Tech Innovation
Summary
Portfolio Information
This portfolio is entirely invested in U.S. technology and technology-related stocks, with a very high concentration in Information Technology (86.6%).
Applovin Corp is the largest holding, representing over 41% of the portfolio's total value, indicating a significant single-stock risk.
The portfolio has demonstrated strong performance, with a 1-year return of approximately 76% and a year-to-date return of nearly 50%.
Performance
Tech Innovation
Asset Allocation
How your 451 604,15 kr is distributed
Diversification Score
How well diversified your portfolio is
Tech Innovation
Performance Contribution
Performance breakdown by sector
Performance Summary
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Neutralizing portfolio momentum
Past winners
The portfolio has a moderate tilt towards high momentum stocks.
The past winners insight for your portfolio suggests a moderate tilt towards high momentum stocks. This means your portfolio is invested in companies that have performed well in the recent past.
Large stock
concentration
Instruments above 5% make up a total of 90.62% of the portfolio.
This means a very large portion of your portfolio's value is concentrated in a few large stock positions, which leads to high idiosyncratic risk. This can lead to a higher probability of losing large amounts of capital due to singular company events.
Sector Distribution
Sector allocation of your 234,568 kr portfolio
Past winners
The portfolio has a moderate tilt towards high momentum stocks.
The past winners insight for your portfolio suggests a moderate tilt towards high momentum stocks. This means your portfolio is invested in companies that have performed well in the recent past.
Large stock
concentration
Instruments above 5% make up a total of 90.62% of the portfolio.
This means a very large portion of your portfolio's value is concentrated in a few large stock positions, which leads to high idiosyncratic risk. This can lead to a higher probability of losing large amounts of capital due to singular company events.
Sector Distribution
Sector allocation of your 234,568 kr portfolio
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