Small Caps
Smaller, younger companies with more volatile prices
Total Value
$31,386
Total P&L
$19,061
+154.65%
Today
-$107
-0.34%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
IONQ
+9.33%
MNDY
+7.81%
RKLB
-6.64%
SOFI
+6.12%
GLBE
+4.85%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| PLTR | 80 | $201 | $16,040 | +1236.67% | -0.23% | 51.1% | |
| RKLB | 100 | $55 | $5,525 | +750.00% | -6.64% | 17.6% | |
| CAMT | 20 | $131 | $2,628 | +82.47% | -3.20% | 8.4% | |
| SOFI | 150 | $15 | $2,264 | +101.20% | +6.12% | 7.2% | |
| IONQ | 50 | $34 | $1,718 | +186.25% | +9.33% | 5.5% | |
| GLBE | 30 | $40 | $1,207 | +14.94% | +4.85% | 3.8% | |
| MNDY | 10 | $94 | $943 | -47.61% | +7.81% | 3.0% | |
| RDCM | 80 | $10 | $819 | -6.91% | +1.99% | 2.6% | |
| ARBE | 500 | $0 | $243 | -84.79% | -2.66% | 0.8% | |
| 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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