S&P 5005841.32+0.42%NASDAQ18,592.10+0.71%DOW42,810.95-0.18%FTSE 1008,374.12+0.33%DAX19,427.55-0.21%NIKKEI38,920.45+1.12%HANG SENG20,184.30-0.84%NIFTY 5024,387.65+0.28%BRENT$78.42+1.34%WTI$74.18+1.21%GOLD$2,712.40+0.18%SILVER$32.18-0.42%BTC$94,210+2.41%ETH$3,284+3.18%EUR/USD1.0492-0.11%GBP/USD1.2638+0.07%USD/JPY154.62+0.24%US10Y4.42%+0.03%DXY106.18+0.14%VIX14.82-2.14%S&P 5005841.32+0.42%NASDAQ18,592.10+0.71%DOW42,810.95-0.18%FTSE 1008,374.12+0.33%DAX19,427.55-0.21%NIKKEI38,920.45+1.12%HANG SENG20,184.30-0.84%NIFTY 5024,387.65+0.28%BRENT$78.42+1.34%WTI$74.18+1.21%GOLD$2,712.40+0.18%SILVER$32.18-0.42%BTC$94,210+2.41%ETH$3,284+3.18%EUR/USD1.0492-0.11%GBP/USD1.2638+0.07%USD/JPY154.62+0.24%US10Y4.42%+0.03%DXY106.18+0.14%VIX14.82-2.14%
SmartBrief·AI
Portfolio value
$100,947
+47.20%· +$32,370 total return
Today's P&L
+$1,387
+1.37%· unrealised · 1D
Invested
$68,577
· 7 positions
Best holding
NVDA
+111.90%· +111.9% total return
Portfolio Performance
Portfolio (+32.8%)S&P 500 (+16.2%)+16.6% alpha
Allocation by Sector
TOTAL5 sctrs
Technology51.3%
Commodities18.7%
Financials14.2%
Energy10.8%
Cons. Disc.5.0%
Holdings
SymbolNameSharesAvg costCurrentTrendValue (USD)DayTotal P&LWeight
🇺🇸 NVDANVIDIA Corp42$412.60$874.30$36,721+3.17%+$19,391 (+111.9%)36.4%
🇺🇸 AAPLApple Inc115$142.80$189.40$21,781+0.63%+$5,359 (+32.6%)21.6%
🇺🇸 GLDSPDR Gold Shares55$183.40$248.20$13,651+0.18%+$3,564 (+35.3%)13.5%
🇺🇸 MSFTMicrosoft Corp28$287.50$421.17$11,793+1.12%+$3,743 (+46.5%)11.7%
🇮🇳 RELIANCEReliance Industries1802,318.002,847.60$6,141+0.83%+$1,142 (+22.8%)6.1%
🇺🇸 TSLATesla Inc30$248.70$193.57$5,807-1.73%$1,654 (-22.2%)5.8%
🇮🇳 HDFCBANKHDFC Bank2501,412.001,687.35$5,054-0.42%+$825 (+19.5%)5.0%
AI INSIGHTPortfolio analysis · updated now+16.6% vs S&P 500 (1M)
Your portfolio is heavily concentrated in Technology (51%). NVDA alone accounts for ~24% of total value, creating single-stock risk. Consider trimming NVDA gains (+112%) to rebalance. TSLA is your only loss-maker (−22.1%) — review thesis. Gold (GLD) acts as a natural hedge. Alpha vs S&P 500 is +16.6% over the selected period.
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