⚠ Not financial advice — personal tracking only ⚠
ISA Portfolio Dashboard
AP's Investments
5 Holdings · OCF
0.205%
·
US Tech Heavy
☀
Allocation
Holdings Breakdown
US EXPOSURE
~68%
TECH
~55%
Portfolio Health Score
Current vs Suggested Rebalance
⚠ Overlap Warning
Your biggest risk isn't market risk — it's redundancy. You're paying for diversification you don't have.
PAIR
OVERLAP
SEV.
EQGB + VUAG
~45%
High
VUAG + VWRP
~40%
High
EQGB + SEMI
~20%
Med
Top Stocks Across Multiple ETFs
Current Allocation
Suggested Allocation
Weight Changes
ETF
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TARGET
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