The Emerging Investor
Sarah Nguyen
28 · Marketing & UX designer · Sydney · investing 2 years
Fictional demonstration investor — example data, read-only.
Sarah started investing two years ago after months of reading, watching and listening — YouTube, Reddit, the finance side of Instagram. She bought a broad Australian fund, some US exposure, a tech fund everyone was talking about, a bank share and a couple of others. Six holdings felt like a sensible spread.
What Sarah Nguyen thought
“I bought six different investments, so I figured I'd spread my money around.”
What Sarah Nguyen owns
6 holdings
Portfolio value $19,570| Holding | Weight |
|---|---|
| VAS | 26.1% |
| IVV | 22.6% |
| VGS | 18.0% |
| CBA | 16.3% |
| NDQ | 9.3% |
| ETHI | 7.6% |
What Sarah is really exposed to
37% of your portfolio moves with Interest rates.
You hold 6 investments, but you're really making about 2 big bets.
Your top 3 holdings are 67% of the portfolio.
The economic bets underneath
via CBA, IVV, VGS
via IVV, VGS, NDQ
via IVV, VGS, NDQ
via CBA, VAS
via VAS
57.6% of the portfolio is offshore — mostly USD.
Sarah did a lot of things right. Each individual decision was reasonable on its own.
But PortLens shows that several of her funds hold many of the same underlying companies — the large US technology names turn up again and again across them. A big share of her portfolio ultimately rides on the same handful of US giants, and on the US dollar.
Six investments, but far fewer distinct exposures than it looks. Once she can see it, she can decide what — if anything — to do about it.
Explore the full app as Sarah Nguyen.
Step inside PortLens with Sarah Nguyen's portfolio loaded — the same dashboard, risk radar, valuation and macro tools a member uses. It's read-only, so you can look around freely.
What would PortLens reveal about your portfolio?
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