Tech-Heavy Growth

A portfolio heavily concentrated in technology stocks

Worst-Case Drawdown

-42.5%

vs your comfort: -20%

Volatility

28.4%

annualized

Sharpe Ratio

0.82

risk-adjusted return

Market Beta

1.35

market sensitivity

Holdings

Apple Inc.

AAPL · Technology

25%

Microsoft Corp.

MSFT · Technology

20%

NVIDIA Corp.

NVDA · Technology

18%

Amazon.com

AMZN · Consumer

15%

Alphabet Inc.

GOOGL · Technology

12%

Tesla Inc.

TSLA · Consumer

10%

Top Risks

Tech Sector Concentration

75% exposure to technology sector

Single Stock Risk

AAPL alone represents 25% of portfolio

Interest Rate Sensitivity

Growth stocks vulnerable to rate hikes

Stress Scenarios

2022 Tech Crash Replay

Moderate

-38.2%

Dot-Com Bubble 2.0

Low

-52.1%

Fed Rate Shock

High

-28.5%

This is a demo analysis. Want to analyze your own portfolio?

Analyze My Portfolio