A second opinion on strategy, timing, diversification, or that impulse buy you’re eyeing — grounded in what you actually hold, and answered in plain English.
Sees your 6 positions
Hi Avery — I can see your portfolio in real time. Ask me about strategy, whether a buy makes sense, how to diversify, or how the news might hit your positions. Where do you want to start?
How diversified am I right now?
Your single biggest bucket is Technology at 48% of the portfolio. A common rule of thumb is keeping any one sector under ~30%. You’re above that, so a wobble in Tech would hit you harder than it should. The simplest fix isn’t selling winners — it’s directing new contributions toward areas you’re light in.
A few good places to start.
How diversified am I right now?
Is now a good time to buy more NVDA?
What should I do about Tesla?
How might rate cuts affect me?
Give me a quick health check
Heads up: this analyst is here to inform, not to make decisions for you. It isn’t a licensed financial advisor.