CheeseGrowth
Submitted by @jackjack · 6 holdings · Total value: $14.9k
Overall score: 73/100 · Grade: B
Score breakdown
- Strength: 70/100 — quality and fundamentals of holdings
- Diversity: 80/100 — spread across sectors and asset types
- Exposure: 65/100 — balance and risk management
Analysis
The portfolio comprises primarily high-quality technology stocks, but lacks blue-chip stability and includes some speculative positions, impacting its overall strength score.
With a significant allocation to a broad-market ETF, the portfolio displays strong diversification across multiple sectors, reducing concentration risk effectively.
While the portfolio reflects a balanced risk exposure, it skews toward growth stocks in a volatile sector, which could increase risk, especially in market downturns.
Top holdings
- AMD — Advanced Micro Devices (36.4%, Technology)
- VWRP — Vanguard FTSE All-World (23.1%, ETF)
- NOW — ServiceNow (15.0%, Technology)
- NOK — Nokia (11.3%, Communication)
- AVGO — Broadcom (8.3%, Technology)