4 insights · Portfolio scan
Opportunityvia portfolio scan
Two holdings trade below their five-year valuation range
MSFT and 7203 screen below their own historical multiples while earnings revisions remain positive.
Riskvia portfolio scan
NVDA drives 31% of active portfolio risk
Semiconductor concentration has increased after the latest price move and now exceeds the selected risk budget.
Newsvia portfolio scan
Three portfolio companies report this week
AAPL, MSFT and 7203 have scheduled results. Options markets imply the largest move for AAPL.
Notevia portfolio scan
JPY exposure increased to 18%
The change is primarily attributable to 7203 and the latest USD/JPY move.
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