| Ticker | Shares | Avg Cost | Live Price | Total Value | Alloc % | Unrealized Return |
|---|---|---|---|---|---|---|
| KLAR Klarna | 500.0 | $12.80 | $14.69 | $7,345.00 | 4.9% | ▲ +14.77% (+$945.00) |
| AAPL Apple | 150.0 | $240.00 | $316.85 | $47,527.50 | 32.0% | ▲ +32.02% (+$11,527.50) |
| NVDA NVIDIA | 120.0 | $165.00 | $220.78 | $26,493.60 | 17.8% | ▲ +33.81% (+$6,693.60) |
| VOO S&P 500 ETF | 40.0 | $580.00 | $704.89 | $28,195.60 | 19.0% | ▲ +21.53% (+$4,995.60) |
| JPM JPMorgan | 42.0 | $295.00 | $356.02 | $14,788.50 | 10.0% | ▲ +20.68% (+$2,562.84) |
"Your portfolio exhibits high quality with exceptional return on equity ($\text{ROE} > 22\%$) across your core holdings. Your 16.3% liquid cash reserve keeps you agile for market dips without excessive cash drag. Position concentration in Big Tech (AAPL + NVDA = 49.8%) is well-balanced by defensive index exposure (VOO) and strong dividend cash flow (JPM)."