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Analysis Charts

Portfolio Allocation
Total$5.1M
NVDA 23%
MSFT 21%
AAPL 20%
GOOG 20%
Unrealized Gains/Losses
-$0.1M
NVDA
$0.0M
AAPL
-$0.2M
MSFT
$0.4M
GOOG
Valuation (P/E Ratio)
Avg(25)
25NVDA
28AAPL
23MSFT
138TSLA
Risk (Beta)
Mkt(1.0)
2.31NVDA
1.09AAPL
1.07MSFT
1.83TSLA
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Portfolio Holdings & Key Metrics

Last Update: Jan 30, 2026
Company Position Val/Wgt Gain/Loss Fundamentals Risk Profile Analyst Rec
NVIDIA
NVDA
6,000
@ $208.08
$1.15M
22.6%
-$93,420 (-7.5%) ▼
Rev:+62% Mgn:53% P/E:25.1x
Beta:2.31 Stop:$163.63
Strong Buy
Tgt: $253 (+31%)
Apple
AAPL
4,000
@ $253.38
$1.03M
20.2%
+$19,600 (+1.9%) ▲
Rev:+8% Mgn:27% P/E:28.1x
Beta:1.09 Stop:$219.54
Buy
Tgt: $287 (+11%)
Microsoft
MSFT
2,500
@ $500.76
$1.08M
21.2%
-$168,150 (-13.4%) ▼
Rev:+17% Mgn:39% P/E:22.9x
Beta:1.07 Stop:$368.47
Strong Buy
Tgt: $608 (+40%)
Google
GOOGL
3,000
@ $209.23
$1.01M
19.8%
+$387,060 (+61.7%) ▲
Rev:+16% Mgn:32% P/E:30.0x
Beta:1.09 Stop:N/A
Hold
Tgt: $344 (+2%)
Tesla
TSLA
2,000
@ $385.80
$0.83M
16.3%
+$61,520 (+8.0%) ▲
Rev:-3.1% Mgn:4.0% P/E:137x
Beta:1.83 Stop:$354.08
Hold
Tgt: $413 (-1%)
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Scheduled Reminders

Feb 2 - Feb 6, 2026
MonTueWedThuFri
AM
Market Open9:25 AM
Market Open9:25 AM
Market Open9:25 AM
Market Open9:25 AM
Market Open9:25 AM
PM
Market Close3:55 PM
Market Close3:55 PM
Market Close3:55 PM
Market Close3:55 PM
Market Close3:55 PM