Good afternoon, Michael
22 April 2026 · last update 14 min ago
$8.4M
Current balance
=
$6.0M
Initial
+
$3.1M
Net profit
−
$0.7M
Fees
Pending your approval
Trim NVDA 30%, rotate to international equities and short-duration credit
Your tech sector exposure has grown to 38% of portfolio after NVDA's recent rally — above your mandate's 30% limit. We propose trimming NVDA by 30% and reallocating into IEFA (+2% international developed) and short-duration IG credit (+1.5%) to reduce concentration while keeping your equity exposure intact.
Performance
1M3M6M1Y3YAll
1.14
Sharpe ratio
18.6%
Annualized return
2.1%
Avg monthly return
7.2%
Max drawdown
Current positions 17
View all
NVDA
Semiconductors
1,800 sh
$2.10M
▲ 9.1%
AAPL
Tech
4,200 sh
$740K
▲ 1.1%
AVGO
Semiconductors
520 sh
$680K
▲ 3.4%
MSFT
Tech
800 sh
$360K
▲ 0.8%
BTC
Bitcoin
8.0 BTC
$540K
▲ 4.7%
TLT
20+ Year Treasuries
7,800 sh
$560K
▼ 4.2%
Monthly reports 9
March 2026
▲ 4.77%
February 2026
▲ 1.09%
January 2026
▼ 2.14%
December 2025
▲ 3.45%
November 2025
▲ 2.86%