Portfolio Library
Portfolio Example Library
Real portfolio structures with risk analysis, Sharpe improvement examples, and optimization pathways.
60/40 Portfolio Analysis
A classic balanced portfolio split between equities and bonds, evaluated for modern volatility regimes and optimization opportunities.
SPY • VTI • AGG • BND
Tech-Heavy Portfolio Analysis
A growth-led portfolio concentrated in mega-cap technology names, with emphasis on concentration risk and regime sensitivity.
AAPL • MSFT • NVDA • GOOGL • ...
Dividend Income Portfolio Analysis
An income-oriented portfolio focused on dividend-paying equities, analyzed for yield quality and concentration tradeoffs.
JNJ • PG • KO • XOM • ...
ETF Growth Portfolio Analysis
A growth-tilted ETF portfolio designed for scalable diversification, reviewed for overlap and factor concentration.
QQQ • VUG • SCHG • IWM • ...
AI Stock Portfolio Analysis
A thematic AI-focused equity portfolio evaluated for concentration, narrative risk, and optimization pathways.
NVDA • MSFT • GOOGL • AMD • ...