Key insights
- This is a portfolio allocation question from an individual investor. The portfolio is heavily concentrated in technology and speculative stocks, with a small allocation to defense. The presence of call options suggests a high-risk tolerance. A financial advisor would likely recommend diversification and a reduction in speculative holdings. The overall impact on the US market is slightly negative, as such concentrated portfolios are vulnerable to sector-specific downturns.
Here are my current holdings and average costs:
| Description | Percent Of Account | Average Cost Basis | |:---------------------------|---------------------:|---------------------:| | NVIDIA | 0.4283 | 14.6 | | SANDISK | 0.1664 | 709.45 | | MICRON TECHNOLOGY INC | 0.1448 | 300.82 | | ALPHA TAU MEDICAL | 0.113 | 7.41 | | MICROSOFT CORP | 0.107 | 316.8 | | AST SPACEMOBILE | 0.0927 | 84.16 | | TSMC | 0.0797 | 299.82 | | SELLAS LIFE SCIENCES | 0.0639 | 5.19 | | AMD | 0.0595 | 211.21 | | COINBASE | 0.0548 | 193.86 | | RTX CORPORATION | 0.053 | 179.26 | | ROBINHOOD | 0.0482 | 87.95 | | CIPHER DIGITAL INC | 0.0468 | 11.95 | | NVDA | 0.0451 | 15.86 | | TMC THE METALS | 0.0442 | 7.63 | | ONDAS INC | 0.0426 | 12.33 | | IREN LIMITED | 0.0418 | 44.02 | | ALPHABET INC | 0.0363 | 316.71 | | HYDROGRAPH CLEAN POWER | 0.0353 | 5.39 | | APPLIED DIGITAL CORP COM | 0.0337 | 21.49 | | LOCKHEED MARTIN | 0.0316 | 651.15 | | NVDA MAY 15 2026 $195 CALL | 0.0307 | 12.96 | | PLANET LABS | 0.0306 | 39.39 | | GILAT SATELLITE NETWORKS | 0.0305 | 14.65 | | CHECK-CAP LTD | 0.0304 | 1.83 | | IMMUNITYBIO INC COM | 0.0264 | 8 | | ASML HOLDING | 0.0236 | 1470.97 | | BROADCOM | 0.0217 | 346.04 | | NEW HORIZON AIRCRAFT LTD | 0.0194 | 2.3 | | ARISTA NETWORKS | 0.0179 | 153.81 | | DATAVAULT AI | 0.0158 | 0.77 | | CITROTECH INC. | 0.0143 | 8.81 | | IONQ INC COM | 0.0126 | 43.62 | | JOBY JAN 15 2027 $15 CALL | 0.0107 | 3.83 | | FEMASYS INC | 0.0089 | 0.56 | | JOBY JAN 15 2027 $20 CALL | -0.0065 | 2.61 |