Portfolio overview as of April 2, 2026
Your portfolio closed at $11,255,064 today, up $107,854 (+0.97%). All equity positions gained on broad market strength, with TSLA leading at +2.8%. Your bond sleeve was essentially flat. Overall risk profile is unchanged — portfolio beta holds at 0.98 with no new concentration breaches. Sentiment: STABLE.
Harvest AGG loss (-$378), replace with SCHZ to maintain bond exposure
Monitor TSLA approaching 6% weight threshold
Evaluate MSFT earnings risk (reports Apr 22)
Cash position is critically low at 0.19% ($20.9K). Recommended minimum is 2% ($225K) for a portfolio this size.
IWF and QQQ have a correlation of 0.97 — effectively duplicate large-growth exposure. Consider consolidating.
TSLA represents 5.5% of the portfolio with a beta of 1.82. True MSFT exposure (direct + through ETFs) is estimated at 10-12%.
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