TheFund
Submitted by @EstablishedStock · 4 holdings · Total value: $5818.4k
Overall score: 79/100 · Grade: B
Score breakdown
- Strength: 85/100 — quality and fundamentals of holdings
- Diversity: 65/100 — spread across sectors and asset types
- Exposure: 75/100 — balance and risk management
Analysis
The portfolio consists of high-quality, well-established tech companies with strong competitive advantages, reflecting solid historical performance.
The portfolio's diversity is limited, with a concentration in technology and consumer sectors, lacking exposure to other asset classes and industries.
The portfolio has a balanced risk exposure with minimal speculative investments, although a slight overweight in tech may increase volatility.
Top holdings
- NVDA — NVIDIA (13.3%, Technology)
- AMZN — Amazon (6.9%, Consumer)
- META — Meta Platforms (5.6%, Technology)
- MSFT — Microsoft (5.3%, Technology)