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Hidden concentration, beta vs SPY, and the futures contracts to hedge it — no brokerage password.

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Summary

Parser: generic · 12 positions · ≈$187,420 gross

Technology represents ~61% of equity value — single-sector tilts often dominate drawdowns when the group mean-reverts. NVDA is ~25% of the book: size consciously.

  • NVDA 25.4%
  • AAPL 16.1%
  • MSFT 9.3%
  • GOOGL 8.1%
  • META 6.6%
Risk

First-order β vs SPY ≈ 1.42 — the book moves faster than the S&P 500 on broad risk-on/off days.

Estimated portfolio β: 1.42 vs SPY (first-order).

HHI: 1420 (elevated) · top name 25.4%

Top sector: Technology ~61.0%

Technology61.0%
Consumer Discretionary14.0%
Financials10.0%
Communication Services8.0%
Consumer Staples4.0%
Health Care3.0%
Hedge (first-order vs SPY)

SPY. Micro E-mini (MES) aligns hedge size without oversized ES lots; options add defined risk with gamma drift.

ES ~0.100 contracts (fractional — round per venue)

MES ~1.000 contracts

SPY ATM puts ~2.10 contracts (very rough)

Margin / capital (rough): ~$2,000 retailer initial margin band for MES (×1 ct, very rough)

Sell ~1.0 MES contracts (recommended lot vs lumpy ES)

Sell ~0.10 ES contracts (fractional — round per venue)

SPY ATM puts ≈2.1 contracts (delta approximation; verify strikes & premiums live).

Analog-style signals (largest lines)

Bullish-leaning

  • AAPL · score 68 · Consolidation / constructive 5d structure
  • COST · score 71 · Breakout above 6mo range

Bearish-leaning

  • NVDA · score 58 · Overextended vs 200MA regime
  • TSLA · score 52 · Distribution-style chop
Top scored (detail)
NVDA
bear · score 58 · analog fwd -0.040
COST
bull · score 71 · analog fwd 0.050
Observations
  • Tech-heavy book benefits from AI tailwind but is exposed to factor rotation.
  • Adding 5–10% in IEF or TLT would soften drawdown profile vs an all-equity sleeve.
  • One MES contract is a capital-efficient first-order hedge vs ~$79K SPY-equivalent — verify margin at your FCM.
Inside RiskWhale
  • Daily alerts — locked on this public page
  • Ongoing monitoring — account feature
  • Full analog pages — account feature
  • Hedge workflow — educational; verify with your broker
Holdings table
Sym%Note
NVDA25.4—
AAPL16.1—
MSFT9.3—
GOOGL8.1—
AMZN6.2—
TSLA5.3—
META6.6—
JPM5.7—
V4.7—
HD2.8—
COST5.0—
JNJ4.1—

Find your real exposure

Sector concentration, single-name risk, and β vs SPY — not just a holdings list.

e.g. NVDA 25%, Tech ~62%, β 1.42

Right-size your hedge

Micro futures lotting vs lumpy ES, SPY puts (delta approximation), and rough margin — side by side.

e.g. Sell 1 MES (~$2K margin) vs short SPY (~$79K notional)

Stress-test largest lines

Analog-style scores on your biggest positions — historical setup context, not a price target.

e.g. NVDA: bearish tilt, score 58 — overextended regime

How to export your holdings

Step-by-step by broker. Screenshots can be added later — text-only for now.

  1. Log in → Accounts → Positions.
  2. Open the holdings / positions screen and use Export or Download as CSV (positions with symbol, quantity, cost basis).
  3. Upload the CSV here — or paste the file contents into the text area.

What you'll see

Concentration
~61%

Illustrative sector weight ring

Hedge output

Sell ~1 MES · ~$2K margin (rough)

SPY puts ~2 · premium (defined loss)

vs short SPY ~$79K notional

Analog signal

NVDA

Bearish-leaning · score 58

Historical analog context, not a forecast.