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THESIUM DESKPERSONAL PORTFOLIO
Portfolio Value
$157,420.00
$157.00 today
Change
-0.1%
Total Return
+21.2%
+$57,420
Sentiment
UNCERTAIN
LIVE
5:33:50 PMMARKET: CLOSED
MARKETS
BRK-B494.14-0.62%MA514.72-0.58%WHT125.12++0.63%HD357.15++1.02%JNJ243.71++0.46%COST997.36-0.79%NVDA892.34-0.69%MSFT425.80++0.63%VIX14.20-3.1%SPY523.45++0.82%QQQ445.12++1.04%GLD198.70++0.31%BRK-B494.14-0.62%MA514.72-0.58%WHT125.12++0.63%HD357.15++1.02%JNJ243.71++0.46%COST997.36-0.79%NVDA892.34-0.69%MSFT425.80++0.63%VIX14.20-3.1%SPY523.45++0.82%QQQ445.12++1.04%GLD198.70++0.31%BRK-B494.14-0.62%MA514.72-0.58%WHT125.12++0.63%HD357.15++1.02%JNJ243.71++0.46%COST997.36-0.79%NVDA892.34-0.69%MSFT425.80++0.63%VIX14.20-3.1%SPY523.45++0.82%QQQ445.12++1.04%GLD198.70++0.31%
Holdings10 POSITIONS
TICKERPRICECHGCHG%ALLOC%
SCHB26.09-0.06-0.21%43.0%
SCHF25.40+0.03+0.12%19.5%
VWO55.51+0.38+0.69%9.4%
IEMG72.11+0.28+0.39%8.4%
DGRO71.50-0.55-0.49%7.0%
VCIT83.60-0.34-0.41%5.5%
SCHP26.82-0.08-0.30%3.1%
VTI333.51-0.77-0.23%2.2%
LQD110.06-0.76-0.69%1.6%
VEA65.97+0.06+0.09%0.2%
Earnings CalendarUPCOMING
TICKERCOMPANYWT%LAST EPSNEXT DATEEST. EPS
JPMJPMorgan4.34%4.33 vs 4.33Apr 144.68
NFLXNetflix0.81%4.27 vs 4.27Apr 175.68
TSLATesla1.63%0.73 vs 0.73Apr 210.42
GOOGLAlphabet3.98%2.12 vs 2.12Apr 232.08
VVisa0.92%2.75 vs 2.75Apr 282.82
MSFTMicrosoft5.86%3.23 vs 3.23Apr 293.22
METAMeta2.57%6.03 vs 6.03Apr 295.28
AAPLApple5.40%1.64 vs 1.64Apr 301.62
AMZNAmazon3.42%1.86 vs 1.86Apr 301.38
LLYEli Lilly0.94%5.32 vs 5.32Apr 303.45
NVDANVIDIA6.80%0.89 vs 0.89May 207.95
Portfolio vs S&P 5001Y PERFORMANCE
Portfolio S&P 500
Asset AllocationBREAKDOWN
US Equity52.2%
Intl Developed19.7%
Emerging Markets17.8%
Fixed Income10.2%
Individual Stocks0.1%
Correlation MatrixHEAT MAP
SCHBSCHFVWOIEMGDGROVCITSCHP
SCHB1.000.300.310.780.540.750.71
SCHF0.691.000.420.450.620.880.55
VWO0.460.551.000.480.560.570.76
IEMG0.870.670.501.000.890.490.37
DGRO0.760.400.360.741.000.410.55
VCIT0.370.570.890.720.821.000.60
SCHP0.680.830.370.400.570.461.00
Risk AnalysisMETRICS
WEIGHTED VOLATILITY
8.8%
Annualized
MAX DRAWDOWN (1Y)
3.1%
Peak to trough
TOP CONCENTRATION
52%
US Equities
PORTFOLIO BETA
0.78
vs S&P 500
SHARPE RATIO
1.42
Risk-adj. return
SORTINO RATIO
1.68
Downside risk-adj.
VolatilityANNUALIZED
TSLA
48.6%
NVDA
35.2%
META
28.4%
GOOGL
25.1%
AAPL
22.3%
AMZN
19.7%
LLY
16.9%
V
16.8%
MSFT
16.2%
JPM
15.8%
XOM
15.5%
AVGO
14.3%
UNH
9.8%
SCHP
4.2%
Risk SuggestionsINTEL
RISK
High U.S. Equity Concentration
SCHB (43%) exposes nearly half the portfolio to U.S. market downturns.
→ Rebalance 5–10% into SCHF or VWO to reduce single-market dependency.
RISK
Emerging Market Overlap
VWO + IEMG hold nearly identical EM positions (17.8% combined).
→ Consolidate into one EM fund and redirect freed capital.
RISK
Limited Fixed Income Buffer
Bonds (VCIT, SCHP, LQD) total only 10.2% — thin cushion during risk-off events.
→ Add 5–10% in short-duration bonds or T-bills for portfolio ballast.
Top Movers TodayDAILY
▲ 7 up▼ 6 down
▲ GAINER
NVDA
+1.16%
52W RANGE
87212
▲ GAINER
META
+1.03%
52W RANGE
280542
▼ LOSER
LQD
-0.69%
52W RANGE
102118
▼ LOSER
DGRO
-0.49%
52W RANGE
5276
NEWS
NVDAJensen Huang GTC keynote — Blackwell Ultra for H2’25 inference push· 12m agoAAPLApple reportedly in talks with Anthropic for on-device AI partnership· 28m agoLLYZepbound supply now meeting demand across all U.S. markets — Barclays upgrades· 45m agoSPYFOMC minutes show consensus building toward June cut if inflation easing· 1h agoMETAMeta AI assistant reaches 400M monthly actives — fastest adoption ever· 2h agoXOMOil prices rise on Middle East supply concerns — Brent approaches $85· 3h agoNVDAJensen Huang GTC keynote — Blackwell Ultra for H2’25 inference push· 12m agoAAPLApple reportedly in talks with Anthropic for on-device AI partnership· 28m agoLLYZepbound supply now meeting demand across all U.S. markets — Barclays upgrades· 45m agoSPYFOMC minutes show consensus building toward June cut if inflation easing· 1h agoMETAMeta AI assistant reaches 400M monthly actives — fastest adoption ever· 2h agoXOMOil prices rise on Middle East supply concerns — Brent approaches $85· 3h agoNVDAJensen Huang GTC keynote — Blackwell Ultra for H2’25 inference push· 12m agoAAPLApple reportedly in talks with Anthropic for on-device AI partnership· 28m agoLLYZepbound supply now meeting demand across all U.S. markets — Barclays upgrades· 45m agoSPYFOMC minutes show consensus building toward June cut if inflation easing· 1h agoMETAMeta AI assistant reaches 400M monthly actives — fastest adoption ever· 2h agoXOMOil prices rise on Middle East supply concerns — Brent approaches $85· 3h ago
Thesium.finance · Paper mode · Not investment advice