Portfolios already measured

Six finished analyses, on holdings you will recognise without explanation. Each was run by the engine that serves the app, and each prints what it does not say.

No account, no upload, and no portfolio of your own needed to read them.

Is a 60/40 portfolio actually diversified?2 holdings, and the risk occupies about 1.2 independent directions. VOO is 60% of the money and 96% of the risk.Do VOO and QQQ overlap?2 holdings, and the risk occupies about 1.0 independent directions. Measured the other way it reads 2.0, so read it as a range. Essentially all of it sits in a single shared direction.How much NVDA do I already own?3 holdings, and the risk occupies about 1.3 independent directions. Measured the other way it reads 3.0, so read it as a range. NVDA is 20% of the money and 36% of the risk.How much risk does 5% bitcoin add?3 holdings, and the risk occupies about 1.9 independent directions. BTC-USD is 5% of the money and 13% of the risk.Do I need an S&P 500 fund if I already hold VWCE?Adding the second fund takes NVDA from 4.48% of the portfolio to 5.40% — up. Every other name in it moves the same way.Is a dividend portfolio diversified?6 holdings, and the risk occupies about 1.0 independent directions. Measured the other way it reads 5.8, so read it as a range. Essentially all of it sits in a single shared direction.

Your own portfolio

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Descriptive: these pages report what the holdings have done and how their risk is built. They do not forecast returns or losses and they are not advice. This project has tested and abandoned 27 predictive hypotheses.