Portfolio overview as of April 3, 2026
Your portfolio closed at $11,211,882 today, down $13,472 (-0.12%). TSLA dragged the portfolio with a -$33,485 (-5.4%) decline, offsetting broad gains across value and mid-cap holdings. Your bond sleeve provided a small cushion. The 6-month trend remains concerning at -$1,036,433 (-12.3%). Sentiment: CAUTIOUS.
Monitor TSLA after -5.4% drop — review thesis and embedded gain strategy
Evaluate MSFT earnings risk (reports Apr 22)
Harvest AGG (-$268) and VHT (-$89) losses, replace with SCHZ and VHT-equivalent
Cash position is critically low at 0.19% ($20.9K). Recommended minimum is 2% ($224K) for a portfolio this size.
IWF and QQQ have a correlation of 0.97 — effectively duplicate large-growth exposure. Consider consolidating.
IWD represents 17.6% of the portfolio — highest single-position weight. True MSFT exposure (direct + through ETFs) is estimated at 10-12%.
TSLA has an embedded gain of +$509K (+673%). Any sale triggers significant tax liability (~$188K federal at 37% bracket).
PortfolioLens is for informational purposes only. Not financial advice. Consult a licensed financial advisor before making investment decisions.