Small Cap Picks
Higher risk, higher potential — emerging companies
Total Value
$40,139
Total P&L
$27,814
+225.67%
Today
$852
+2.17%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
PLTR
+9.21%
ARBE
-9.09%
MNDY
+7.91%
SOFI
+7.37%
RKLB
-3.07%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| RKLB | 100 | $143 | $14,348 | +2107.38% | -3.07% | 35.7% | |
| PLTR | 80 | $157 | $12,523 | +943.60% | +9.21% | 31.2% | |
| IONQ | 50 | $72 | $3,603 | +500.58% | +2.75% | 9.0% | |
| CAMT | 20 | $172 | $3,433 | +138.42% | -1.79% | 8.6% | |
| SOFI | 150 | $18 | $2,733 | +142.93% | +7.37% | 6.8% | |
| RDCM | 80 | $15 | $1,193 | +35.55% | +0.54% | 3.0% | |
| GLBE | 30 | $31 | $919 | -12.46% | +1.83% | 2.3% | |
| MNDY | 10 | $84 | $836 | -53.54% | +7.91% | 2.1% | |
| ARBE | 500 | $1 | $550 | -65.63% | -9.09% | 1.4% | |
| CYBR | 12 | — | — | — | — | 0.0% |
Sector breakdown
Country exposure
AI Morning Briefing
Sample — Finovi generates this daily for your real portfolio
Small-cap portfolio swings -1.42% (-$370) on profit-taking after last week's run; PLTR and IONQ lead the drawdown.
The portfolio is down 1.42% (-$370) today, lagging the Russell 2000's -0.61% on profit-taking. PLTR (-3.1%, -$120) leads the drawdown after a 22% run over the past month, with IONQ (-2.8%, -$28) following on quantum-sector consolidation. RKLB (-1.6%, -$22) and SOFI (-1.2%, -$13) round out the laggards. CYBR (+0.8%, +$16) is the lone bright spot on a ransomware-spike news cycle. With small-caps, days like this are normal — the portfolio's 30-day volatility is roughly 3× the S&P 500's.
Volatility is the cost of admission
This portfolio's 30-day volatility is ~42% annualized vs ~18% for the S&P 500. A -3% day is well within the normal distribution. Compare your sleep-test threshold to the actual swings before reacting.
Israeli small-caps are 50% of the portfolio
ARBE, MNDY, GLBE, CYBR, CAMT, RDCM = 50% by weight. They tend to move together on US-listed Israeli sentiment, and on regional headlines. Worth seeing if you want geographic concentration this high.
★ No defensive ballast in the portfolio
Every name in this portfolio is small-cap growth. Days like today happen 4-6 times a quarter at this volatility. If you want to dampen the swings without leaving the high-growth thesis, a 10-20% allocation to a broad small-cap ETF (IWM) or even cash would meaningfully change the experience.
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