Caskey Engineering

Grade a Sample Portfolio

Below is the sample portfolio the committee will grade. Click to see the verdict and the one concentration question that drives it.

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Portfolio

$55,362 · 5 equities + cash

Cost basis
$45,950
Unrealized gain
$9,412 (20.5%)
Tech concentration
38.6%

Positions

SymbolSectorSharesValueWeight
SPYBroad-market ETF40$21,70039.2%
QQQBroad-market ETF15$7,30813.2%
AAPLTechnology30$6,55211.8%
MSFTTechnology20$8,85216.0%
NVDATechnology5$5,95010.7%
CASHCash5,000$5,0009.0%
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