Portfolio calendar
Earnings this week
NNVDANVIDIAHigh impact
MMSFTMicrosoftHigh impact
Tuesday, July 28
Good evening, Prashant
Here’s what deserves your attention in your portfolio today.
Total portfolio value$2,486,320
+8.4% YTDAs of market close
Top priority
Review NVDA concentration
Current weight14.2%
Target max10%
Confidence91%
Tax-aware review
Tax opportunities
Estimated opportunity$18,400Across 3 taxable positions
$0$18.4K est.$30K+