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MY PORTFOLIO · Investing style

Core-Satellite (ETF core + growth satellites)

A balanced approach: index ETFs form the core while individual growth stocks chase extra return.

Total value

$22,087.60

Total P&L (unrealized)

+$5,959.65 (+36.95%)

Cost $16,127.95

ETF core weight

59%

Growth weight

21%

Largest single name

VOO 32%

# of holdings

Concentration (HHI)

Medium

Strengths (Pros)

Broad, low-cost market beta via S&P 500 / Dow ETFs.
Diversified exposure to the tech-growth theme through a Nasdaq-100 ETF.
Upside potential from high-growth names like AI and semiconductors.
A core-satellite structure balances stability and growth well.

Weaknesses (Cons)

Tilted toward tech/growth → high correlation means they can fall together on rate or sentiment shifts.
Almost no exposure to value, dividend, or defensive sectors (healthcare, staples, bonds).

Unrealized P&L vs average cost · ⚠ prices are previous close (EOD) from free data — not real-time intraday, so they can differ from your brokerage app · style analysis is general info based on your holdings, not advice