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Risk ProfileJD
Total Portfolio Value
$125,750.5
+$2,847.32 (2.31%)
AI Confidence
94%
Active Positions
8

Across 7 sectors

Risk Score
Medium

Balanced growth

Asset Allocation
Diversified across asset classes
Stocks
65%
$81,737.83
Bonds
25%
$31,437.63
Crypto
7%
$8,802.54
Cash
3%
$3,772.51
Geographic Allocation
Global market exposure
US Markets
55%
$69,162.78
Developed Markets
30%
$37,725.15
Emerging Markets
15%
$18,862.58
Detailed Holdings
Individual positions and AI reasoning
AAPL

Apple Inc.

Strong Q4 earnings beat expectations, iPhone 15 sales momentum

15%
$18,862.58
1.8%
MSFT

Microsoft Corp.

Azure growth acceleration, AI integration driving revenue

12%
$15,090.06
2.4%
GOOGL

Alphabet Inc.

Search dominance stable, cloud growth offsetting ad headwinds

8%
$10,060.04
0.8%
BTC

Bitcoin

Institutional adoption increasing, ETF inflows positive

5%
$6,287.53
12.1%
TLT

20+ Year Treasury Bond ETF

Duration hedge against rate cuts, yield curve positioning

15%
$18,862.58
0.3%
VEA

Developed Markets ETF

European recovery momentum, currency tailwinds

20%
$25,150.1
1.5%
VWO

Emerging Markets ETF

China reopening benefits, commodity exposure

15%
$18,862.58
4.2%

AI Portfolio Manager

Powered by Groq Llama 3.1

Hello! I'm your AI Portfolio Manager powered by Groq's Llama model. I've analyzed your current portfolio and market conditions. Your balanced allocation of 65% stocks, 25% bonds, and 7% crypto is well-positioned for the current market environment. How can I help optimize your investments today?