Egg
Submitted by @ChcknJoe · 2 holdings · Total value: $9.5k
Overall score: 80/100 · Grade: B
Score breakdown
- Strength: 70/100 — quality and fundamentals of holdings
- Diversity: 85/100 — spread across sectors and asset types
- Exposure: 75/100 — balance and risk management
Analysis
The portfolio mostly consists of a well-regarded ETF with broad market exposure, complemented by a single individual stock, though the latter is a more volatile asset. Overall, the quality of the holdings is decent but not exceptional.
The presence of a diversified ETF significantly enhances the portfolio's diversity, while the stock holding introduces some concentration risk, albeit at a manageable level. Geographic and sector exposure is largely balanced due to the ETF.
The portfolio has a moderate risk profile with a solid mix of a conservative ETF and a single growth-oriented stock, but it lacks defensive elements, resulting in a generally balanced risk exposure.
Top holdings
- VWRP — Vanguard FTSE All-World (76.9%, Other)
- TTWO — Take-Two Interactive Software (23.1%, Other)