Portfolio Value
$81,052
+$18,323 unrealised
Total Return
+29.2%
$62,729 invested
Day Change
+$723
+0.71% today
Health Score
72/100
Balanced · 6 dimensions
6-dimension AI analysis
Balanced
Solid fundamentals, elevated concentration in Technology sector warrants attention.
Moderate — 46% in single sector
Reasonable spread across 10 names
Elevated — NVDA at 34% weight
High tech-sector correlation
Strong fundamentals overall
Moderate tail risk exposure
Portfolio-specific diagnostics
Concentration alert
NVDA now represents 34% of portfolio weight. A 20% drawdown in this single position would reduce total portfolio value by ~6.8%.
Sector correlation risk
AAPL, MSFT, NVDA, and GOOGL are in the same narrative cluster. A tech sector rotation could trigger correlated drawdowns across 46% of the portfolio.
Hedge quality is strong
GLD and JNJ provide meaningful negative correlation during risk-off regimes. This reduces fragility by an estimated 8 points vs an all-equity portfolio.
Next action
Consider trimming NVDA below 25% and rotating proceeds into Healthcare or Industrials to reduce sector correlation without sacrificing expected return.
6-month portfolio value
Monthly return comparison
5,000 paths · 1-year horizon
Expected Return
+6.21%
VaR (95%)
-12.4%
CVaR (95%)
-18.7%
Sharpe Ratio
0.84
Scenario Outcomes
Bull Case (P90)
+28.4%
Base Case (P50)
+6.2%
Bear Case (P10)
-14.8%
Extreme (P2.5)
-31.2%
Regime Probability Forecast
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