994

NVDA

17.46%

$9,214.40

AAPL

12.73%

$6,719.37

AMZN

10.29%

$5,428.71

GOOGL

7.05%

$3,723.06

AI Analysis

Generated 2026-07-31 12:43 UTC · Informational only, not financial advice.

The portfolio demonstrates a growth-oriented strategy with significant allocations to technology stocks. Recent activity indicates a shift towards reducing exposure to individual stocks and rebalancing towards VOO. The portfolio is currently profitable, with a substantial portion of gains attributed to NVDA.

Strengths

Significant unrealized gains, particularly in NVDA, contribute to overall portfolio profitability.
Diversification across several large-cap technology companies provides exposure to various growth areas.
VOO provides broad market exposure and helps mitigate single-stock risk.
Journal notes indicate a conscious effort to manage risk and maintain a long-term perspective.

Concentration risks

The top five holdings (VOO, MSFT, NVDA, AAPL, AMZN) represent 75.74% of the portfolio, indicating a concentration risk.
A significant portion of the portfolio is allocated to the technology sector, potentially increasing vulnerability to sector-specific downturns.

Recent activity

Recent transactions show a pattern of selling positions in MSFT, GOOGL, AMZN, NVDA, and AAPL, while also making small purchases of NVDA and VOO.
The recent buying of NVDA appears to be a small follow-on purchase, reinforcing the existing position.
Sales of individual stocks, coupled with purchases of VOO, suggest a move towards broader diversification.

Decision consistency

The decision to trim MSFT aligns with the journal note indicating a desire to reduce single-stock exposure.
The sale of NVDA is consistent with the journal note documenting valuation risk concerns.
The portfolio notes highlight the impact of FIFO on cost basis, demonstrating an awareness of its implications.

Behavioral patterns

Evidence of taking profits in NVDA and MSFT suggests a disciplined approach to managing gains.
Recent sales and purchases indicate a rebalancing strategy, potentially to reduce concentration and manage risk.
The purchase of VOO alongside sales of individual stocks suggests a shift towards broader diversification.

Assumptions worth reviewing

Is the continued durability of cloud demand and recurring software revenue still a valid assumption for MSFT?
Has the valuation risk associated with NVDA increased to a point where further reduction in exposure is warranted?
Is the current allocation to the technology sector still appropriate given the overall market outlook?

Thesis review

The MSFT cloud and productivity thesis has been partially validated by the position's performance, but the partial sale suggests a reassessment of risk-reward.
The NVDA thesis has been largely validated by significant gains, but the recent sales indicate a recognition of valuation concerns.

This is informational only, not financial advice.

Holdings

6 open positions

AAPL Apple Inc. $319.97 -2.51% AMZN Amazon.com... $258.51 -0.15% GOOGL Alphabet I... $338.46 -1.11% MSFT Microsoft ... $499.70 -2.04% NVDA NVIDIA Cor... $230.36 +0.84% VOO Vanguard S... $708.01 -0.38%

				Average cost
AAPL	$319.97	-2.51%	21	$216.95	$6,719.37	+$332.20	+$2,163.47	+$2,495.67	+54.78%
AMZN	$258.51	-0.15%	21	$192.16	$5,428.71	+$51.75	+$1,393.26	+$1,445.01	+35.81%
GOOGL	$338.46	-1.11%	11	$177.63	$3,723.06	-$96.70	+$1,769.16	+$1,672.46	+85.6%
MSFT	$499.70	-2.04%	20	$429.58	$9,994	+$533.60	+$1,402.36	+$1,935.96	+22.53%
NVDA	$230.36	+0.84%	40	$123.99	$9,214.40	+$1,458.38	+$4,255	+$5,713.38	+115.2%
VOO	$708.01	-0.38%	25	$531.04	$17,700.25	+$343	+$4,424.35	+$4,767.35	+35.91%

Recent activity

Across all broker accounts

View transactions

SELL

Sold 2 NVDA at $164.10 in Revolut USD.

Jul 12, 2026

BUY

Bought 5 NVDA at $158.30 in Revolut USD.

Jul 8, 2026

SELL

Sold 5 GOOGL at $179.20 in Revolut USD.

Jul 6, 2026

SELL

Sold 4 GOOGL at $181.80 in Revolut USD.

Jul 1, 2026

SELL

Sold 3 AMZN at $214.50 in Revolut USD.

Jun 22, 2026

Recent journal entries

Your latest investment decisions and notes.

View journal

Portfolio
Review Jul 10, 2026 BUY NVDA transaction
Buy Reason Jul 8, 2026 NVDA
Risk Jun 20, 2026