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Your book

What you own

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AAPL is 19% on the statement and about 21% once funds are unwrapped. TSLA: Price assumes ~3.3× recent revenue growth.

Largest positions

Top holdingAAPL19%

Includes 5 other holdings · 30% combined

* Includes extra weight from fund holdings

See all 10 holdings

AAPL · 19% of the book (+2% from funds)

Sector mix

Top sectorTechnology46%

* Includes extra weight from fund holdings

Technology · 46% of the book (+7% from funds)

Speculation

53%

$33,784

Fundamentals

18%

$11,664

Growth

29%

$18,896

As of Sep 19, 2026 · 10 holdings

This book

Checking this book…

Touched this book

  • AAPLJim Cramer Wants You To Look At The Bigger Picture For Apple Inc. (NASDAQ:AAPL)

This week on your book

Nothing dated this week on names over 5%.

Risk shape

What you're actually betting on

You're a growth-tilted book — mostly large tech, some consumer, one energy name (XOM) — 2 funds (QQQ, XLK) — and one shared thread touches about a quarter of your money — enough to feel, not enough to be the whole book.

  • Grouped by sector

    PLTR, AAPL, NVDA, MSFT, QQQ…

    100.1%~$84k

A price-correlation tool may call some names diversifiers. Correlation measures how stocks move; your risk lives in why they would fall. The largest shared bet (45.8%) is "Technology".

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Portfolio analyst

growth-tilted · tech+consumer+energy · no shared thesis driver · 53% speculation

From your scan

  • No names in this book report in the next 14 days (earnings calendar checked).
  • Your book moves 0.8× Nasdaq, short-USD.
  • In past nasdaq drawdown window episodes, books like yours fell ~10.1% over 3 months (base rate, not a forecast).
Descriptive context only — not investment advice. Swintenel never recommends trades.
Swintenel

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