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Swintenel
Portfolio checkup

Your book

What you own

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Second thread: hyperscaler capex (~15%). Next dated print on file: COST around Sep 24 (~5% of the book). AMZN: Price assumes ~4.5× recent revenue growth.

Largest positions

Top holdingAAPL8%

Includes 11 other holdings · 64% combined

See all 16 holdings

AAPL · 8% of the book

Sector mix

Top sectorTechnology29%

Includes 3 other sectors · 17% combined

Technology · 29% of the book

Speculation

39%

$24,037

Fundamentals

28%

$17,362

Growth

33%

$20,601

As of Sep 19, 2026 · 16 holdings

This book

Checking this book…

Next dated print on file: COST around Sep 24 (~5% of the book). AMZN: Price assumes ~4.5× recent revenue growth.

This week on your book

  • Thu, Sep 24COST5%

Risk shape

What you're actually betting on

You're a balanced book — mostly large tech, some consumer, one energy name (XOM) — and one shared thread touches more than a third of your money — enough to feel, not enough to be the whole book.

  • Grouped by sector

    AAPL, NVDA, MSFT, TSM, DIS…

    89%~$55k

A price-correlation tool may call some names diversifiers. Correlation measures how stocks move; your risk lives in why they would fall. The largest named driver (29%, not most of the book) is "Technology".

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https://swintenel.com/report/kitchen-sink

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Portfolio analyst

mixed earnings/growth · tech+comms+consumer · no shared thesis driver · 39% speculation

From your scan

  • 5% of your book reports in 14 days (1 names). COST historically +0.9% post-earnings.
  • Your book moves 0.5× 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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