1. What you own
$118,500.00
Cash buffer 42.2% and stock exposure 57.8%.
Free diagnosis
Understand current reality first
The dashboard is ordered to show what the user owns, whether they truly earned money, where risk concentrates, what is structurally weak, and only then what premium would do next.
Headline summary
Book profit is positive, but risk and concentration still deserve attention.
Input + quotes
2. Did you really make money?
$70,681.48
This view reframes raw mark-to-market PnL with downside-aware expected value.
3. Where risk concentrates
$8,586.97
NVDA is the largest downside driver in the current book.
4. Structural weakness
NVDA
NVDA drives the largest downside and already exceeds a comfort threshold for single-position concentration.
5. Cycle context
Environment explains why the same position can feel safer or more fragile.
Cycle 1
Quality compounding
Large-cap US quality franchises remain resilient, though upside now relies more on execution than rerating.
Cycle 2
Late-cycle leadership
High-beta US names are still benefiting from AI leadership, but expectations are already elevated.
Positions
Inspect each holding before any adjustment prompt.
| Symbol | Market value | Risk-adjusted value | Expected value | Kelly status | |
|---|---|---|---|---|---|
| AAPL | $21,000.00 | $20,592.46 | $20,418.66 | NO_POSITIVE_KELLY_EDGE | Inspect basis |
| NVDA | $47,500.00 | $45,735.11 | $48,262.83 | HIGH_RISK_OVERWEIGHT | Inspect basis |
Premium appears after diagnosis
How should you adjust next?
You already know what you own, what you truly earned, and where risk concentrates. Premium is for deciding what deserves adjustment first.