Technology fund
Submitted by @GotThatCheddar · 8 holdings · Total value: $84.7k
Overall score: 73/100 · Grade: B
Score breakdown
- Strength: 70/100 — quality and fundamentals of holdings
- Diversity: 65/100 — spread across sectors and asset types
- Exposure: 85/100 — balance and risk management
Analysis
The portfolio contains a mix of well-established companies like Apple and Amazon which contribute to its overall strength, though some smaller allocations could be seen as lower quality.
The portfolio is relatively concentrated with only a few holdings, primarily in the U.S. market and a bias towards the finance sector, indicating limited sector diversification.
The risk exposure is balanced with a decent mix of growth-oriented stocks and stable defensive plays, resulting in a lower overall volatility profile.
Top holdings
- BAC — Bank of America Corporation (3.1%, Finance)
- AAPL — Apple Inc. (2.3%, Technology)
- AMZN — Amazon.com, Inc. (1.5%, Consumer)
- AXP — American Express Company (0.3%, Finance)
- ABBV — AbbVie Inc. (0.1%, Healthcare)