Future Portfolio
Submitted by @ortizt09 · 11 holdings · Total value: $262.6k
Overall score: 78/100 · Grade: B
Score breakdown
- Strength: 76/100 — quality and fundamentals of holdings
- Diversity: 85/100 — spread across sectors and asset types
- Exposure: 75/100 — balance and risk management
Analysis
The portfolio includes a mix of well-established technology companies alongside some speculative stocks, indicating a decent quality of holdings but with some exposure to greater volatility.
The presence of multiple ETFs and a range of sectors, particularly a strong tilt towards technology, provides good diversification overall, helping mitigate concentration risk.
The portfolio has a balanced risk profile with a solid mix of growth and defensive elements, although the high allocation to the technology sector may introduce some volatility.
Top holdings
- MU — Micron Technology Inc Com (21.5%, Technology)
- NVDA — NVIDIA Corporation Com (13.9%, Technology)
- FSELX — Fidelity Select Semiconductor (13.7%, Technology)
- FSPTX — Fidelity Select Technology (11.3%, Technology)
- AMZN — Amazon.com Inc (10.6%, Consumer)