US Growth
High-conviction tech and growth names
Total Value
$91,922
Total P&L
$46,512
+102.43%
Today
$254
+0.28%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
CRM
+8.47%
MSFT
+5.45%
GOOGL
-2.51%
NVDA
-1.45%
TSLA
-1.43%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| AMD | 35 | $516 | $18,064 | +369.18% | -0.38% | 19.7% | |
| AAPL | 50 | $312 | $15,603 | +89.13% | -0.14% | 17.0% | |
| MSFT | 30 | $450 | $13,507 | +45.24% | +5.45% | 14.7% | |
| META | 15 | $633 | $9,488 | +125.90% | -0.44% | 10.3% | |
| TSLA | 20 | $436 | $8,716 | +98.09% | -1.43% | 9.5% | |
| NVDA | 40 | $211 | $8,446 | +369.20% | -1.45% | 9.2% | |
| GOOGL | 20 | $380 | $7,607 | +222.32% | -2.51% | 8.3% | |
| AMZN | 25 | $271 | $6,766 | +105.03% | -1.23% | 7.4% | |
| CRM | 15 | $191 | $2,867 | -9.00% | +8.47% | 3.1% | |
| NFLX | 10 | $86 | $860 | -82.08% | -0.39% | 0.9% |
Sector breakdown
Country exposure
AI Morning Briefing
Sample — Finovi generates this daily for your real portfolio
Tech rally lifts the portfolio 1.18% (+$1,420) on AI tailwinds, beating the S&P 500's 0.62% as NVDA and AMD carry 60% of the gain.
The portfolio is up 1.18% (+$1,420) today, edging the S&P 500's 0.62% on the back of semiconductor strength. NVDA (+2.8%, +$520) leads on continued data-center capex commentary from a top-3 hyperscaler, with AMD (+2.4%, +$340) following on positive AI-chip volume reads. META (+1.6%, +$140) adds to the gain after a constructive note on ad-revenue trends. AAPL (-0.4%, -$48) is the lightest drag, drifting on no specific catalyst ahead of its earnings call. Tech, at 71% of the portfolio, is carrying the day while consumer cyclical (TSLA, AMZN) lags slightly.
AAPL earnings on April 30
AAPL reports earnings April 30 at 9.7% of the portfolio. A 5% post-earnings move would shift portfolio value by +/- $590. Watch services revenue and gross margin commentary — they drove the last two beat-and-raise quarters.
Tech concentration is 71%
AAPL + MSFT + NVDA + GOOGL + META + AMD = 71% of portfolio. If big tech sells off 5%, that's a $4,300 hit. Worth keeping a non-tech anchor on the radar — utilities, healthcare, or consumer defensive names.
★ NVDA crossed 14% weight
NVDA is now your largest position at 14.6% — up from ~11% three months ago thanks to price appreciation, not new buys. If NVDA drops 10% from here, that's $1,780 off the portfolio. Worth a glance to confirm the concentration is intentional.
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