X-Ray Narrative
Your portfolio is highly concentrated. AAPL represents 56.3% of portfolio value, and the top two holdings represent 100.0%. Strong performance can continue, but a decline in one dominant holding could have an outsized impact.
Diversification Gauge
Higher scores indicate a more balanced portfolio based on current holding count and concentration.
Concentration Snapshot
Sector Exposure
Shows estimated portfolio exposure by sector using MarketLens classifications.
Technology
100.0% of portfolio value
Your portfolio is heavily concentrated in the Technology sector at 100.0% of portfolio value. This may increase exposure to sector-specific risks.
Style Exposure
Shows estimated exposure by investment style using MarketLens classifications.
Large Growth
56.3% of portfolio value
Large Growth is the dominant investment style at 56.3% of portfolio value. This style should be monitored as the portfolio grows.
Concentration Analysis
Shows how much each holding contributes to portfolio concentration risk.
| Ticker | Allocation | Market Value | Concentration Risk |
|---|---|---|---|
| AAPL | 56.3% | $3,110.00 | High |
| AMD | 43.7% | $2,410.25 | Moderate |
How to Read This X-Ray
Broadly diversified based on current rules.
Moderate diversification with some concentration to monitor.
Concentrated portfolio. Position size matters significantly.
Highly concentrated. One or two holdings may dominate portfolio results.
Market data is for personal tracking and educational use only. This dashboard does not provide financial advice.