AAPL319.97-8.33|
TSLA354.08-7.99|
NVDA230.36-0.73|
MSFT499.70-10.30|
AMZN258.51-0.56|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
AAPL319.97-8.33|
TSLA354.08-7.99|
NVDA230.36-0.73|
MSFT499.70-10.30|
AMZN258.51-0.56|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
Risk Analysis
Correlation Matrix
Visualize historical price relationships between holdings. Identify concentration risks and diversification opportunities.
Diversification Score
41/100
⚠ Concentrated
Concentration Risk (HHI)
1250
Low concentration
Holdings
8
✓ Good number
Correlation Matrix Heatmap
AAPL | NVDA | MSFT | TSLA | JPM | V | GOOGL | META | |
|---|---|---|---|---|---|---|---|---|
| AAPL | 1.00 | 0.72 | 0.68 | 0.61 | 0.45 | 0.52 | 0.65 | 0.69 |
| NVDA | 0.72 | 1.00 | 0.75 | 0.68 | 0.38 | 0.48 | 0.71 | 0.74 |
| MSFT | 0.68 | 0.75 | 1.00 | 0.64 | 0.42 | 0.50 | 0.69 | 0.70 |
| TSLA | 0.61 | 0.68 | 0.64 | 1.00 | 0.35 | 0.44 | 0.63 | 0.66 |
| JPM | 0.45 | 0.38 | 0.42 | 0.35 | 1.00 | 0.78 | 0.48 | 0.43 |
| V | 0.52 | 0.48 | 0.50 | 0.44 | 0.78 | 1.00 | 0.56 | 0.51 |
| GOOGL | 0.65 | 0.71 | 0.69 | 0.63 | 0.48 | 0.56 | 1.00 | 0.72 |
| META | 0.69 | 0.74 | 0.70 | 0.66 | 0.43 | 0.51 | 0.72 | 1.00 |
Very High (>0.8)
High (0.6-0.8)
Moderate (0.4-0.6)
Low (0.2-0.4)
Very Low (<0.2)
High Correlation Risks (≥0.7)
JPM ↔ V
0.78
High
NVDA ↔ MSFT
0.75
High
NVDA ↔ META
0.74
High
AAPL ↔ NVDA
0.72
High
GOOGL ↔ META
0.72
High
Diversification Insights
- ⚠ Consider adding uncorrelated or negatively correlated assets to reduce concentration risk.
- ⚠ Your holdings show high correlation patterns that increase portfolio volatility.
- ⚠ Multiple holdings are highly correlated (≥0.7). This reduces the benefit of diversification.
- • Aim for average pairwise correlation below 0.4 for meaningful diversification benefits.
